Senior FP&A Analyst: AI-Driven Forecasting & Insights

UKG; Olympia (WA); On-site; USD 81,000 - 116,000; Full time

Job summary

UKG is seeking a Senior Financial Analyst to join our FP&A team and support planning, forecasting, budgeting, reporting, and analysis for G&A departments. The role partners with business leaders to translate financial data into actionable insights and will explore AI-enhanced forecasting and reporting improvements.

The ideal candidate has 3–5 years in Finance/FP&A within a tech/SaaS or global organization, strong Excel modeling skills, and experience with Power BI or Tableau.

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.
• 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, identify trends, 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 ability to build trusted relationships across teams.
• Experience with Power BI, Tableau, Anaplan, IBM Planning Analytics, or similar planning and visualization tools 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

Financial modeling

Variance analysis

Data analytics

Executive communication

Ownership mindset

Education

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

Tools

Power BI

Tableau

Anaplan

IBM Planning Analytics

Excel

Job description

UKG is seeking a Senior Financial Analyst to join our FP&A team and support planning, forecasting, budgeting, reporting, and analysis for G&A departments. The role partners with business leaders to translate financial data into actionable insights and will explore AI-enhanced forecasting and reporting improvements.

The ideal candidate has 3–5 years in Finance/FP&A within a tech/SaaS or global organization, strong Excel modeling skills, and experience with Power BI or Tableau.