Sr Principal 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.
UKG is seeking a strategic, enterprise-minded Senior Principal, GTM Finance - FP&A to lead high-impact analytical work across our go-to-market engine. In this distinguished individual-contributor role, you will set the bar for decision quality by architecting KPI frameworks, scalable forecasting methods, and executive-ready insights that shape sales strategy, investment choices, and growth outcomes. You will operate as a trusted advisor to senior Sales and Finance leadership, lead multi-disciplinary initiatives, and mentor leaders-driving clarity on the why, the trade-offs, and the path to value across UKG's HCM/WFM portfolio.
Join UKG Finance and become a vital force in our mission to lead the HCM software industry. We're not just number crunchers .... we're story tellers! We are trusted business partners driving accountability, delivering impactful analysis, focused on the Why's versus the What's and ultimately crafting the financial narrative that propels UKG forward. 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. Let's explore how your unique talents can elevate our mission together.
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Job Responsibilities
• Provide strategic thought leadership across GTM Finance by designing the KPI architecture, forecasting standards, and governance that align planning and investment decisions with long-term growth objectives.
• Partner with senior Sales, Marketing, Services, and Finance leaders to translate strategy into measurable financial outcomes, define the operating cadence, and influence decisions on coverage, quotas, pricing, and investment mix.
• Lead enterprise-level modeling for bookings, ARR, revenue, and productivity-including scenario, sensitivity, and driver-based planning-to inform strategy, capacity, and capital allocation.
• Architect and steward executive dashboards in Power BI and related tooling by defining source-of-truth metrics, data quality thresholds, and adoption standards that scale across functions.
• Conduct comprehensive variance and trend analyses across pipeline, conversion, discounting, and retention to surface risks, opportunities, and clear actions that improve unit economics.
• Drive cross-functional initiatives (e.g., GTM design changes, new product monetization, pricing/packaging, and commercial diligence for M&A) by framing the problem, structuring the analysis, and aligning senior stakeholders on decisions.
• Serve as one of the principal author of the GTM financial narrative for monthly/quarterly business reviews and Board materials, distilling complex signals into crisp recommendations and decision paths.
• Mentor Directors, Managers, and analysts to raise the bar on modeling rigor, storytelling, and stakeholder management; lead virtual teams without formal line management to deliver outcomes.
• Anticipate emerging market and internal trends, propose innovative solutions, and shape multi-year roadmaps that improve predictability, growth efficiency, and scalability of GTM performance.
Skills / Qualifications
• Demonstrated ability to influence without authority and to align executive stakeholders around complex trade-offs.
• Deep command of SaaS metrics (ARR, NRR/GRR, CAC, LTV, payback, sales productivity) and GTM economics.
• Experience shaping data standards and metric definitions across EDW/BI ecosystems (e.g., Salesforce/Clari/CPQ to EDW to Power BI).
• Proven track record leading multi-disciplinary initiatives with notable risk, complexity, and impact.
• Exceptional business judgment, attention to detail and analytical/decision making skills
• Strong interpersonal skills and ability to work and effectively communicate with senior-level business partners
• Self- starter with the ability to work independently while keeping manager informed
• Advanced excel skills including strong data manipulation skills with experience in a reporting tool such as power BI
• Detail-oriented with excellent analytical skills and interest in continuous process improvement
Education/Certification/License
• Business Degree in Finance, Accounting, Engineering or related field (Masters preferred)
• 8+ years of experience in FP&A; Managerial Experience is Required
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 UKGCareers@ukg.com.
The pay range for this position is $145,600.00 to $192,000, however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation. Information about UKG's comprehensive benefits can be reviewed on our careers site at https://www.ukg.com/about-us/careers/benefits
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Fitness Subsidies
- On-Site Gym
- Virtual Fitness Classes
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Casual Dress
- Happy Hours
- Company Outings
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Unlimited Paid Time Off
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Company Equity
- Performance Bonus
- Profit Sharing
Professional Development
- Tuition Reimbursement
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
Diversity and Inclusion