GTM Finance Lead - FP&A & Headcount Strategy

UKG; Lincoln (NE); On-site; USD 106,000 - 135,000; Full time

Job summary

UKG is seeking a finance business partner for its GTM and Marketing leadership to steer headcount investments, expense management, and resource allocation. You will lead GTM headcount planning, budgeting, forecasting, and tracking in collaboration with HR and business leaders.

You will analyze performance against plan, deliver insights, and develop financial models for scenario planning and growth initiatives.

Qualifications

• Minimum 5+ years in Go To Market Finance, Strategic Planning, Operations Finance, or FP&A.
• Experience forecasting, budgeting, and financial modeling.
• Experience managing headcount planning and Opex for Marketing or GTM teams.
• Advanced Excel and financial modeling skills.
• Self-starter with ability to work independently with minimal supervision.

Responsibilities

• Serve as the primary finance business partner to GTM and Marketing leadership, providing decision support on headcount investments, expense management, and resource allocation
• Lead GTM headcount planning, including budgeting, forecasting, and tracking against targets in partnership with HR and business leaders
• Analyze financial performance versus plan, delivering insights on key drivers and actionable recommendations to senior stakeholders
• Build and maintain financial models to support scenario planning and strategic decision-making for GTM investments and growth initiatives
• Drive expense discipline by monitoring spend trends and identifying opportunities for cost optimization and efficiency improvements
• Partner cross-functionally with Corporate FP&A, Sales Finance, and HR to ensure alignment across planning, reporting, and operational processes
• Support annual planning (AOP), monthly close, and corporate reporting deliverables, while continuously improving forecasting and reporting processes

Skills

Finance business partnering

Forecasting & budgeting

Headcount planning

Advanced Excel

Independent / self-starter

Education

Business degree in Finance, Accounting, or related field

5+ years Go To Market Finance / FP&A

Job description

UKG is seeking a finance business partner for its GTM and Marketing leadership to steer headcount investments, expense management, and resource allocation. You will lead GTM headcount planning, budgeting, forecasting, and tracking in collaboration with HR and business leaders.

You will analyze performance against plan, deliver insights, and develop financial models for scenario planning and growth initiatives.