GTM Finance Lead & Strategic Partner

UKG Inc.; Salem (OR); On-site; USD 106,000 - 135,000; Full time

Job summary

UKG Inc. is seeking a finance partner to support GTM and Marketing leadership, focusing on headcount investments, expense management, and resource allocation. You will lead headcount planning with HR, forecast and track targets, and deliver insights to senior stakeholders.

You will build financial models for scenario planning and drive cost optimization with cross-functional teams, while supporting annual planning, monthly close, and reporting processes.

Qualifications

• Strong experience as finance business partner to senior leaders.
• Expertise in forecasting, budgeting and financial modeling.
• Experience managing headcount planning and Opex for GTM/Marketing.
• Advanced Excel/financial modeling skills.
• Self-starter able to manage processes 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 with HR and business leaders.
• Analyze financial performance versus plan, delivering insights and actionable recommendations to senior stakeholders.
• Build and maintain financial models to support scenario planning and strategic decisions for GTM investments and growth.
• Drive expense discipline by monitoring spend trends and identifying cost optimization opportunities.
• Partner cross-functionally with Corporate FP&A, Sales Finance, and HR to ensure alignment across planning, reporting, and processes.
• Support annual planning (AOP), monthly close, and corporate reporting deliverables, while improving forecasting and reporting processes.

Skills

Finance partnering

Forecasting

Budgeting

Financial modeling

Headcount planning

Advanced Excel

Education

Business Degree in Finance/Accounting

Job description

UKG Inc. is seeking a finance partner to support GTM and Marketing leadership, focusing on headcount investments, expense management, and resource allocation. You will lead headcount planning with HR, forecast and track targets, and deliver insights to senior stakeholders.

You will build financial models for scenario planning and drive cost optimization with cross-functional teams, while supporting annual planning, monthly close, and reporting processes.