UKG · 12 hours ago
Lead Financial Analyst
Lowell, MA
Full-time
Onsite
Mid, Senior Level
$102K/yr - $130K/yr
6+ years expUKG is a company that focuses on workforce management solutions, and they are seeking a Lead Financial Analyst to support their Corporate FP&A team. The role involves providing financial support through reporting, analysis, and collaboration with senior leadership on strategic initiatives.
Bookkeeping and PayrollHuman ResourcesSoftware
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
Qualification
Required
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
Bachelor's degree in Finance, Accounting, Commerce, Data Analytics or similar related field
6 to 8 years+ of relevant work experience in a Financial Analyst capacity, working in a Technology company preferred
Advanced working knowledge of Microsoft Excel, especially in financial modeling is expected
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
Benefits
Short-term incentive
Long-term incentive
Comprehensive benefits
Company
UKG
UKG™delivers HCM, payroll, HR service delivery, and workforce management solutions. It is a sub-organization of Hellman & Friedman.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknown2007-03-23Acquired
Leadership Team
Jennifer Morgan
Chief Executive Officer
Jim Joudrey
EVP and CTO
Recent News
2026-01-19
2026-01-15
Company data provided by crunchbase