Lead Financial Analyst
About The Position
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.
Requirements
- 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
Nice To Haves
- Experience in SaaS or financial technology environments
- Experience supporting executive leadership and board-level reporting
- Deep expertise with forecasting and business partnership processes
Responsibilities
- 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
Benefits
- remote-first environment
- unlimited paid time off
- 401(k) with employer match
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
