Principal, Planning Process

UKG; United States; On-site; USD 130,000 - 186,000; Full time

Job summary

UKG seeks a Principal, Planning Process to design and lead an integrated enterprise planning process that connects long‑range planning, annual planning, strategic priorities, and in‑year execution into a single operating rhythm.

The role collaborates closely with Corp FP&A to align strategy with planning and execution, guiding cross‑functional discussions and equipping executives with analyses to align investments, resources, and outcomes.

Qualifications

• 10 years of experience in enterprise strategy, enterprise planning, business operations, or strategic finance in a SaaS company.
• Demonstrated experience in leading complex, enterprise-wide planning cycles and coordinating inputs, dependencies, and decisions across multiple functions or business units.
• Experience connecting long‑range planning, annual planning, portfolio prioritization, and in‑year performance management within a technology or SaaS environment.
• Ability to combine strategic thinking, analytical rigor, and executive presence to influence outcomes in a highly matrixed organization.
• Demonstrated analytical capability to structure ambiguous problems, develop scenario modeling, evaluate scenarios and trade‑offs, and develop recommendations.
• Demonstrated experience creating and presenting executive‑ready materials that translate detailed business inputs into concise insights, choices, and decisions for senior leaders.
• Demonstrated track record in collaborating with Corp FP&A and cross‑functional teams
• Proficient in excel modeling and data analytics
• Experience in planning workflow tools that improved decision quality and organizational adoption
• MBA preferred, consulting background preferred

Responsibilities

• Design and manage the end-to-end enterprise planning process, governance, milestones, and decision points to ensure functions and product lines operate with one coordinated process.
• Translate enterprise priorities into planning frameworks, templates, decision criteria, and analytical requirements that improve the quality and comparability of submissions.
• Analyze functional and product plans, build connections, identify inter‑dependencies, and surface gaps, risks, and trade‑offs to support data‑driven investment prioritization and trade‑off decisions.
• Create executive‑ready presentations and concise recommendations that synthesize complex planning input into a clear enterprise narrative.
• Facilitate cross‑functional planning sessions, drive focused discussions, frame the decisions required, document outcomes, and follow through deliverables across accountable owners.
• Continuously improve planning processes, tools, and measures by gathering stakeholder feedback, identifying friction points, and implementing scalable solutions

Skills

Enterprise strategy

Executive presence

Analytical rigor

Data analytics

Excel modeling

Cross-functional collaboration

Education

MBA preferred

Tools

Excel

Planning tools

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.

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.

About The Team

The Enterprise Strategic Programs and Business Operations team develops enterprise integrated planning process and operating rhythm with coordinated plans, disciplined execution, and transparent performance management. We partner across functions and product lines to orchestrate enterprise planning, lead high-priority cross‑functional initiatives, and build company‑level execution management framework to ensure seamless execution. The team is uniquely positioned at the intersection of enterprise strategy, planning, operating cadence, and transformation, with broad visibility across UKG functions and direct exposure to senior leaders.

About The Role

The Principal, Planning Process will design and lead UKG's integrated enterprise planning process, connecting long‑range planning, annual planning, strategic priorities, and in‑year execution management into one operating rhythm. This role will collaborate closely with Corp FP&A to connect strategy with planning and execution through an integrated process, guide cross‑functional planning discussions, and equip executives with the analyses and materials needed to align investments, resources, and outcomes.

• Design and manage the end-to-end enterprise planning process, governance, milestones, and decision points to ensure functions and product lines operate with one coordinated process
• Translate enterprise priorities into planning frameworks, templates, decision criteria, and analytical requirements that improve the quality and comparability of submissions
• Analyze functional and product plans, build connections, identify inter‑dependencies, and surface gaps, risks, and trade‑offs to support data‑driven investment prioritization and trade‑off decisions
• Create executive‑ready presentations and concise recommendations that synthesize complex planning input into a clear enterprise narrative
• Facilitate cross‑functional planning sessions, drive focused discussions, frame the decisions required, document outcomes, and follow through deliverables across accountable owners
• Continuously improve planning processes, tools, and measures by gathering stakeholder feedback, identifying friction points, and implementing scalable solutions

Qualifications

• 10 years of experience in enterprise strategy, enterprise planning, business operations, or strategic finance in a SaaS company
• Demonstrated experience in leading complex, enterprise-wide planning cycles and coordinating inputs, dependencies, and decisions across multiple functions or business units
• Experience connecting long‑range planning, annual planning, portfolio prioritization, and in‑year performance management within a technology or SaaS environment
• Ability to combine strategic thinking, analytical rigor, and executive presence to influence outcomes in a highly matrixed organization.
• Demonstrated analytical capability to structure ambiguous problems, develop scenario modeling, evaluate scenarios and trade‑offs, and develop recommendations
• Demonstrated experience creating and presenting executive‑ready materials that translate detailed business inputs into concise insights, choices, and decisions for senior leaders
• Demonstrated track record in collaborating with Corp FP&A and cross‑functional teams
• Proficient in excel modeling and data analytics
• Experience in planning workflow tools that improved decision quality and organizational adoption
• MBA preferred, consulting background preferred

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.

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UKG participates in E-Verify. View the E-Verify posters here.

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 $129,500 to $186,100. 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