Dir. Financial Planning & Analysis

UKG; Gunnison (CO); On-site; USD 180,000 - 240,000; Full time

Job summary

UKG is seeking a strategic and results-driven Director - Corporate FP&A to partner with cross-functional leaders and the executive team, driving long-term financial planning and scalable reporting. You will oversee budgeting, forecasting, and complex financial models to support growth while mentoring a high-performing team.

The role focuses on enterprise-level finance, performance improvement, and actionable insights to shape UKG's financial narrative and strategic decisions.

Qualifications

• 10+ years' experience in a finance role with at least 5 years in FP&A.
• Managerial experience is required.
• Strategic thinker with experience driving enterprise-scale initiatives.
• Excellent financial modeling and analytics skills.

Responsibilities

• Provide strategic leadership to the FP&A function by ensuring that financial planning, forecasting, and modeling activities align with the company's long-term objectives.
• Partner with Corporate functions including building critical cross-functional relationships providing decision support, strategic financial analysis and guidance, and supporting them within processes such as headcount and expense planning.
• Oversee the development and execution of company-wide financial plans, managing annual budgets, quarterly forecasts, and long-term financial models that support our growth initiatives.
• Build sophisticated financial models to evaluate the impact of new initiatives, operational improvements, and strategic opportunities, including mergers and acquisitions.
• Prepare and deliver concise, impactful reports and presentations that communicate critical insights and strategic recommendations to the CFO, executive team, and Board of Directors.
• Develop & improve internal financial reporting and commentary that provides senior leaders with timely insights into trends, operational results, and growth drivers.
• Conduct comprehensive variance analyses to identify trends, risks, and opportunities, and offer strategic recommendations to optimize financial performance.
• Ensure accurate and timely internal reporting packages and presentations that illustrate a well-thought-out story that is backed by strong data points and metrics and provides the business value added insight to enable business decisions.
• Develop and refine key performance indicators (KPIs), metrics, and dashboards that enhance business intelligence and inform executive decisions.
• Lead, mentor, and develop a high-performing team of financial professionals, fostering a culture of continuous improvement and professional growth.

Skills

FP&A leadership

Financial modeling

Strategic planning

Cross-functional collaboration

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.

UKG is seeking a strategic and results-driven Director - Corporate FP&A. In this high-impact role, you will partner with cross-functional leaders and the executive team to drive long-term financial planning, provide actionable insights, and support key strategic decisions that fuel our growth. The focus will be on driving the enterprise level financial planning and analysis function with an emphasis on performance improvement; providing quality management information; and furthering the development of scalable reporting and processes, analytical tools, and key performance metrics. You'll oversee the development of comprehensive financial models, manage the annual budgeting and forecasting processes, and mentor a high-performing team-all to ensure our financial strategy aligns with our business objectives. Additionally, you'll work closely with senior leaders across departments to deliver insights that shape the future of UKG. The successful candidate possesses a broad understanding of finance and accounting concepts along with strong analytical and interpersonal skills, preferably with software industry experience.

Join UKG Finance and become a vital force in our mission to lead the HCM software industry. We're not just number crunchers .... we're story tellers! We are trusted business partners driving accountability, delivering impactful analysis, focused on the Why's versus the What's and ultimately crafting the financial narrative that propels UKG forward. In our team, analytical prowess meets a growth enterprise mindset. We synthesize data, understand business functions, build complex financial models, reimagine business processes and actively shape key decisions. As stewards of financial data, we protect UKG with a business-wide mindset, while our innovation-driven approach anticipates challenges and drives transformative insights. Choosing UKG Finance means embracing a dynamic environment where your skills contribute to a journey beyond conventional finance roles. Let's explore how your unique talents can elevate our mission together.

Job Responsibilities

• Provide strategic leadership to the FP&A function by ensuring that financial planning, forecasting, and modeling activities align with the company's long-term objectives.
• Partner with Corporate functions including building critical cross-functional relationships providing decision support, strategic financial analysis and guidance, and supporting them within processes such as headcount and expense planning.
• Oversee the development and execution of company-wide financial plans, managing annual budgets, quarterly forecasts, and long-term financial models that support our growth initiatives.
• Build sophisticated financial models to evaluate the impact of new initiatives, operational improvements, and strategic opportunities, including mergers and acquisitions.
• Prepare and deliver concise, impactful reports and presentations that communicate critical insights and strategic recommendations to the CFO, executive team, and Board of Directors.
• Develop & improve internal financial reporting and commentary that provides senior leaders with timely insights into trends, operational results, and growth drivers.
• Conduct comprehensive variance analyses to identify trends, risks, and opportunities, and offer strategic recommendations to optimize financial performance.
• Ensure accurate and timely internal reporting packages and presentations that illustrate a well-thought-out story that is backed by strong data points and metrics and provides the business value added insight to enable business decisions.
• Develop and refine key performance indicators (KPIs), metrics, and dashboards that enhance business intelligence and inform executive decisions.
• Lead, mentor, and develop a high-performing team of financial professionals, fostering a culture of continuous improvement and professional growth.

Skills / Qualifications

• 10+ years' experience in an Finance role with 5+ in FP&A, Managerial Experience is Required
• Strategic-thinker with significant experience successfully developing and driving forward enterprise-level business initiatives.
• Ability to lead, influence and drive priorities at the business executive level as well as build relationships and collaborate across all levels of the Company.
• Excellent financial modeling and analytica