Sr Financial Analyst

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.

Job Summary:

UKG is seeking a highly analytical and detail-oriented Senior Financial Analyst to join the FP&A team, reporting to the Manager, FP&A. This role will play a key part in driving financial planning, performance analysis, and strategic decision support for the Services business.
The ideal candidate will partner cross-functionally to analyze revenue trends, provide actionable insights, support forecasting processes, and enhance reporting capabilities through automation and data visualization.

Key Responsibilities:
• Lead monthly, quarterly, and annual financial performance analysis, including revenue and expenses.
• Support budgeting, forecasting, and long-range planning processes.
• Analyze revenue trends, variances, and key drivers to provide actionable insights
• Develop and maintain revenue models, including ARR/MRR, churn, retention, and cohort analysis.
• Analyze customer behaviour, segmentation, and lifetime value (LTV).
• Provide insights into revenue growth opportunities and customer analysis.
• Create executive-level reports and presentations highlighting key trends and business performance
• Ensure data accuracy and consistency across reporting tools
• Support and actively participate in the month-end and quarter-end close processes, including journal entries and reconciliations.
• Analyze revenue subledger trends, identify key drivers of variances, and highlight risks and opportunities.
• Develop and maintain Power BI dashboards and financial reports to provide real-time insights to stakeholders.
• Drive revenue forecasting and planning activities, including scenario modelling and sensitivity analysis.
• Collaborate with cross-functional teams including Revenue Accounting, Operations, and Business Leaders.
• Extract and consolidate data from multiple systems to deliver accurate and timely reporting.
• Identify opportunities for process improvements, automation, and efficiency enhancements.
• Provide ad hoc financial analysis and decision support to leadership.

Skills & Qualifications:
• Strong proficiency in Microsoft Excel (advanced) and Power BI.
• Working knowledge of Anaplan.
• Experience with financial planning tools such as TM1 (preferred).
• Knowledge of Power Query / Power Pivot for data transformation and modelling.
• Exposure to Alteryx is a plus.
• Strong analytical, problem-solving, and data interpretation skills.
• High attention to detail with a commitment to accuracy and quality.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.