Principal, Enterprise Planning & Execution

Ultimate Software; Austin (TX); 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. You will collaborate with Corp FP&A to align investments and resources across functions and product lines.

Lead cross-functional planning discussions, create executive-ready materials, and drive scalable improvements in planning tools and measures, partnering with senior leaders to ensure one

Qualifications

• 10+ years in enterprise strategy, planning, ops, or strategic finance in a SaaS company
• Experience leading enterprise-wide planning cycles across functions
• Experience connecting long-range planning, annual planning, portfolio prioritization, and in-year performance in tech/SaaS
• Ability to influence outcomes with strategic thinking, analytical rigor, and executive presence in a matrixed org
• Analytical ability to structure ambiguous problems, model scenarios, and guide decisions
• Experience creating executive-ready materials translating inputs into insights for senior leaders
• Experience collaborating with Corp FP&A and cross-functional teams
• Proficient in Excel modeling and data analytics
• Experience planning workflow tools improving decision quality and adoption
• MBA preferred; consulting background preferred

Responsibilities

• Design and manage end-to-end enterprise planning process, governance, milestones, and decision points
• Translate priorities into planning frameworks, templates, decision criteria, and analyses
• Analyze plans, identify inter-dependencies, gaps, risks, and trade-offs for investment prioritization
• Create executive-ready presentations and recommendations from planning input
• Facilitate cross-functional planning sessions, document outcomes, and follow through on deliverables
• Continuously improve planning processes, tools, and measures based on stakeholder feedback

Skills

Enterprise strategy

Enterprise planning

Business operations

Strategic finance

Long-range planning

Portfolio prioritization

Executive presence

Analytical modeling

Excel modeling

Data analytics

Cross-functional collaboration

Planning tools

Education

MBA

Tools

Excel

Planning tools

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. You will collaborate with Corp FP&A to align investments and resources across functions and product lines.

Lead cross-functional planning discussions, create executive-ready materials, and drive scalable improvements in planning tools and measures, partnering with senior leaders to ensure one