Dir. Financial Planning & Analysis

UKG • Lowell, MA

23h • $145,600 - $200,000

About The Position

UKG is seeking an accomplished and forward-thinking Director, Corporate Function Business Partnering FP&A to play a critical role in shaping the financial strategy and operational excellence of our corporate enablement functions — Finance, Accounting, IT, HR, and Legal.
In this highly visible leadership role, you will serve as a strategic thought partner to senior executives, delivering data-driven insights, driving disciplined capital allocation, and optimizing investments that advance UKG’s long-term vision. You will provide the analytical rigor, strategic guidance, and financial leadership necessary to ensure that every dollar and decision fuels measurable enterprise value.
You’ll oversee planning, forecasting, and performance management for our corporate functions — empowering business leaders with the clarity and foresight needed to make confident, high-impact decisions. This role offers the unique opportunity to influence how UKG invests in its people, technology, and infrastructure to drive sustainable growth and operational excellence.
Why Join UKG Finance
• At UKG, Finance is more than a function — it’s a force for strategic transformation. We don’t just analyze numbers; we connect insights to action, empower our business partners, and help define the financial story that drives UKG’s growth.
• Joining our team means stepping into a high-impact, fast-paced environment where your strategic thinking, leadership, and analytical excellence will shape the future of how UKG invests in its people, technology, and innovation.

Requirements

• 10+ years of progressive experience in Finance, with at least 5 years in FP&A or business partnering roles supporting corporate or G&A functions.
• Proven ability to influence senior executives and shape strategic decisions through financial insight.
• Strong command of capital planning, ROI analysis, and investment prioritization.
• Exceptional financial modeling, analytical, and problem-solving skills.
• Expertise with FP&A tools such as Anaplan, IBM Planning Analytics, and Power BI.
• Excellent communication and executive storytelling capabilities — able to distill data into clear, compelling business insights.
• Demonstrated success leading and developing teams in complex, matrixed environments.
• Bachelor’s degree in Finance, Accounting, Business, or related field (Master’s preferred).

Nice To Haves

• Experience in a public company or through the IPO process preferred.

Responsibilities

• Strategic Partnership & Leadership: Serve as the primary financial business partner to UKG’s corporate functions — Finance, Accounting, IT, HR, and Legal — providing trusted counsel, financial leadership, and strategic insight. Influence key decisions that shape how the enterprise invests, operates, and grows.
• Planning & Forecasting Excellence: Lead the annual planning, quarterly forecasting, and long-range financial modeling processes for all corporate functions. Ensure alignment between function-level strategies and UKG’s broader financial and operational goals, with a focus on efficiency, scalability, and impact.
• Decision Support & Capital Allocation: Deliver actionable, high-value insights that drive resource prioritization, capital allocation, and ROI on strategic investments. Partner with senior leaders to evaluate trade-offs, assess risk, and ensure optimal deployment of capital and operating resources to achieve UKG’s financial objectives.
• Performance Management & Analytics: Build and enhance KPI frameworks, dashboards, and reporting tools that enable data-driven decision-making and operational accountability. Translate complex data into clear, compelling narratives that influence strategy and performance across corporate functions.
• Financial Reporting & Executive Communication: Produce and present executive-level reporting and analyses that distill key trends, risks, and opportunities. Partner closely with the CFO and functional leaders to craft narratives that inform strategic direction and support board-level decision-making.
• Operational Excellence & Process Improvement: Drive continuous improvement across forecasting, budgeting, and reporting processes. Partner with Finance Operations and IT to modernize financial systems and leverage tools such as Anaplan, IBM Planning Analytics, and Power BI to increase speed, accuracy, and insight generation.
• Leadership & Talent Development: Lead, mentor, and inspire a high-performing FP&A team focused on excellence in business partnering, analytical rigor, and innovation. Foster a culture of curiosity, collaboration, and continuous improvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Director