Dir. Financial Planning & Analysis

About the role

UKG is seeking a strategic and results-driven Director - Corporate FP&A. In this high-impact role, you will partner with cross-functional leaders and the executive team to drive long-term financial planning, provide actionable insights, and support key strategic decisions that fuel our growth. The focus will be on driving the enterprise-level financial planning and analysis function with an emphasis on performance improvement; providing quality management information; and furthering the development of scalable reporting and processes, analytical tools, and key performance metrics.

You’ll oversee the development of comprehensive financial models, manage the annual budgeting and forecasting processes, and mentor a high-performing team—all to ensure our financial strategy aligns with our business objectives. Additionally, you’ll work closely with senior leaders across departments to deliver insights that shape the future of UKG.

In our team, analytical prowess meets a growth enterprise mindset. We synthesize data, understand business functions, build complex financial models, reimagine business processes, and actively shape key decisions. As stewards of financial data, we protect UKG with a business-wide mindset, while our innovation-driven approach anticipates challenges and drives transformative insights. Choosing UKG Finance means embracing a dynamic environment where your skills contribute to a journey beyond conventional finance roles.

Responsibilities

• Provide strategic leadership to the FP&A function by ensuring that financial planning, forecasting, and modeling activities align with the company’s long-term objectives.
• Partner with Corporate functions including building critical cross-functional relationships providing decision support, strategic financial analysis and guidance, and supporting them within processes such as headcount and expense planning.
• Oversee the development and execution of company-wide financial plans, managing annual budgets, quarterly forecasts, and long-term financial models that support our growth initiatives.
• Build sophisticated financial models to evaluate the impact of new initiatives, operational improvements, and strategic opportunities, including mergers and acquisitions.
• Prepare and deliver concise, impactful reports and presentations that communicate critical insights and strategic recommendations to the CFO, executive team, and Board of Directors.
• Develop & improve internal financial reporting and commentary that provides senior leaders with timely insights into trends, operational results, and growth drivers.
• Conduct comprehensive variance analyses to identify trends, risks, and opportunities, and offer strategic recommendations to optimize financial performance.
• Ensure accurate and timely internal reporting packages and presentations that illustrate a well-thought-out story backed by strong data points and metrics, providing business value-added insight to enable business decisions.
• Develop and refine key performance indicators (KPIs), metrics, and dashboards that enhance business intelligence and inform executive decisions.
• Lead, mentor, and develop a high-performing team of financial professionals, fostering a culture of continuous improvement and professional growth.

Qualifications

• 10+ years’ experience in a Finance role with 5+ in FP&A; Managerial Experience is Required.
• Strategic-thinker with significant experience successfully developing and driving forward enterprise-level business initiatives.
• Ability to lead, influence, and drive priorities at the business executive level as well as build relationships and collaborate across all levels of the Company.
• Excellent financial modeling and analytical skills, including experience in reporting tools such as Anaplan, IBM Planning Analytics, and Power BI.
• Strong results orientation and accountability with the ability to solve problems and execute in a dynamic, fast-paced environment.
• Strong and effective written and verbal communication skills.
• Flexibility and openness to change; comfort making decisions amidst ambiguity.
• Detail-oriented with excellent analytical skills and interest in continuous process improvement.

Education

Business Degree in Finance, Accounting, Engineering, or related field (Masters preferred).

Pay

The pay range for this position is $145,600 to $185,000. 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.

Benefits

Learn more about UKG’s benefits and rewards at https://www.ukg.com/about-us/careers/benefits.