Sr Financial Analyst

UKG•Lowell, MA

5d•$80,800 - $116,150

About The Position

UKG is seeking a Senior Financial Analyst to join our growing Finance organization. This role will be part of the FP&A team and will support financial planning, forecasting, budgeting, reporting, and analysis for G&A departments. At UKG, our purpose is people. We are committed to helping organizations understand and empower the working world, and our Finance team plays an important role in enabling thoughtful, data-driven decisions that support our customers, employees, and business priorities. The Senior Financial Analyst will partner with business leaders and cross-functional teams to deliver financial insights, improve reporting efficiency, and support strategic decision-making. This role is ideal for someone who thrives in a fast-paced environment, takes ownership, and can translate financial data into clear, actionable business insights. This person will play a key role in supporting annual planning, forecasting, operational reporting, executive-ready communications, and strategic analysis, while also helping identify practical ways to use AI to streamline forecasting, reporting, and business workflows. The ideal candidate is curious, data-driven, and comfortable asking thoughtful questions. They enjoy digging into the details, connecting the dots, and turning data into clear insights that help teams make better decisions.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field.
3-5 years of experience in Finance, FP&A, Corporate Finance, Data Analytics, or a related role.
Experience supporting business functions, corporate operations, or G&A departments within a high-growth technology, SaaS, or global organization preferred.
Collaborative team player who operates with curiosity, accountability, integrity, and a continuous improvement mindset.
Advanced proficiency with Microsoft Excel, including financial modeling, variance analysis, and recurring reporting.
Strong analytical, troubleshooting, and problem-solving skills.
Ability to interpret financial data, identify trends, and communicate insights clearly to Finance and non-Finance audiences.
Self-starter with an ownership mindset and the ability to manage complexity, ambiguity, changing priorities, and tight deadlines.
Strong communication, presentation, and interpersonal skills, with the ability to build trusted relationships across teams.

Nice To Haves

Experience with Power BI, Tableau, Anaplan, IBM Planning Analytics, or similar planning and visualization tools preferred.

Responsibilities

Partner with business leaders to understand key financial drivers, operating trends, headcount plans, vendor spend, and business priorities.
Support annual planning, quarterly forecasting, monthly reporting, and budgeting processes for G&A departments.
Analyze results against forecasts and budgets, identifying key trends, risks, opportunities, business drivers, and recommended actions.
Build and maintain financial models to support expense planning, headcount analysis, vendor spend tracking, and scenario planning.
Prepare financial insights, dashboards, and executive-ready summaries that translate financial performance into clear business implications.
Improve reporting efficiency through automation, AI-enabled tools, process improvements, and data visualization platforms such as Power BI.
Partner with teams across FP&A, Accounting, IT, People, Legal, Real Estate, Communications, and the broader business to streamline processes and support data-driven decisions that advance company priorities.