Financial Planning & Analysis Manager

Fp&A Manager

Alkami is seeking an FP&A Manager to join our team and own revenue modeling and forecasting. This role will be influential in enhancing scalable analysis and forecasting processes to arm the business with valuable insights. This role synthesizes data and business knowledge to build an accurate, driver-based revenue and related KPI forecast. This includes partnering with leadership to align financial plans with strategic objectives, driving accountability across functions, and enhancing forecasting methodologies. This position requires conceptual thinking, cross-functional influence, and accountability for outcomes that impact the broader finance function and business.

Key Responsibilities & Duties:

Own Revenue Forecasting

• Own and lead enterprise-wide revenue forecasting processes by developing scalable processes, building relationships with stakeholders, and delivering defensible financial projections
• Drive accurate forecasting by developing models, validating assumptions, and ensuring alignment with strategic priorities
• Serve as a subject matter expert by advising stakeholders on forecasts, results and related key performance indicators
• Provide executive-level reporting by preparing materials and delivering insights for senior leadership and board discussions
• Support strategic decision-making by conducting scenario analysis and modeling potential outcomes
• Collaborate with accounting and finance teams by ensuring alignment between forecasts, actuals, and reporting

Deliver Insights through Data Analysis

• Analyze complex financial and operational data by identifying trends, risks, and opportunities that impact business performance
• Analyze and monitor performance trends across customer cohorts, third-party partner revenue, and key market segments to uncover growth opportunities
• Partner with leadership by providing financial insights, challenging assumptions, and influencing strategic decisions
• Ensure integrity of financial data by validating inputs, reconciling systems, and proactively identifying risks

Drive Process Improvement

• Develop and enhance advanced financial models through automation, scalability, and predictive capabilities
• Evaluate and improve FP&A processes by identifying inefficiencies and implementing scalable solutions
• Champion and lead development of AI-led processes to drive efficiencies

Qualifications:

• 8+ years of experience in financial planning and analysis, corporate finance, or related roles with demonstrated expertise in enterprise forecasting and strategic financial analysis.
• Advanced expertise in financial modeling, forecasting, and planning processes
• Deep expertise in Excel and FP&A tools such as Adaptive, or other similar tools
• Ability to synthesize complex financial and operational data into strategic insights
• Strong business acumen and ability to influence senior stakeholders
• Experience leading planning and forecasting processes
• Excellent analytical and problem-solving skills with conceptual thinking
• Effective executive-level communication and presentation skills
• Ability to operate independently and drive cross-functional alignment
• Self-motivated, curious, and focused on continuous improvement

Desired Skills:

• Experience in SaaS or financial technology environments
• Experience modeling and forecasting revenue and related KPIs (ARR, NRR, etc.)
• Strong attention to detail and proficiency in managing and synthesizing large, complex data sets.
• Experience improving processes through automation or system enhancements

The salary range for this position is: $124,000 - $155,000