Senior Financial Analyst - FP&A & AI Insights

UKG; Lowell (MA); On-site; USD 81,000 - 116,000; Full time

Benefits offered by this job

Performance-based bonus

Restricted stock units (RSU)

Job summary

UKG is seeking a Senior Financial Analyst to join our FP&A team, supporting planning, forecasting, budgeting, reporting, and analysis for G&A departments. You will partner with business leaders to translate data into actionable insights, improve reporting efficiency with AI-enabled tools, and contribute to annual planning and quarterly forecasts.

The role requires a Finance/Analytics degree and 3–5 years of related experience, with strong Excel and data visualization skills.

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 departments within a high-growth technology, SaaS, or global organization preferred.

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, process improvements, 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 proficiency

Power BI

Tableau

Anaplan

IBM Planning Analytics

Analytical thinking

Communication skills

Ownership mindset

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, Data Analytics, or related field

Tools

Power BI

Tableau

Anaplan

IBM Planning Analytics

Job description

UKG is seeking a Senior Financial Analyst to join our FP&A team, supporting planning, forecasting, budgeting, reporting, and analysis for G&A departments. You will partner with business leaders to translate data into actionable insights, improve reporting efficiency with AI-enabled tools, and contribute to annual planning and quarterly forecasts.

The role requires a Finance/Analytics degree and 3–5 years of related experience, with strong Excel and data visualization skills.