Lead Financial Analyst

Job description

Company and benefits

Job ID

LEADF018872

Employment Type

Regular

Work Style

hybrid

Location

Lowell,MA,United States

Role

Lead Financial Analyst

Why UKG:

At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That’s what we do.

We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you’ll get flexibility that’s real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters - and so do you.

Job Responsibilities

Serve as the primary finance business partner to GTM and Sales 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

Drive expense discipline by monitoring spend trends and identifying opportunities for cost optimization and efficiency improvements

Partner cross-functionally with Corporate FP&A, Sales Finance, and HR to ensure alignment across planning, reporting, and operational processes

Support annual planning (AOP), monthly close, and corporate reporting deliverables, while continuously improving forecasting and reporting processes

Skills / Qualifications

Strong experience supporting business leaders in a finance business partnering role

Demonstrated expertise in forecasting, budgeting, and financial modeling

Experience managing headcount planning and Opex for a sales or GTM organization

Advanced Excel / financial modeling skills

Self-starter with the ability to manage processes independently under general supervision

Education/Certification/License

Business Degree in Finance, Accounting, or related field

5+ years of experience in Go To Market Finance, Strategic Planning, Operations Finance, or FP&A

Company Overview:

UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry - because great organizations know their workforce is their competitive edge. Learn more at ukg.com.

UKG participates in E-Verify.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email UKGCareers@ukg.com.

The pay range for this position is $102,300 to $115,000. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG’s benefits and rewards at https://www.ukg.com/about-us/careers/benefits

NOTICE ON HIRING SCAMS

UKG will never ask you for a copy of your driver’s license, social security card, or passport during a job inter

ABOUT OUR JOB DESCRIPTIONS

All job descriptions are written to accurately reflect the open job and include general work responsibilities. They do not present a comprehensive, detailed inventory of all duties, responsibilities, and qualifications required for the job. Management reserves the right to revise the job or require that other or different tasks be performed if or when circumstances change.