Strategic FP&A Lead: Forecasting, Insights & Growth

UKG; Pierre (SD); On-site; USD 106,000 - 135,000; Full time

Benefits offered by this job

Bonus plan

Restricted stock units (RSU)

Job summary

UKG is seeking a Lead Financial Analyst to join our growing Finance organization. You will lead financial planning, forecasting, reporting, and strategic analysis for key G&A functions, partnering with business leaders to drive data-based decisions and executive-ready insights.

The role emphasizes advancing AI adoption in Finance, simplifying processes, and delivering clear reporting through Power BI, with collaboration across FP&A, Accounting, IT, People, Legal, and Real Estate.

Qualifications

• 5–8 years of progressive experience in Finance, FP&A, Corporate Finance, Strategic Finance, or a related analytical role.
• Proven ability to lead financial planning, forecasting, and analysis for business functions or departments.
• Strong financial modeling skills, including expense planning, workforce modeling, scenario analysis, and investment evaluation.
• Advanced proficiency with Microsoft Excel, including complex financial models, large datasets, and management reporting.
• Demonstrated ability to influence decisions and communicate financial recommendations with confidence.

Responsibilities

• Serve as a trusted financial partner to business leaders, advising on investments and resource allocation.
• Lead annual planning, quarterly forecasting, monthly reviews, and long-range planning for G&A.
• Analyze performance against forecasts, identify drivers, risks, and opportunities.
• Evaluate costs, ROI, and trade-offs across headcount, vendor spend, and operating expenses.
• Build and own financial models to support expense and workforce planning and scenario analysis.
• Develop executive-ready reporting, dashboards, and narratives for leadership.
• Define key financial metrics with business leaders and track progress against plans.
• Drive FP&A processes using automation and AI-enabled tools and improve reporting.
• Collaborate with FP&A, Accounting, IT, People, Legal, Real Estate, Communications, and others to align priorities.
• Lead high-impact analyses and projects, turning ambiguous questions into decisions.

Skills

Financial forecasting

Financial planning

Financial analysis

Communication skills

Problem-solving

Business judgment

Collaboration

Education

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

Tools

Power BI

Microsoft Excel

Job description

UKG is seeking a Lead Financial Analyst to join our growing Finance organization. You will lead financial planning, forecasting, reporting, and strategic analysis for key G&A functions, partnering with business leaders to drive data-based decisions and executive-ready insights.

The role emphasizes advancing AI adoption in Finance, simplifying processes, and delivering clear reporting through Power BI, with collaboration across FP&A, Accounting, IT, People, Legal, and Real Estate.