Lead Financial Analyst
About The Position
At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That’s what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you’ll get flexibility that’s real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters—and so do you.
Requirements
- Strong experience supporting business leaders in a finance business partnering role
- Demonstrated expertise in forecasting, budgeting, and financial modeling
- Experience managing headcount planning and Opex for a sales or GTM organization
- Advanced Excel / financial modeling skills
- Self-starter with the ability to manage processes independently under general supervision
Responsibilities
- Serve as the primary finance business partner to GTM and Sales leadership, providing decision support on headcount investments, expense management, and resource allocation
- Lead GTM headcount planning, including budgeting, forecasting, and tracking against targets in partnership with HR and business leaders
- Analyze financial performance versus plan, delivering insights on key drivers and actionable recommendations to senior stakeholders
- Build and maintain financial models to support scenario planning and strategic decision-making for GTM investments and growth initiatives
- Drive expense discipline by monitoring spend trends and identifying opportunities for cost optimization and efficiency improvements
- Partner cross-functionally with Corporate FP&A, Sales Finance, and HR to ensure alignment across planning, reporting, and operational processes
- Support annual planning (AOP), monthly close, and corporate reporting deliverables, while continuously improving forecasting and reporting processes
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
Senior
