Dir. Financial Planning & Analysis

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.

Role Overview

The Director, FP&A - Executive Decision Support is a senior finance leader within UKG, responsible for driving enterprise-level financial planning and analysis while leading high-impact, cross-functional strategic finance initiatives that directly influence revenue growth, retention, margin, cash flow, and customer value.

This role operates at the intersection of Corporate FP&A, commercial strategy, and executive decision-making. The Director partners closely with executive leadership and cross-functional teams to translate business strategy, customer dynamics, pricing, and commercial decisions into clear financial insights that improve decision quality and long-term enterprise outcomes.

Key Responsibilities

Enterprise FP&A & Executive Decision Support

• Lead enterprise-level financial planning, forecasting, and performance management with a focus on actionable insights and performance improvement.
• Partner with the CFO, executive leadership team, and Board to deliver clear financial analysis and recommendations.
• Develop financial models to evaluate strategic initiatives, operational improvements, and commercial decisions.
• Prepare executive-ready reporting and presentations that clearly articulate performance drivers and trends.

• Provide financial analysis and modeling support for cross-functional strategic initiatives tied to commercial performance and customer value.
• Translate customer, product, pricing, and commercial changes into clear financial implications.
• Establish KPIs, financial guardrails, and success metrics for disciplined evaluation of initiatives.
• Support initiative design through ROI analysis and performance tracking.

• Lead high-impact, ad hoc strategic finance projects sponsored by the CFO or executive leadership.
• Develop scenario-based analyses and decision frameworks for complex, ambiguous business questions.
• Act as a finance thought partner on emerging priorities requiring rapid synthesis of data and insight.

• Partner with commercial leaders on revenue growth and retention initiatives.
• Lead financial support for credits and concessions governance.
• Ensure commercial decisions align with customer lifetime value, margin, and cash flow objectives.
• Partner with Legal, Deal Desk, Accounting, and business leaders on non-standard commercial situations.

• Serve as a trusted finance partner across Corporate, Commercial, and Services organizations.
• Represent Finance in cross-functional forums related to renewals, retention, and customer value.
• Drive alignment between commercial actions and long-term financial strategy.

• Lead, mentor, and develop a high-performing FP&A team.
• Strengthen scalable reporting, analytics, and financial processes to improve decision velocity.

• 10+ years of progressive finance experience with 5+ years in FP&A and people leadership.
• Proven experience supporting executive decision-making through complex financial analysis.
• Strong commercial finance acumen, including pricing, retention, renewals, or deal economics.
• Exceptional financial modeling, analytical, and storytelling skills.
• Experience in a public company or IPO environment preferred.
• Advanced experience with Anaplan, IBM Planning Analytics, Power BI, or similar tools.