About this Sr. Financial Analyst role at Alkami
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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Key Responsibilities & Duties:
Own forecasting and planning activities by building, updating, and maintaining financial models that consistency deliver accurate forecasts
Analyze financial performance and identify key drivers by reviewing variances against budget, forecast, and prior periods
Develop actionable insights by synthesizing financial and operational data to support business decision-making
Partner with business stakeholders by providing financial guidance, challenging assumptions, and influencing outcomes
Prepare and deliver financial reporting by ensuring data and insights are accurate, clear, and relevant to leadership
Evaluate trends and performance metrics to identify opportunities and risks impacting financial results
Ensure data accuracy and integrity across systems and resolve discrepancies
Enhance financial models by leveraging automation, forecasting tools and alternative forecasting methodologies
Communicate complex financial concepts by tailoring messaging to diverse audiences and stakeholders
Drive process improvements by identifying inefficiencies and implementing enhancements to reporting and forecasting workflows
Support ad hoc financial analysis by responding to business needs and delivering timely insights
Collaborate cross-functionally by aligning financial perspectives with operational priorities
Maintain documentation by clearly outlining assumptions, methodologies, and conclusions for financial analyses and plans
Ensure compliance with internal controls and policies by adhering to established financial governance standards
Experiment with and develop AI use cases to drive efficiency
Qualifications:
B.S. degree in finance, accounting, or a related degree
5+ years’ finance-related experience
Strong financial modeling and forecasting skills
Advanced Excel skills including complex formulas and data analysis
Experience with financial systems such as Adaptive, or other similar tools
Ability to analyze and interpret complex financial data
Strong analytical and problem-solving skills
Effective communication and stakeholder management skills
Ability to work independently and manage multiple priorities in a fast-paced environment
Self-motivated, curious, and focused on continuous improvement
Desired Skills:
Experience in SaaS or financial technology environments
Workday Adaptive experience, including workforce modeling
Sales or Marketing Support experience
Salesforce experience
Familiarity with forecasting, budgeting and long-range planning processes
Experience improving financial processes or implementing automation
Cool Things to Know
Not Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.
Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.
Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.
Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.
The Important Stuff
Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.
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