Enterprise Planning & Execution Lead

UKG (Ultimate Kronos Group); Helena (MT); On-site; USD 130,000 - 186,000; Full time

Job summary

UKG is seeking a Principal, Planning Process to design and lead the company’s integrated enterprise planning process, aligning long-range planning with annual planning, strategic priorities, and in-year execution. You’ll partner with Corp FP&A to connect strategy with execution across functions, guiding cross-functional planning discussions and equipping executives with insights.

The role requires a proven track record in enterprise strategy, planning, and finance within a SaaS environment,

Qualifications

• 10 years of experience in enterprise strategy, enterprise planning, business operations, or strategic finance in a SaaS company.
• Demonstrated experience in leading complex, enterprise-wide planning cycles and coordinating inputs across multiple functions.
• Experience connecting long-range planning, annual planning, portfolio prioritization, and in-year performance management within a technology or SaaS environment.
• Ability to combine strategic thinking, analytical rigor, and executive presence to influence outcomes in a highly matrixed organization.
• Demonstrated analytical capability to structure ambiguous problems, develop scenario modeling, evaluate scenarios and trade-offs, and develop recommendations.
• Demonstrated experience creating and presenting executive-ready materials that translate detailed business inputs into concise insights for senior leaders.
• Demonstrated track record in collaborating with Corp FP&A and cross-functional teams.
• Proficient in Excel modeling and data analytics.
• Experience in planning workflow tools that improved decision quality and adoption.
• MBA preferred, consulting background preferred.

Responsibilities

• Design and manage the end-to-end enterprise planning process, governance, milestones, and decision points to ensure functions and product lines operate with one coordinated process.
• Translate enterprise priorities into planning frameworks, templates, decision criteria, and analytical requirements that improve the quality and comparability of submissions.
• Analyze functional and product plans, build connections, identify inter-dependencies, and surface gaps, risks, and trade-offs to support data-driven investment prioritization and trade-off decisions.
• Create executive-ready presentations and concise recommendations that synthesize complex planning input into a clear enterprise narrative.
• Facilitate cross-functional planning sessions, drive focused discussions, frame the decisions required, document outcomes, and follow through deliverables across accountable owners.
• Continuously improve planning processes, tools, and measures by gathering stakeholder feedback, identifying friction points, and implementing scalable solutions.

Education

MBA (Master of Business Administration)

Job description

UKG is seeking a Principal, Planning Process to design and lead the company’s integrated enterprise planning process, aligning long-range planning with annual planning, strategic priorities, and in-year execution. You’ll partner with Corp FP&A to connect strategy with execution across functions, guiding cross-functional planning discussions and equipping executives with insights.

The role requires a proven track record in enterprise strategy, planning, and finance within a SaaS environment,