Dir. Financial Planning & Analysis
About The Position
We are seeking an accomplished Director, Product FP&A to join our organization as a strategic business partner to our Product team. This role will be instrumental in driving data-informed decision-making, building comprehensive product economics, and enabling our Product General Managers to maximize both short-term results and long-term growth opportunities. The ideal candidate will be a collaborative leader who understands product profitability, thinks strategically about market expansion, and thrives in cross-functional environments. This position will report to the VP, Finance and will partner closely with our Product leadership team. You will build the financial infrastructure and analytical foundation that enables Product General Managers to execute with clarity, confidence, and accountability. Your work will directly influence go-to-market strategy, product roadmap prioritization, and portfolio management decisions.
Requirements
- 8+ years of financial planning and analysis experience, with at least 3+ years in a product-focused FP&A role or similar position
- Demonstrated experience building and managing financial models, particularly those focused on product profitability and unit economics
- Deep understanding of SaaS business models, metrics (ARR, MRR, CAC, LTV, Churn, etc.), and economics
- Proven ability to collaborate effectively across functions (Product, Sales, Marketing, Customer Success, Engineering) and influence without direct authority
- Strong analytical and problem-solving skills with proficiency in Excel, AI, and business intelligence tools
- Excellent communication skills, with the ability to translate complex financial analysis into actionable insights for non-financial stakeholders
- Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
- Familiarity with data analytics platforms, business intelligence tools, or cloud-based financial systems
- Experience presenting to executive teams and/or investors
Nice To Haves
- MBA or advanced degree in Finance or Business preferred
Responsibilities
- Develop and maintain comprehensive product profitability models, including customer acquisition costs, lifetime value, gross margin analysis, and product-level P&L reporting
- Support Product General Managers in building strategic business cases for major initiatives, including scenario modeling, financial projections, and ROI analysis
- Lead long-range financial planning for the product portfolio, translating strategic objectives into multi-year financial forecasts and growth targets
- Build and own cross-functional product reporting that integrates finance, product, marketing, sales, and customer success metrics to tell a cohesive business story
- Collaborate with Product, Sales, and Marketing to analyze pricing strategies and customer segment profitability
- Work with Customer Success and Operations to understand product usage patterns, support requirements, royalties and their financial implications
- Establish reporting frameworks, dashboards, and KPIs that provide clear visibility into product performance and financial health
- Provide strategic financial insights and recommendations that inform product strategy, portfolio decisions, and resource allocation
Benefits
- flexibility that’s real
- benefits you can count on
- performance-based bonus plan
- restricted stock unit awards
- Learn more about UKG’s benefits and rewards at https://www.ukg.com/about-us/careers/benefits
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What This Job Offers
Job Type
Full-time
Career Level
Director
