Sr. Financial Analyst

Job Title

Job Title

Job Description

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.

Primary/Essential Duties and Key Responsibilities

Assist with creation and distribution of monthly reporting packages using both financial and customer-based metrics while adhering to deadlines.

Participate in the monthly and quarterly close process of financial results through the gathering and analysis of historical data, trending future requirements, and summarizing in a meaningful way.

Understand consolidated financial results and drive meaningful interpretation by doing variance analysis against budgeted, forecast and year-over-year comparison.

Involvement in the strategic planning process, assessment of strategic investments and decision support. Proven ability to influence and partner with senior leadership on strategic initiatives.

Drive rationalization and standardization of financial models across the organization to improve efficiency and consistency.

Involvement in M&A integration, assessment and update of financial plans for the organization

Establish and maintain financial reporting, metrics, dashboards and analysis that meet the needs of the business, corporate finance and executive leadership

Continually identify and execute on internal process improvements

Develop and prepare internal reporting packages and dashboards that provides the business value added insight to enable business decisions

Collaborate cross-functionally with other financial analysts and managers on special projects, as prioritized by finance leadership.

Partner with cross functional teams in the design, development, testing and implementation activities relating to reporting and system enhancements while identifying opportunities for improvement in efficiency and effectiveness of business operations.

Develop and maintain product-level P&L reporting and analysis to support profitability and strategic decisions.

Mentor junior analysts and lead cross-functional projects to enhance the FP&A function

Serve as a subject matter expert to the Finance organization on our planning system from a reporting standpoint as well as Anaplan

Load, maintain and analyze global corporate assumptions in TM1.

Qualifications

Knowledge, Skills and Abilities

Thorough understanding of financial statements and financial reporting

Strong organizational and analytical skills to understand business requirements and track plan changes

Effective communication skills; listening, written and verbal; ability to interact and effectively communicate with staff at all levels of the Company

Experience analyzing financial reporting problems, developing strategies, and designing reporting solutions

Ability to work in a fast-paced environment and to proactively anticipate and resolve potential issues

Willingness to be agile and learn and adapt to new processes and systems in a fast-paced and ever-changing environment

Solid interpersonal skills and ability to align with various teams across the organization

Experience, Education, Certification, License and Training

Bachelor's degree in Finance, Accounting, Commerce, Data Analytics or similar related field

3 to 5 years+ of relevant work experience in a Financial Analyst capacity, working in a Technology company preferred

Professional designation such as CPA, CFA or other equivalent preferred

Experience with in-depth use of Enterprise planning systems such as TM1, Anaplan or like systems a plus

Experience with data management and visualization solutions such as Power BI is a plus

Advanced working knowledge of Microsoft Excel, especially in financial modeling is expected

Remote position

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. View The EEO Know Your Rights poster 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 View email address on click.appcast.io.

The pay range for this position is $80,800 to $120,000. 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. Learn more about UKG's benefits and rewards at

It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.