Alkami Technology

Manager, Financial Planning – Analysis

Alkami Technology

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $112,000 - $140,000 per year

About the role

  • 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

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