Lead Financial Analyst

UKG • ,

1d • $105,800 - $135,000

About The Position

UKG is seeking a Lead Financial Analyst to join its Finance organization as part of the FP&A team. The role leads financial planning, forecasting, reporting, and strategic analysis for assigned G&A functions, serving as a trusted financial partner to business leaders. The analyst works with leaders to shape financial plans, evaluate investments, and provide insights that inform business decisions.

The role also helps advance operational excellence and AI adoption across Finance by identifying ways to simplify processes, improve forecasting, and make financial insights more accessible. The position calls for a curious, data-driven, collaborative professional who can solve complex problems, bring clarity to ambiguity, and connect financial performance to business strategy.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field.
• 5–8 years of progressive experience in Finance, FP&A, Corporate Finance, Strategic Finance, or a related analytical role.
• Demonstrated experience independently leading financial planning, forecasting, and analysis for business functions or departments.
• Strong financial modeling skills, including expense planning, workforce modeling, scenario analysis, and investment evaluation.
• Advanced proficiency with Microsoft Excel, including complex financial models, large datasets, and management reporting.
• Ability to build trusted relationships with business leaders, influence decisions, and confidently communicate financial recommendations.
• Strong analytical, problem-solving, and business judgment skills, including the ability to connect financial results to operational and strategic priorities.
• Self-starter with an ownership mindset who can navigate complexity, challenge assumptions, and structure ambiguous business problems.
• Excellent communication and presentation skills, including the ability to simplify complex analysis and deliver clear, executive-ready insights.
• Collaborative and curious team player who demonstrates integrity, accountability, and a continuous improvement mindset.

Responsibilities

• Serve as a trusted financial partner to business leaders, providing strategic insights, challenging assumptions, and influencing decisions about investments, resource allocation, and company priorities.
• Lead annual planning, quarterly forecasting, monthly financial reviews, and long-range planning for assigned G&A functions, aligning financial plans with business objectives.
• Analyze performance against forecasts and budgets; identify business drivers, risks, opportunities, and recommendations to improve results.
• Lead financial analysis of strategic initiatives and investments, evaluating costs, benefits, ROI, and tradeoffs across headcount, vendor spend, and operating expenses.
• Build and own accurate, transparent, and scalable financial models for expense planning, workforce planning, investment decisions, and scenario analysis.
• Develop executive-ready reporting, dashboards, and financial narratives that turn complex data into clear insights and recommendations.
• Partner with business leaders to define financial metrics, establish performance expectations, and track progress against operating plans and strategic priorities.
• Drive Finance process improvement by simplifying processes, using automation and AI-enabled tools, and enhancing reporting capabilities through platforms such as Power BI.
• Collaborate with FP&A, Accounting, IT, People, Legal, Real Estate, Communications, and other business teams to strengthen financial discipline, improve visibility, and support data-driven decisions.
• Lead high-impact financial analyses and special projects, structuring ambiguous business questions and helping stakeholders evaluate alternatives and make informed decisions.

Benefits

• Employees may be eligible to participate in a performance-based bonus plan.
• Employees may be eligible to receive restricted stock unit awards.
• UKG states that it offers benefits and rewards, but specific benefits are not listed in the posting.

What This Job Offers

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