Lead Financial Analyst

Role Description

Alkami is seeking a Lead Financial Analyst 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.

• 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

• 6+ 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.

Requirements

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

Benefits

• Remote-first environment.
• Unlimited paid time off.
• 401(k) with employer match.