Lead Financial Analyst

UKG • ,

2d • $105,800 - $135,000

About The Position

The Lead Financial Analyst serves as the primary finance business partner to Go-To-Market (GTM) and Marketing leadership. The role provides decision support on headcount investments, expense management, resource allocation, and growth initiatives. It leads GTM headcount planning and supports annual planning, monthly close, and corporate reporting while partnering with HR, Corporate FP&A, Sales Finance, and business leaders. The analyst evaluates financial performance, develops models and recommendations, and helps improve forecasting, reporting, cost discipline, and operational processes.

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 operating expenses for a Marketing or GTM organization.
• Advanced Excel and financial modeling skills.
• Ability to manage processes independently under general supervision.
• Business degree in Finance, Accounting, or a related field.
• At least 5 years of experience in Go-To-Market Finance, Strategic Planning, Operations Finance, or FP&A.

Responsibilities

• Serve as the primary finance business partner to GTM and Marketing 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.
• Monitor spending trends and identify opportunities for cost optimization and efficiency improvements.
• Partner with Corporate FP&A, Sales Finance, and HR to align planning, reporting, and operational processes.
• Support annual planning (AOP), monthly close, and corporate reporting deliverables.
• Continuously improve forecasting and reporting processes.

Benefits

• Employees may be eligible to participate in a performance-based bonus plan.
• Employees may be eligible to receive restricted stock unit awards.
• UKG describes its benefits as flexible and dependable, with additional details available on its benefits and rewards page.

What This Job Offers

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