Director, Go To Market Financial Planning & Analysis
$160k - $200kAlkami Technology
Role Description
Alkami is looking for a strategic finance leader to lead FP&A for our Go-to-Market (GTM) organization across Sales, Marketing, and Customer Experience. This role is responsible for setting the direction for GTM financial planning, forecasting, and performance management, while serving as a trusted advisor to senior leadership on growth, investment decisions, and business performance.
You will lead a team that supports the day-to-day execution, while you focus on guiding the overall financial strategy, ensuring quality and consistency of outputs, and influencing executive decision-making. This is a high-impact, high-visibility role reporting to the VP of FP&A, with direct exposure to executive leadership.
Key Responsibilities & Duties
- Strategic Leadership & Partnership
- Serve as the senior finance leader for the GTM organization, setting the direction for how Finance partners with Sales, Marketing, and Customer Experience.
- Guide and influence executive decision-making on growth investments, trade-offs, and resource allocation across product lines.
- Ensure financial insights are clearly connected to business strategy, with a focus on actionable recommendations.
- Provide high-level insights and recommendations on key initiatives such as pricing, market expansion, and long-range planning.
- Forecasting & Planning
- Partner with Sales, Marketing, and Customer Experience teams to lead forecast and planning processes for all GTM functions.
- Oversee and evolve a complex topline forecasting model supporting 30+ products across both organic and third-party sales channels, ensuring accuracy, flexibility, and clear drivers of performance.
- Drive alignment between revenue targets, sales and implementation capacity, and pipeline expectations.
- Performance Management
- Define the KPI framework for GTM performance and ensure consistent, high-quality reporting across the organization.
- Review and synthesize outputs from the team to deliver clear, executive-ready insights on performance, risks, and opportunities.
- Ensure alignment on metrics and data sources across Finance, GTM, and Operations.
- Process & Systems Leadership
- Set the vision for improving forecasting and reporting processes to increase speed, accuracy, and scalability.
- Drive adoption and optimization of FP&A systems and other technology, reducing manual work and elevating analytical capabilities.
- Lead the evaluation and adoption of AI-driven tools and capabilities to enhance forecasting, reporting, and decision-making.
- Partner cross-functionally to improve data quality, consistency, and accessibility.
- Team Leadership
- Lead, coach, and develop a high-performing GTM FP&A team.
- Elevate the team’s impact by shifting focus from manual work to insight generation and business partnership.
- Foster a culture of ownership, business curiosity, and operational excellence.
Qualifications
- 10–15+ years of experience in FP&A, with meaningful GTM and revenue finance experience.
- Experience in SaaS, FinTech, or a high-growth environment preferred.
- Proven experience leading forecasting and planning processes at scale.
- A strong communicator who can challenge senior leaders constructively and build trust.
- Equally comfortable zooming into detailed models and zooming out to shape strategy.
- Highly analytical with the ability to translate complex data into clear business narratives.
- Proven people leader with experience building and developing high-performing teams.
- Comfortable operating in a fast-paced, high-growth environment with evolving priorities.
Requirements
- The salary range for this position is: $160,000 - $200,000 + Bonus.
Benefits
- Remote-first environment.
- Unlimited paid time off.
- 401(k) with employer match.
- Diverse and inclusive culture.
Company 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.
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).
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