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

UKG; Topeka (KS); On-site; USD 81,000 - 116,000; Full time

Job summary

UKG is seeking a Senior Financial Analyst to join our FP&A team. You’ll support planning, forecasting, budgeting, reporting, and analysis for G&A departments, partnering with business leaders to translate financial data into clear insights. You’ll help improve reporting efficiency, build financial models, and drive AI-enabled forecasting and automation initiatives.

The role requires 3–5 years in Finance/FP&A, advanced Excel, and experience with Power BI or similar tools in a tech environment.

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 who operates with curiosity, accountability, integrity, and a 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 an ownership mindset and the 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 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

Analytical thinking

Strong communication

Ownership mindset

Interpreting financial data

Problem-solving

Education

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

Tools

Microsoft Excel

Power BI

Tableau

Anaplan

IBM Planning Analytics

Job description

UKG is seeking a Senior Financial Analyst to join our FP&A team. You’ll support planning, forecasting, budgeting, reporting, and analysis for G&A departments, partnering with business leaders to translate financial data into clear insights. You’ll help improve reporting efficiency, build financial models, and drive AI-enabled forecasting and automation initiatives.

The role requires 3–5 years in Finance/FP&A, advanced Excel, and experience with Power BI or similar tools in a tech environment.