Manager, Financial Planning – Analysis

Alkami Technology

Manager of FP&A leading financial planning processes and reporting in rapidly growing SaaS company. Collaborating across finance and business teams to ensure alignment and improve insights.

Posted 4/15/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $112,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

Own Company-Wide Planning Processes
Lead the company’s forecasting, annual planning, and long-range planning processes
Manage planning timelines and coordinate inputs across Finance and business teams
Partner closely with Accounting to ensure alignment between actuals, forecasts, and reporting
Drive consistency, transparency, and alignment across planning outputs
Deliver Executive Reporting & Insights
Consolidate forecasts and actuals across the business into a clear, cohesive view of performance
Develop executive-ready reporting packages with key drivers, variance analysis, and forward-looking insights
Connect the dots across teams to tell a clear story of what’s happening in the business and why
Continuously improve reporting to focus on the metrics and insights that matter most
Lead Corporate Cost Forecasting
Own forecasting and analysis for company-wide cost areas including compensation programs, benefits, and other corporate expenses
Partner with HR and other corporate functions to manage budgets, track performance, and drive accountability to financial targets
Help build scalable processes and frameworks for expense planning, improving visibility and accuracy
Enhance FP&A Systems
Serve as the subject-matter-expert for our FP&A tool, driving enhancements to improve forecasting, reporting, and usability
Identify opportunities to automate processes, improve visibility into assumptions, and enable more driver-based planning
Partner with internal stakeholders and external consultants to implement system improvements and best practices
Build Financial Models & Support Decision-Making
Develop and maintain balance sheet and cash flow forecasts to support decision making
Enhance the company’s long-range financial model and support scenario analysis
Provide analytical support for key business decisions and initiatives
Drive Process Improvement
Identify opportunities to streamline and automate FP&A processes
Help establish scalable planning and reporting cadences across the organization
Support broader Finance transformation initiatives

Requirements

What you’ll need

5–8+ years of experience in FP&A or related finance roles
Experience in SaaS, FinTech, or a high-growth environment preferred
Fluent knowledge of the elements and drivers of income statement, balance sheet and statement of cash flows
Outstanding analytical skills with the ability to synthesize information and develop insights and recommendations
Self-motivated, ambitious problem solver with a continuous improvement mindset
Demonstrates a high level of emotional intelligence and self-awareness
Proven ability to build relationships and work cross-functionally
Experience with planning tools such as Adaptive Planning (or similar)

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planning and analysisforecastingvariance analysisfinancial modelingbudget managementcost forecastingdata synthesisscenario analysisreportingautomation

Soft Skills

analytical skillsproblem solvingcontinuous improvement mindsetemotional intelligenceself-awarenessrelationship buildingcross-functional collaborationcommunicationleadershiporganizational skills