Sr Financial Analyst

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

Why UKG:

At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That’s what we do.

We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you’ll get flexibility that’s real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters—and so do you.

UKG is seeking a Senior Financial Analyst to join our growing Finance organization. This role will be part of the FP&A team and will support financial planning, forecasting, budgeting, reporting, and analysis for G&A departments.

At UKG, our purpose is people. We are committed to helping organizations understand and empower the working world, and our Finance team plays an important role in enabling thoughtful, data-driven decisions that support our customers, employees, and business priorities.

The Senior Financial Analyst will partner with business leaders and cross-functional teams to deliver financial insights, improve reporting efficiency, and support strategic decision-making. This role is ideal for someone who thrives in a fast-paced environment, takes ownership, and can translate financial data into clear, actionable business insights.

This person will play a key role in supporting annual planning, forecasting, operational reporting, executive-ready communications, and strategic analysis, while also helping identify practical ways to use AI to streamline forecasting, reporting, and business workflows. The ideal candidate is curious, data-driven, and comfortable asking thoughtful questions. They enjoy digging into the details, connecting the dots, and turning data into clear insights that help teams make better decisions.

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.

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.

Company Overview

UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry — because great organizations know their workforce is their competitive edge. Learn more at ukg.com.

Equal Opportunity Employer

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

UKG participates in E-Verify. View the E-Verify posters here.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [e-mail].

View The EEO Know Your Rights poster

The pay range for this position is $80,800 to $116,150. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG’s benefits and rewards at https://www.ukg.com/about-us/careers/benefits