Principal, Enterprise Planning & Execution Strategy

UKG; Montpelier (VT); On-site; USD 130,000 - 186,000; Full time

Job summary

UKG is seeking a Principal, Planning Process to design and lead the company’s integrated enterprise planning process. You will connect long-range and annual planning with execution, collaborating with Corp FP&A to align investments and outcomes.

You will translate priorities into planning frameworks, drive cross-functional discussions, and equip executives with analyses to guide resource decisions. This role requires strong strategic, analytical, and presentation skills.

Qualifications

• 10 years of experience in enterprise strategy, planning, ops, or strategic finance in a SaaS company.
• Experience leading complex, enterprise-wide planning cycles and coordinating inputs across functions.
• Experience connecting long-range planning, annual planning, portfolio prioritization, and in-year performance management in tech/SaaS.

Responsibilities

• Design and manage end-to-end enterprise planning process, governance, milestones, and decision points.
• Translate priorities into planning frameworks, templates, and analytical requirements.
• Analyze functional/product plans, identify inter-dependencies, surface gaps and risks.
• Create executive-ready presentations and concise recommendations for senior leaders.
• Facilitate cross-functional planning sessions, document outcomes, and track deliverables.
• Continuously improve planning processes, tools, and measures based on stakeholder feedback.

Skills

Enterprise strategy

Planning process design

Cross-functional collaboration

Excel modeling

Data analysis

Executive presence

Education

MBA

Tools

Excel

PowerPoint

BI tools

Job description

UKG is seeking a Principal, Planning Process to design and lead the company’s integrated enterprise planning process. You will connect long-range and annual planning with execution, collaborating with Corp FP&A to align investments and outcomes.

You will translate priorities into planning frameworks, drive cross-functional discussions, and equip executives with analyses to guide resource decisions. This role requires strong strategic, analytical, and presentation skills.