Enterprise Planning Process Lead

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

Job summary

UKG is seeking a Principal, Planning Process to design and lead our integrated enterprise planning process, connecting long-range planning, annual planning, strategic priorities, and in-year execution into one rhythm.

You will collaborate with Corp FP&A to align investments and resources, guide cross-functional planning discussions, and equip executives with analyses and materials to drive data-driven decisions.

Qualifications

• 10+ years in enterprise strategy, planning, or strategic finance within a SaaS company.
• Experience leading enterprise-wide planning cycles across multiple functions.
• Experience connecting long-range planning, annual planning, portfolio prioritization, and in-year performance management.
• Ability to influence outcomes in a highly matrixed organization.
• Strong capability to structure ambiguous problems, run scenario modeling, and develop recommendations.
• Experience creating executive-ready materials translating detailed inputs into concise insights for senior leaders.
• Proven track record collaborating with Corp FP&A and cross-functional teams.

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 submission quality and comparability.
• Analyze functional and product plans, identify inter-dependencies, surface gaps, risks, and trade-offs for data-driven prioritization.
• Create executive-ready presentations and concise recommendations that synthesize planning input into an enterprise narrative.
• Facilitate cross-functional planning sessions, drive focused discussions, document outcomes, and follow through deliverables across owners.
• Continuously improve planning processes, tools, and measures by gathering feedback and implementing scalable solutions.

Skills

Excel modeling

Data analytics

Executive presence

Cross-functional leadership

Scenario modeling

Strategic thinking

FP&A collaboration

Portfolio prioritization

SaaS experience

Executive briefs

Education

MBA preferred

Consulting background preferred

Job description

UKG is seeking a Principal, Planning Process to design and lead our integrated enterprise planning process, connecting long-range planning, annual planning, strategic priorities, and in-year execution into one rhythm.

You will collaborate with Corp FP&A to align investments and resources, guide cross-functional planning discussions, and equip executives with analyses and materials to drive data-driven decisions.