Financial Planning & Analysis Manager (Client Experience Business Partner)
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.
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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:
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Serve as the trusted finance partner to CXG leaders by maintaining regular, open communication and guiding budget and resource decisions
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Connect financial data to CXG strategy by advising on trade-offs across capacity, hiring, and go-live priorities
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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
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Support executive-level reporting by preparing materials and delivering insights on go-lives, backlog, and ARR for senior leadership and board discussions
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Ensure alignment of CXG metrics and data sources across Finance and CXG by establishing shared definitions and a single source of truth
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Collaborate with CXG, Accounting and the broader FP&A team by keeping forecasts, actuals, and revenue recognition aligned
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Enhance go-live and capacity forecasting by improving automation, scalability, and data integrity across CXG models
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Champion and help develop AI-led processes to drive efficiencies and shift focus from manual work toward high-value analysis
Qualifications:
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8+ years of experience in financial planning and analysis, corporate finance, or related roles with demonstrated expertise in advanced modeling, forecasting, and business partnership.
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Advanced financial modeling and forecasting expertise
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Strong proficiency in Excel and financial planning tools such as Adaptive, or other similar tools
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Ability to analyze and synthesize large and complex datasets
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Strong business acumen and ability to influence strategic decisions
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Excellent analytical and problem-solving skills with sound judgment
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Effective communication and executive-level presentation skills
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Ability to operate independently in complex and ambiguous environments
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Strong stakeholder management and cross-functional collaboration skills
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Self-motivated, curious, and focused on continuous improvement
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