Enterprise Planning Lead: Strategy to Execution

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

Benefits offered by this job

Performance bonus

RSU awards

Job summary

UKG is seeking a PrincipaI, Planning Process to design and lead our integrated enterprise planning process, connecting long-range and annual planning with in-year execution. You will work closely with Corp FP&A to align investments and resources through a coordinated operating rhythm.

You will translate priorities into planning templates, analyze interdependencies, and deliver executive-ready recommendations to senior leaders, guiding cross-functional sessions and improving planning tools and

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 experience collaborating with Corp FP&A and cross-functional teams.
• Proficient in Excel modeling and data analytics.
• Experience planning workflow tools that improved decision quality and organizational 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

Skills

Enterprise planning

Strategic finance

SaaS experience

Excel modeling

Cross-functional leadership

Executive presence

Data analytics

Education

MBA

Job description

UKG is seeking a PrincipaI, Planning Process to design and lead our integrated enterprise planning process, connecting long-range and annual planning with in-year execution. You will work closely with Corp FP&A to align investments and resources through a coordinated operating rhythm.

You will translate priorities into planning templates, analyze interdependencies, and deliver executive-ready recommendations to senior leaders, guiding cross-functional sessions and improving planning tools and