Senior FP&A Analyst — AI-Enhanced Forecasting

UKG; Phoenix (AZ); 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 the United States. This role partners with business leaders to drive financial planning, forecasting, budgeting, reporting, and analysis for G&A functions, delivering actionable insights to inform strategic decisions.

The successful candidate will build and maintain financial models, automate reporting, and support annual planning while leveraging Power BI and other analytics tools to enhance visibility across the business.

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

Excel proficiency

Analytical skills

Communication skills

Ownership mindset

Team collaboration

Problem solving

Presentation skills

Financial data interpretation

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 in the United States. This role partners with business leaders to drive financial planning, forecasting, budgeting, reporting, and analysis for G&A functions, delivering actionable insights to inform strategic decisions.

The successful candidate will build and maintain financial models, automate reporting, and support annual planning while leveraging Power BI and other analytics tools to enhance visibility across the business.