Sr Financial Analyst-Recurring Revenue

UKG•Lowell, MA

About The Position

As part of the Revenue group within Corporate FP&A, this Senior Analyst will support the Recurring Revenue forecast, including ownership of specific forecast activities and the associated actuals analysis. This role serves as a strategic thought partner to Finance and business leaders by translating complex revenue 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; MBA/CPA/CFA a plus.
5+ 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; D365 and Salesforce CPQ preferred.
Proven ability to learn new financial systems and analytical tools quickly; comfort extracting and reconciling data across sources (SQL experience a plus).
Ability to prioritize effectively and manage competing, high-urgency requests in a fast-paced team environment.

Nice To Haves

Software/SaaS or similar technology industry experience preferred; prior experience leading workstreams and coaching junior analysts is a plus.

Responsibilities

Perform monthly forecast duties, including actuals variance analysis, assumption derivation, and metrics rationalization. Present outcomes of your forecast to leaders within the team and the FP&A organization
Partner closely with the business support teams to ensure alignment with forecasts, budgets and actual reporting and variance analysis
Assist in developing new metrics that help drive business success
Prepare reporting and detailed analysis of revenue data to understand Financial performance and communicate results to Leadership, highlighting trends as they are identified
Respond to inquiries which may include conducting research, working with cross functional teams, and preparing related adjustments
Leverage resources and systems to gain automation and efficiency, allowing for increase in value-added analysis
Complete ad-hoc and special requests as needed