Mgr. Financial Planning & Analysis

UKG (Ultimate Kronos Group); Montpelier (VT); On-site; USD 102,000 - 145,000; Full time

Benefits offered by this job

Performance bonus

Restricted stock units

Job summary

UKG, the Workforce Operating Platform, is seeking a self-motivated Corporate FP&A Manager to drive enterprise-level financial planning and analysis. Reporting to the Director of Corporate FP&A, you will lead performance improvement, develop scalable reporting, and provide senior leadership with timely insights and actionable metrics.

The role emphasizes cross-functional collaboration with executive management and support teams, leveraging strong accounting knowledge and process improvements in a

Qualifications

• Bachelor's degree in Finance, Business, or Accounting required.
• 5+ years of financial analysis experience.
• Strong analytical and communication skills.
• Experience with ERP systems and data warehousing a plus.

Responsibilities

• Partner with Corporate functions to provide decision support and strategic financial analysis.
• Develop and mentor a team of analysts, guiding day-to-day work and development.
• Improve internal financial reporting and provide timely insights to leadership.
• Drive the budget process from long-term modeling to annual operating plans.
• Create and present internal reports illustrating data-driven business value.
• Collaborate on ad hoc analyses and modeling for strategic initiatives.

Skills

Financial modeling

Executive communication

Analytical thinking

Leadership

Data storytelling

Excel & PowerBI

Education

Bachelor's degree in Finance/Business/Accounting

5+ years financial analysis experience

Tools

Microsoft D365

IBM TM1

Power BI

Job description

Why UKG:

At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do.

We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters - and so do you.

UKG is looking for a self-motivated, proactive Corporate FP&A Manager with proven ability to thrive in a fast paced and changing environment to support our growing Finance organization. Reporting to the Director of Corporate FP&A, the focus will be on driving the enterprise level financial planning and analysis function with an emphasis on performance improvement; providing quality management information; and furthering the development of scalable reporting and processes, analytical tools, and key performance metrics. The ability to collaborate across all functional areas of the business constructively and efficiently, within a fast-paced, environment is critical. This role will interact closely with various individuals from executive management to support roles. The successful candidate possesses a broad understanding of finance and accounting concepts along with strong analytical and interpersonal skills, preferably with software industry experience.

Primary/Essential Duties and Key Responsibilities:

• A successful candidate will be customer, creative and solution oriented, while delivering timely and high-quality results and able to pursue multiple concurrent initiatives.
• Partner with Corporate functions including building critical cross-functional relationships providing decision support, strategic financial analysis and guidance, and supporting them within processes such as headcount and expense planning.
• Manage, develop, and mentor a team of analysts, providing direction, support, and empowerment in both day-to-day work and overall professional development
• Develop & improve internal financial reporting and commentary that provides senior leaders with timely insights into trends, operational results, and growth drivers.
• Assist in driving the budget process from long term financial modeling to annual operating plan creation.
• Ensure accurate and timely internal reporting packages and presentations that illustrate a well-thought-out story that is backed by strong data points and metrics and provides the business value added insight to enable business decisions.
• Develop new analytics and reporting to understand Financial performance and communicate results to Executive Leadership, highlighting trends, business insights and actionable recommendations.
• Establish and report on key business metrics that measure the organizations progress towards its' long-term value creation objectives
• Create financial models and perform analysis to support decision making.
• Work within our team and with functional FP&A teams to improve tools used for planning and reporting.
• Continually identify and execute on internal process improvements and best practices
• Create and collaborate on ad hoc reporting and operational analysis, developing metrics, and modeling business scenarios and assessing and conveying the financial impact of business projects and initiatives
• Complete special projects and other similar financial planning and analysis duties as assigned by Director, VP, SVP Finance and/or Chief Financial Officer.

Qualification:

Knowledge, Skills and Abilities

• Exceptional business judgment, attention to detail and analytical/decision making skills
• Effective communication skills; listening, written and verbal; ability to interact and effectively communicate with staff at all levels of the Company
• Self- starter with the ability to work independently under general supervision while keeping supervisor informed
• Ability to translate data into consumable content while synthesizing the story of both what and why.
• Flexibility and openness to change; comfort making decisions amidst ambiguity
• Thinking imaginatively and intuitively while quickly grasping and synthesizing new ideas
• Capability to drive financial modeling analysis with key attention to detail
• Strong FP&A systems skills; specifically experience with ERP systems, enterprise planning and data warehousing tools, such as Microsoft D365 and IBM TM1 a plus
• Willingness to perform hands-on analysis as needed
• Advanced excel skills including strong data manipulation skills, PowerBI a plus

Education/Certification/License:

• Bachelor's degree in Finance, Business, or Accounting related discipline required
• 5+ years of experience in financial analysis; Managerial Experience is a plus

Company Overview:

UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry - because great organizations know their workforce is their competitive edge. Learn more at ukg.com.

Equal Opportunity Employer

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

View The EEO Know Your Rights poster (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

UKG participates in E-Verify. View the E-Verify posters here (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf) .

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [e-mail] .

The pay range for this position is $102,300 to $145,000. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG's benefits and rewards at https://www.ukg.com/about-us/careers/benefits

It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.