Lead Financial Analyst

UKG•Lowell, MA

12h

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. As part of the Revenue group within Corporate FP&A, this Level 4 Lead Analyst will own core revenue reporting deliverables and provide GM (gross margin) model support. This role serves as a strategic thought partner to Finance and business leaders by translating complex revenue and margin drivers into clear, decision-ready insights, improving data quality and process rigor, and enabling consistent performance communication to internal and external stakeholders.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field required
8+ years of progressive financial analysis experience, including 3+ years supporting revenue reporting and/or gross margin analytics in a SaaS or technology environment.
Demonstrated ability to influence and partner with senior stakeholders, bringing strong business acumen and a solutions-oriented mindset.
Ability to synthesize complex data into a clear, concise, and executive-ready narrative, including the implications for business decisions.
Experience designing, enhancing, and governing reporting processes and financial models, including documentation, control checks, and repeatable workflows.
Growth mindset with demonstrated success driving automation, standardization, and change in ambiguous environments.
Strong self-starter with advanced problem-solving skills and the ability to independently drive deliverables to closure under tight deadlines.
Highly organized with exceptional attention to detail; able to balance accuracy with speed in a high-visibility environment.
Excellent written, verbal, and presentation communication skills, with comfort presenting to leadership.
Advanced Excel skills (e.g., Power Query/Power Pivot) and strong proficiency with BI tools (e.g., Power BI), including building scalable, well-governed reporting.
Experience working with integrated ERP/CRM environments and revenue-related datasets
Ability to prioritize effectively and manage competing, high-urgency requests in a fast-paced team environment.

Nice To Haves

MBA/CPA/CFA a plus.
D365 and Salesforce CPQ preferred.
SQL experience a plus.
Software/SaaS or similar technology industry experience preferred
prior experience leading workstreams and coaching junior analysts is a plus.

Responsibilities

Produce monthly and quarterly revenue reporting package, ensuring accurate, timely, and executive-ready deliverables for FP&A leadership, the BOD, and external stakeholders as applicable.
Involvement in the strategic planning process, assessment of strategic investments and decision support. Proven ability to influence and partner with senior leadership on strategic initiatives.
Improve and standardize reporting and model processes by leveraging systems and automation (e.g., Power BI, Excel, ERP/CRM) to increase scalability, controls, and value-added analysis.
Lead special projects and ad hoc executive requests, including root-cause investigations, data reconciliations, and the development of new reporting views; provide informal mentorship and guidance to analysts as needed.
Collaborate cross-functionally with other financial analysts and managers on special projects, as prioritized by finance leadership.
Lead topline GM model support, including maintaining model logic, partnering on inputs/assumptions, and explaining topline changes and drivers across product, customer, and channel views.