Enterprise Planning Process Lead

UKG (Ultimate Kronos Group); Oklahoma City (OK); On-site; USD 130,000 - 186,000; Full time

Benefits offered by this job

Performance-based bonus

Restricted stock units (RSUs)

Benefits package

Job summary

UKG seeks a Principal, Planning Process to design and lead its integrated enterprise planning process, aligning long-range and annual planning with in-year execution. You will connect strategy with execution alongside Corp FP&A, guiding cross-functional discussions and prioritizing investments.

You will translate priorities into scalable planning frameworks, develop executive-ready materials, and drive alignment across product lines and functions for sustained enterprise performance.

Qualifications

• 10 years of experience in enterprise strategy, enterprise planning, business operations, or strategic finance in a SaaS company.
• Experience leading complex, enterprise-wide planning cycles and coordinating inputs across 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 matrixed organization.
• Demonstrated ability to translate detailed inputs into executive-ready insights, choices, and decisions.

Responsibilities

• Design and manage the end-to-end enterprise planning process, governance, milestones, and decision points.
• Translate enterprise priorities into planning frameworks, templates, and analytical requirements.
• Analyze functional and product plans, identify inter-dependencies, and surface risks and trade-offs.
• Create executive-ready presentations and concise recommendations for senior leaders.
• Facilitate cross-functional planning sessions, document outcomes, and drive deliverables across owners.
• Continuously improve planning processes, tools, and measures with stakeholder feedback.

Skills

Enterprise strategy

Enterprise planning

Business operations

Strategic finance

SaaS experience

Cross-functional leadership

Executive presence

Analytical thinking

Scenario modeling

Executive presentations

Excel modeling

Data analytics

Planning workflow tools

Collaboration with Corp FP&A

Education

MBA preferred

Tools

Planning tools

Job description

UKG seeks a Principal, Planning Process to design and lead its integrated enterprise planning process, aligning long-range and annual planning with in-year execution. You will connect strategy with execution alongside Corp FP&A, guiding cross-functional discussions and prioritizing investments.

You will translate priorities into scalable planning frameworks, develop executive-ready materials, and drive alignment across product lines and functions for sustained enterprise performance.