Lead Financial Analyst

UKG • Lowell, MA

2d

About The Position

As a Lead Financial Analyst – Strategic Finance, you will help drive UKG’s most important strategic and financial decisions. You will develop insights, models, and recommendations that shape long-range planning, value creation, investment prioritization, and executive decision-making. This role is ideal for someone who is highly analytical, commercially minded, and excited to work on complex, high-impact questions across the business.

• You will translate UKG’s long-term strategy into robust financial plans, including business cases, investment requirements, operational milestones, and expected returns.
• You will assess performance against value creation objectives, identify risks and opportunities, and recommend actions to improve outcomes.
• You will support mergers and acquisitions by evaluating valuation assumptions, synergy opportunities, and execution feasibility in partnership with corporate development and operating leaders.
• You will help guide capital allocation by comparing investment opportunities across the company and identifying where resources can generate the highest return.
• You will analyze pricing, customer economics, and cost structure drivers to uncover opportunities to accelerate growth and expand profitability.
• You will monitor competitor results, market signals, and public company disclosures to identify shifts in strategy, spending, and performance that should inform UKG’s decisions.
• You will prepare clear, executive-ready analyses and recommendations for senior finance leaders, including support for ad hoc strategic questions.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 4-6 years experience in strategic finance, FP&A, investment banking, consulting, corporate development, or a related analytical role.
• Experience building complex financial models, business cases, and scenario analyses in Microsoft Excel.
• Experience communicating analytical findings and recommendations to senior stakeholders through presentations, written materials, and discussions.

Nice To Haves

• Experience supporting long-range planning, portfolio decision-making, or enterprise investment strategy.
• Experience evaluating mergers and acquisitions, including synergy analysis, diligence support, and scenario modeling.
• Experience identifying performance improvement opportunities through pricing, customer economics, or cost structure analysis.
• Experience working in a public company, software company, or other fast-paced, data-rich environment.
• Master of Business Administration, Chartered Financial Analyst designation, or other advanced finance-related training.

Responsibilities

• translate UKG’s long-term strategy into robust financial plans, including business cases, investment requirements, operational milestones, and expected returns
• assess performance against value creation objectives, identify risks and opportunities, and recommend actions to improve outcomes
• support mergers and acquisitions by evaluating valuation assumptions, synergy opportunities, and execution feasibility in partnership with corporate development and operating leaders
• help guide capital allocation by comparing investment opportunities across the company and identifying where resources can generate the highest return
• analyze pricing, customer economics, and cost structure drivers to uncover opportunities to accelerate growth and expand profitability
• monitor competitor results, market signals, and public company disclosures to identify shifts in strategy, spending, and performance that should inform UKG’s decisions
• prepare clear, executive-ready analyses and recommendations for senior finance leaders, including support for ad hoc strategic questions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees