Financial Planning & Analysis Manager (Client Experience Business Partner)

Alkami Technology; Northern (KY); Hybrid; USD 124,000 - 155,000; Full time

Benefits offered by this job

remote-first environment

Unlimited paid time off

401(k) with employer match

Job summary

Alkami Technology, a remote-first SaaS platform for U.S. banks and credit unions, is seeking an FP&A Manager to partner with the Customer Experience Group (CXG). You will own forecasting, capacity planning, and revenue analysis to strengthen go-live decisions and ARR growth.

You will influence leadership with actionable insights, maintain a single source of truth for CXG metrics, and drive automation to improve reporting quality in a fast-paced, growth-focused environment.

Qualifications

• 8+ years in financial planning and analysis, corporate finance, or related roles with demonstrated expertise in advanced modeling, forecasting, and business partnership.
• Advanced financial modeling and forecasting expertise.
• Strong proficiency in Excel and financial planning tools such as Adaptive, or other similar tools.
• Ability to analyze and synthesize large and complex datasets.
• Strong business acumen and ability to influence strategic decisions.
• Excellent analytical and problem-solving skills with sound judgment.
• Effective communication and executive-level presentation skills.
• Ability to operate independently in complex and ambiguous environments.
• Strong stakeholder management and cross-functional collaboration skills.
• Self-motivated, curious, and focused on continuous improvement.

Responsibilities

• Serve as the trusted finance partner to CXG leaders by maintaining regular, open communication and guiding budget and resource decisions.
• Connect financial data to CXG strategy by advising on trade-offs across capacity, hiring, and go-live priorities.
• Coordinate the forecasting of go-lives by partnering with the implementation team, translating capacity, bookings and current backlog into a defensible, time-phased launch forecast.
• Support executive-level reporting by preparing materials and delivering insights on go-lives, backlog, and ARR for senior leadership and board discussions.
• Ensure alignment of CXG metrics and data sources across Finance and CXG by establishing shared definitions and a single source of truth.
• Collaborate with CXG, Accounting and the broader FP&A team by keeping forecasts, actuals, and revenue recognition aligned.
• Enhance go-live and capacity forecasting by improving automation, scalability, and data integrity across CXG models.
• Champion and help develop AI-led processes to drive efficiencies and shift focus from manual work toward high-value analysis.

Skills

Advanced financial modeling

Forecasting

Excel

Adaptive planning

Data analysis

Executive communication

Stakeholder management

Cross-functional collaboration

Independent work

Tools

Adaptive

Job description

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action. Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S. As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title. Follow us on Glassdoor and LinkedIn!

Alkami is seeking an FP&A Manager to join our Go-to-Market (GTM) FP&A team, with a primary focus on partnering with the Customer Experience Group (CXG). This role serves as the finance partner to CXG leaders and supports go-live forecasting, connecting implementation capacity and backlog to revenue and ARR. As a partner to CXG leadership, you will operate with a high degree of ownership to elevate reporting quality and drive critical business insights. The ideal candidate is detail-oriented and comfortable navigating ambiguity, translating data into actionable recommendations. This is an opportunity to shape financial strategy, improve forecasting accuracy, and directly influence decision-making within a fast-paced, mission-driven organization.

Key Responsibilities & Duties

• Serve as the trusted finance partner to CXG leaders by maintaining regular, open communication and guiding budget and resource decisions
• Connect financial data to CXG strategy by advising on trade-offs across capacity, hiring, and go-live priorities
• Coordinate the forecasting of go-lives by partnering with the implementation team, translating capacity, bookings and current backlog into a defensible, time-phased launch forecast
• Support executive-level reporting by preparing materials and delivering insights on go-lives, backlog, and ARR for senior leadership and board discussions
• Ensure alignment of CXG metrics and data sources across Finance and CXG by establishing shared definitions and a single source of truth
• Collaborate with CXG, Accounting and the broader FP&A team by keeping forecasts, actuals, and revenue recognition aligned
• Enhance go-live and capacity forecasting by improving automation, scalability, and data integrity across CXG models
• Champion and help develop AI-led processes to drive efficiencies and shift focus from manual work toward high-value analysis

Qualifications

• 8+ years of experience in financial planning and analysis, corporate finance, or related roles with demonstrated expertise in advanced modeling, forecasting, and business partnership.
• Advanced financial modeling and forecasting expertise.
• Strong proficiency in Excel and financial planning tools such as Adaptive, or other similar tools.
• Ability to analyze and synthesize large and complex datasets.
• Strong business acumen and ability to influence strategic decisions.
• Excellent analytical and problem-solving skills with sound judgment.
• Effective communication and executive-level presentation skills.
• Ability to operate independently in complex and ambiguous environments.
• Strong stakeholder management and cross-functional collaboration skills.
• Self-motivated, curious, and focused on continuous improvement.

Desired Skills

• Experience in SaaS or financial technology environments.
• Experience supporting executive leadership and board-level reporting.
• Deep expertise with forecasting and business partnership processes.

The salary range for this position is: $124,000 - $155,000

Cool Things to Know

Not Just Any Company: Alkami has an awesome diverse and inclusive environment.

We have a FUN culture and offer great benefits, including:

• remote-first environment
• unlimited paid time off
• 401(k) with employer match

and more.

Work Authorization

Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.

Pay Transparency

Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.

The Important Stuff

Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.

All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.

Alkimi will not tolerate discrimination or harassment based on any of these characteristics.

Alkimi encourages applicants of all ages.