Associate Financial Analyst
About The Position
UKG is seeking a motivated and detail-oriented Corporate FP&A Associate Analyst to join our growing Finance organization. This role is ideal for early-career professionals (1–3 years post-graduation) who are eager to develop foundational FP&A skills while supporting a high-performing, collaborative team. The Associate Analyst will contribute to financial planning, reporting, and analysis activities, partnering cross-functionally with teams across the business. This position offers exposure to corporate finance, revenue, financial systems, and strategic projects, while building strong analytical and business acumen.
Requirements
- Foundational understanding of financial statements and basic accounting principles
- Strong analytical and problem-solving skills with attention to detail
- Proficiency in Microsoft Excel (e.g., formulas, pivot tables; modeling exposure is a plus)
- Effective communication skills with the ability to work collaboratively across teams
- Strong organizational skills and ability to manage multiple priorities in a fast-paced environment
- Eagerness to learn, take initiative, and grow within a corporate finance function
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 1–3 years of relevant experience (internships or full-time) in FP&A, finance, or related field
Nice To Haves
- Exposure to financial systems (TM1, Anaplan, Hyperion, or similar) is a plus
- Knowledge of Agentic AI solutions is a plus
- Experience with data visualization tools (e.g., Power BI) is a plus
Responsibilities
- Support the preparation and distribution of monthly and quarterly financial reporting packages, including financial and operational metrics
- Assist in the monthly close and forecasting processes by gathering data, performing basic analysis, and ensuring accuracy of results
- Perform variance analysis (actuals vs. budget, forecast, and prior year) and summarize findings for senior team members
- Help maintain and update financial models, dashboards, and reporting tools to support business insights
- Partner with cross-functional teams (e.g., HR, Sales, Operations) to collect inputs and support financial planning activities
- Contribute to ongoing process improvements to enhance reporting efficiency and data accuracy
- Assist with data management and uploads within FP&A systems (e.g., TM1, Anaplan), ensuring data integrity
- Support ad hoc analysis and special projects assigned by FP&A leadership
- Learn and build working knowledge of financial systems and reporting tools to better support team initiatives
Benefits
- Flexibility that’s real
- Benefits you can count on
- Performance-based bonus plan
- Restricted stock unit awards
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
