Lead 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.

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.

Lead. Financial Analyst, R&D Finance

The Lead Financial Analyst, R&D Finance, has a critical role within the EPIC finance team and UKG’s broader FP&A organization. This is an exciting and challenging role for an initiative-taking, highly motivated, up and coming financial professional eager to support UKG’s growing finance organization.

This position provides end-to-end financial support for key functions within the R&D organization interacting closely with various individuals from executive management to administrative support. The successful candidate possesses strong analytical and interpersonal skills with an eagerness to learn and grow within the organization.

How you will support the EPIC Finance organization :

• Support end-to-end planning and execution of various planning cycles throughout the year including annual budget, routine forecast updates, and multi-year long range planning models
• Consolidate and analyze monthly financial and operational results to understand their impact on the business and future forecasts and understand / communicate the “why” to finance and business stakeholders
• Work closely with R&D Finance leadership and other members of the EPIC Finance organization to enhance reporting capabilities and execute stretch projects across EPIC Finance
• Build relationships with business partners by meeting with them regularly to share financial results, prepare budget & forecasts, and to add value to their organization
• Create and maintain internal reporting packages, presentations, and dashboards that illustrate a well-thought-out story backed by strong data points and metrics to facilitate business decision making
• Develop, maintain, and enhance detailed financial models that track and analyze financial results, key metrics and their respective impact on EPIC’s overall performance, address business opportunities and provide recommendations to business leaders
• Collaborate with Corporate FP&A, EPIC Finance leadership, and work closely with VP EPIC Finance to support function-wide strategic initiatives
• Prepare presentations for Corporate FP&A and EPIC quarterly business reviews (“QBR”)
• Become an expert in TM1, D365, and other key systems within UKG to accelerate the forecast timeline, enhance reporting, and increase productivity within the team
• Develop and formulate key assumptions to accurately reflect business activities and help facilitate decision making for leadership
• Conceptualize, design, and build models to address business opportunities and provide recommendations to business leaders
• Think outside the box to develop new ways of working and reporting by leveraging UKG systems and tools

Required Qualifications :

Knowledge, Skills and Abilities

Experience, Education, Certification, License and Training

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.

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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 $102,300 to $127,325, 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

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.