Senior Enterprise Planning Lead

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

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.