Dir. Financial Planning & Analysis

UKG (Ultimate Kronos Group); Columbus (OH); On-site; USD 146,000 - 200,000; Full time

Job summary

UKG, a leader in workforce operating platform, seeks a Director of Product FP&A to partner with Product leadership. You’ll shape profitability, drive multi-year forecasts, and influence go-to-market decisions. You’ll lead cross-functional reporting and model ROI for major initiatives.

Reporting to the VP of Finance, you will enable General Managers to maximize short-term results and long-term growth through data-driven strategy and portfolio optimization.

Qualifications

• 8+ years of FP&A experience with 3+ years in product-focused FP&A.
• Proven ability to build and manage financial models for product profitability and unit economics.
• SaaS metrics (ARR/MRR, CAC, LTV, Churn) and economics are well understood.
• Collaborates across Product, Sales, Marketing, Customer Success, Engineering.
• Strong Excel, AI, and BI tool proficiency; excellent communicator.

Responsibilities

• Develop and maintain product profitability models and P&L reporting at the product level.
• Support product GMs with strategic business cases, scenarios, and ROI analysis.
• Lead long-range financial planning for the product portfolio and growth targets.
• Build cross-functional reporting linking finance, product, marketing, and sales.
• Analyze pricing, segment profitability, and usage patterns with ops input.
• Provide actionable financial insights to inform portfolio decisions and resource allocation.
• Establish dashboards and KPIs for visibility into product health and performance.

Skills

Product profitability

Cross-functional collaboration

SaaS economics

Excel

BI tools

Financial modeling

Analytical thinking

Education

Bachelor's in Finance/Accounting/Business/Economics

MBA or advanced degree preferred

Tools

BI platforms

Cloud-based financial systems

Job description

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.

About the Role:

We are seeking an accomplished Director, Product FP&A to join our organization as a strategic business partner to our Product team. This role will be instrumental in driving data-informed decision-making, building comprehensive product economics, and enabling our Product General Managers to maximize both short-term results and long-term growth opportunities. The ideal candidate will be a collaborative leader who understands product profitability, thinks strategically about market expansion, and thrives in cross-functional environments.

This position will report to the VP, Finance and will partner closely with our Product leadership team. You will build the financial infrastructure and analytical foundation that enables Product General Managers to execute with clarity, confidence, and accountability. Your work will directly influence go-to-market strategy, product roadmap prioritization, and portfolio management decisions.

Responsibilities include:

• Develop and maintain comprehensive product profitability models, including customer acquisition costs, lifetime value, gross margin analysis, and product-level P&L reporting
• Support Product General Managers in building strategic business cases for major initiatives, including scenario modeling, financial projections, and ROI analysis
• Lead long-range financial planning for the product portfolio, translating strategic objectives into multi-year financial forecasts and growth targets
• Build and own cross-functional product reporting that integrates finance, product, marketing, sales, and customer success metrics to tell a cohesive business story
• Collaborate with Product, Sales, and Marketing to analyze pricing strategies and customer segment profitability
• Work with Customer Success and Operations to understand product usage patterns, support requirements, royalties and their financial implications
• Establish reporting frameworks, dashboards, and KPIs that provide clear visibility into product performance and financial health
• Provide strategic financial insights and recommendations that inform product strategy, portfolio decisions, and resource allocation

Basic Qualifications:

• 8+ years of financial planning and analysis experience, with at least 3+ years in a product-focused FP&A role or similar position
• Demonstrated experience building and managing financial models, particularly those focused on product profitability and unit economics
• Deep understanding of SaaS business models, metrics (ARR, MRR, CAC, LTV, Churn, etc.), and economics
• Proven ability to collaborate effectively across functions (Product, Sales, Marketing, Customer Success, Engineering) and influence without direct authority
• Strong analytical and problem-solving skills with proficiency in Excel, AI, and business intelligence tools
• Excellent communication skills, with the ability to translate complex financial analysis into actionable insights for non-financial stakeholders
• Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
• MBA or advanced degree in Finance or Business preferred
• Familiarity with data analytics platforms, business intelligence tools, or cloud-based financial systems
• Experience presenting to executive teams and/or investors

Core Competencies

• Strategic Thinking: Ability to connect financial analysis to business strategy and see the big picture
• Growth Mindset: Entrepreneurial thinking, comfort with ambiguity, and a desire to drive value creation
• Collaboration & Influence: Exceptional stakeholder management skills and ability to build strong working relationships across the organization
• Curiosity: Desire to dig deep into questions, challenge assumptions, and uncover insights
• Communication: Ability to distill complex financial concepts for varied audiences
• Attention to Detail: Commitment to accuracy and rigor in financial analysis and reporting

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.

Equal Opportunity Employer

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

View The EEO Know Your Rights poster (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

UKG participates in E-Verify. View the E-Verify posters here (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf) .

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 [e-mail] .

The pay range for this position is $145,600 to $200,000. 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

It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.