Sr Principal Financial Analyst

Company Overview

With 80,000 customers across 150 countries, UKG is the largest U.S.-based private software company in the world. And were only getting started. Ready to bring your bold ideas and collaborative mindset to an organization that still has so much more to build and achieve? Read on.

At UKG, you get more than just a job. You get to work with purpose. Our team of U Krewers are on a mission to inspire every organization to become a great place to work through our award-winning HR technology built for all.

Here, we know that youre more than your work. Thats why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose — a customizable expense reimbursement program that can be used for more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engaged employee resource groups, and caring leaders value every voice and support you in doing the best work of your career. If youre passionate about our purpose — people —then we cant wait to support whatever gives you purpose. Were united by purpose, inspired by you.

Job Summary:

This role supports high-impact special projects within the Office of the President and CFO, helping to advance key enterprise priorities through strategic analysis, financial insight, and executive-level deliverables. Projects may span areas such as capital allocation, strategic partnerships, long-range financial planning, performance monitoring, and board/investor communications.

The ideal candidate brings a strong background in financial analysis and strategic thinking, with the ability to distill complex topics into clear, executive-ready materials. Success in this role requires strong financial acumen, sound judgment, adaptability, and a collaborative approach to working cross-functionally.

Key Focus Areas:

Special Projects & Strategic Finance InitiativesSupport a range of high-priority, CFO-sponsored initiatives through financial modeling, scenario analysis, and strategic evaluations. Collaborate cross-functionally to support long-range financial planning efforts, including the development of investment cases and monitoring of outcomes tied to enterprise objectives.

Executive Reporting & InsightsContribute to the development of executive-facing reporting and insights—including dashboards, KPIs, financial models, and board/investor materials. Gather and synthesize data required to support quarterly business reviews and other executive forums. Provide financial context and market benchmarking to support strategic positioning, highlight performance drivers, and inform forward-looking decision-making.

Qualifications:

Bachelors degree in Accounting, Finance, Economics or a related field.

Proven experience in FP&A or Strategic Finance, ideally within a high-growth SaaS company or private equity firm.

Demonstrated ability to lead cross-functional initiatives from inception to execution, working across Finance, Accounting, Corporate Development, Strategy, and Investor Relations.

Expertise in setting and tracking KPIs; building executive-level presentations and dashboards; and working with tools such as Excel, PowerPoint, Power BI, Salesforce, and other data/reporting platforms.

Strong experience developing financial models and business cases, with a focus on clarity, ROI, and executive-readiness, including the ability to craft a clear narrative around key value drivers, risks, and assumptions to support informed decision-making.

Exceptional communication skills, with the ability to synthesize complex data into clear, actionable insights.

Comfortable working in a fast-paced, dynamic environment, managing multiple priorities with precision, discretion, and attention to detail.

Ability and willingness to travel up to 25% as needed.

Preferred:

CFA or related certification

Where were going 

UKG is on the cusp of something truly special. Worldwide, we already hold the #1 market share position for workforce management and the #2 position for human capital management. Tens of millions of frontline workers start and end their days with our software, with billions of shifts managed annually through UKG solutions today. Yet its our AI-powered product portfolio designed to support customers of all sizes, industries, and geographies that will propel us into an even brighter tomorrow! 

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 **********@ukg.com. 

The pay range for this position is $142,100 to $204,200, 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 UKGs comprehensive benefits can be reviewed on our careers site at https://www.ukg.com/about-us/careers/benefits