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Director, Go To Market Financial Planning & Analysis

Role overview

Qualifications

  • 10–15+ years of experience in FPA, 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
  • Strong communicator who can challenge senior leaders constructively and build trust

Responsibilities

  • Serve as the senior finance leader for the GTM organization, setting the direction for Finance partnerships
  • Guide and influence executive decision-making on growth investments, trade-offs, and resource allocation
  • Partner with Sales, Marketing, and Customer Experience teams to lead forecast and planning processes
  • Lead, coach, and develop a high-performing GTM FPA team

Key facts

Other skills

  • Forecasting
  • Team Leadership
  • Communication
  • Problem Solving
  • Analytical Thinking

About the company

Alkami Technology logo

Alkami Technology

Financial Services

Empowering your financial institution to compete with megabanks' digital capabilities and win.Alkami Technology, Inc. is a leading cloud-based digital banking solutions provider for financial institutions in the United States that enables clients to grow confidently, adapt quickly and build thriving digital communities. Alkami helps clients transform through retail banking and business banking, digital account opening, loan origination, and multi-payment fraud prevention solutions. To learn more, visit www.alkami.com.

Company details

Company typeSME
IndustryFinancial Services
Company size501 - 1000

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Job 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. 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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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 & Desired Skills:

  • 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.

The salary range for this position is: $160,000 - $200,000 + Bonus

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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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