Enterprise Planning Lead: Strategy-to-Execution

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

Job summary

UKG is seeking a Principal, Planning Process to design and lead an integrated enterprise planning process, connecting long-range planning with annual and in-year execution. You will collaborate with Corp FP&A to align investments and resources, guiding cross-functional discussions and producing executive-ready materials for senior leaders.

The role requires strong strategic thinking, analytical rigor, and a track record of delivering scalable planning solutions in 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, dependencies, and decisions across multiple functions or business units.
• 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, choices, and decisions 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 organizational adoption.
• MBA preferred, consulting background preferred

Responsibilities

• Design and manage end-to-end enterprise planning process with governance and milestones.
• Translate enterprise priorities into planning frameworks, templates, decision criteria, and analytical requirements.
• 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 an enterprise narrative.
• Facilitate cross-functional planning sessions, drive focused discussions, document outcomes, and ensure deliverables across owners.
• Continuously improve planning processes, tools, and measures by gathering feedback and implementing scalable solutions.

Skills

Strategic thinking

Data analytics

Excel modeling

Executive presence

Cross-functional collaboration

SaaS experience

FP&A collaboration

Scenario modeling

Stakeholder management

Portfolio prioritization

Education

MBA preferred

Job description

UKG is seeking a Principal, Planning Process to design and lead an integrated enterprise planning process, connecting long-range planning with annual and in-year execution. You will collaborate with Corp FP&A to align investments and resources, guiding cross-functional discussions and producing executive-ready materials for senior leaders.

The role requires strong strategic thinking, analytical rigor, and a track record of delivering scalable planning solutions in a SaaS environment.