Enterprise Planning Process Leader

UKG (Ultimate Kronos Group); Montpelier (VT); 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 that connects long-range planning, annual planning, strategic priorities, and in-year execution into one operating rhythm. You will collaborate with Corp FP&A to align investments, resources, and outcomes.

You will translate priorities into planning frameworks, build executive-ready materials, and drive cross-functional planning discussions to empower senior leadership decisions 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 lead 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 strategy

Enterprise planning

Business operations

Strategic finance

Excel modeling

Data analytics

Executive presence

Cross-functional leadership

Education

MBA preferred

Consulting background preferred

Tools

Excel

Job description

UKG is seeking a Principal, Planning Process to design and lead an integrated enterprise planning process that connects long-range planning, annual planning, strategic priorities, and in-year execution into one operating rhythm. You will collaborate with Corp FP&A to align investments, resources, and outcomes.

You will translate priorities into planning frameworks, build executive-ready materials, and drive cross-functional planning discussions to empower senior leadership decisions and