Lead Financial Analyst

Job Overview

Role: Lead Financial Analyst. Department: Accounting/Finance. Location: Lowell,MA,United States. Employment Type: Regular. Work Style: hybrid. Travel: Up to 25%.

Eligibility / Qualification Required:

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.


About the Role:
As a Lead Financial Analyst – Strategic Finance, you will help drive UKG’s most important strategic and financial decisions. You will develop insights, models, and recommendations that shape long-range planning, value creation, investment prioritization, and executive decision-making. This role is ideal for someone who is highly analytical, commercially minded, and excited to work on complex, high-impact questions across the business.

• You will translate UKG’s long-term strategy into robust financial plans, including business cases, investment requirements, operational milestones, and expected returns.
• You will assess performance against value creation objectives, identify risks and opportunities, and recommend actions to improve outcomes.
• You will support mergers and acquisitions by evaluating valuation assumptions, synergy opportunities, and execution feasibility in partnership with corporate development and operating leaders.
• You will help guide capital allocation by comparing investment opportunities across the company and identifying where resources can generate the highest return.
• You will analyze pricing, customer economics, and cost structure drivers to uncover opportunities to accelerate growth and expand profitability.
• You will monitor competitor results, market signals, and public company disclosures to identify shifts in strategy, spending, and performance that should inform UKG’s decisions.
• You will prepare clear, executive-ready analyses and recommendations for senior finance leaders, including support for ad hoc strategic questions.
About You:
Basic Qualifications:
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 4-6 years experience in strategic finance, FP&A, investment banking, consulting, corporate development, or a related analytical role.
• Experience building complex financial models, business cases, and scenario analyses in Microsoft Excel.
• Experience communicating analytical findings and recommendations to senior stakeholders through presentations, written materials, and discussions.
Preferred Qualifications:
• Experience supporting long-range planning, portfolio decision-making, or enterprise investment strategy.
• Experience evaluating mergers and acquisitions, including synergy analysis, diligence support, and scenario modeling.
• Experience identifying performance improvement opportunities through pricing, customer economics, or cost structure analysis.
• Experience working in a public company, software company, or other fast-paced, data-rich environment.
• Master of Business Administration, Chartered Financial Analyst designation, or other advanced finance-related 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.
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 $102,300 to $130,000. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG’s benefits and rewards at https://www.ukg.com/about-us/careers/benefits

How to Apply:

Apply online through the official UKG careers portal.
Apply Now