Senior Financial Analyst, FP&A & AI-Driven Insights

UKG; Providence (RI); On-site; USD 81,000 - 116,000; Full time

Job summary

UKG is seeking a Senior Financial Analyst to join our FP&A team in Providence, RI. You will drive financial planning, forecasting, budgeting, and reporting for G&A functions, building robust models and executive-ready insights.

You’ll partner with cross-functional leaders to translate data into actionable recommendations, supporting annual planning and quarterly forecasts. Proficiency in Excel and BI tools, plus a proactive, collaborative mindset, are essential.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field.
• 3-5 years of experience in Finance, FP&A, Corporate Finance, Data Analytics, or a related role.
• Experience supporting business functions, corporate operations, or G&A in a high-growth tech/SaaS/global org.
• Collaborative team player with curiosity, accountability, integrity, and continuous improvement mindset.
• Advanced proficiency with Microsoft Excel, including financial modeling, variance analysis, and recurring reporting.
• Strong analytical, troubleshooting, and problem-solving skills.
• Ability to interpret financial data and communicate insights clearly to Finance and non-Finance audiences.
• Self-starter with ownership mindset and ability to manage complexity, ambiguity, changing priorities, and tight deadlines.
• Strong communication, presentation, and interpersonal skills, with the ability to build trusted relationships across teams.
• Experience with Power BI, Tableau, Anaplan, IBM Planning Analytics, or similar tools.

Responsibilities

• Partner with business leaders to understand key financial drivers, operating trends, headcount plans, vendor spend, and business priorities.
• Support annual planning, quarterly forecasting, monthly reporting, and budgeting processes for G&A departments.
• Analyze results against forecasts and budgets, identifying key trends, risks, opportunities, business drivers, and recommended actions.
• Build and maintain financial models to support expense planning, headcount analysis, vendor spend tracking, and scenario planning.
• Prepare financial insights, dashboards, and executive-ready summaries that translate financial performance into clear business implications.
• Improve reporting efficiency through automation, AI-enabled tools, processes, and data visualization platforms such as Power BI.
• Partner with teams across FP&A, Accounting, IT, People, Legal, Real Estate, Communications, and the broader business to streamline processes and support data-driven decisions that advance company priorities.

Skills

Excel expertise

Financial modeling

Variance analysis

Data analysis

Communication skills

Problem solving

Cross-functional collab

Education

Bachelor’s degree in Finance/Accounting/Economics/Business/Data Analytics

Tools

Power BI

Tableau

Anaplan

IBM Planning Analytics

Excel

Job description

UKG is seeking a Senior Financial Analyst to join our FP&A team in Providence, RI. You will drive financial planning, forecasting, budgeting, and reporting for G&A functions, building robust models and executive-ready insights.

You’ll partner with cross-functional leaders to translate data into actionable recommendations, supporting annual planning and quarterly forecasts. Proficiency in Excel and BI tools, plus a proactive, collaborative mindset, are essential.