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.

As part of the Revenue group within Corporate FP&A, this Level 4 Lead Analyst will own core revenue reporting deliverables and provide GM (gross margin) model support. This role serves as a strategic thought partner to Finance and business leaders by translating complex revenue and margin drivers into clear, decision-ready insights, improving data quality and process rigor, and enabling consistent performance communication to internal and external stakeholders.
Responsibilities:
• Produce monthly and quarterly revenue reporting package, ensuring accurate, timely, and executive-ready deliverables for FP&A leadership, the BOD, and external stakeholders as applicable.
• 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.
• Improve and standardize reporting and model processes by leveraging systems and automation (e.g., Power BI, Excel, ERP/CRM) to increase scalability, controls, and value-added analysis.
• Lead special projects and ad hoc executive requests, including root-cause investigations, data reconciliations, and the development of new reporting views; provide informal mentorship and guidance to analysts as needed.
• Collaborate cross-functionally with other financial analysts and managers on special projects, as prioritized by finance leadership.
• Lead topline GM model support, including maintaining model logic, partnering on inputs/assumptions, and explaining topline changes and drivers across product, customer, and channel views.

Qualifications
• Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA/CPA/CFA a plus.
• 8+ years of progressive financial analysis experience, including 3+ years supporting revenue reporting and/or gross margin analytics in a SaaS or technology environment.
• Demonstrated ability to influence and partner with senior stakeholders, bringing strong business acumen and a solutions-oriented mindset.
• Ability to synthesize complex data into a clear, concise, and executive-ready narrative, including the implications for business decisions.
• Experience designing, enhancing, and governing reporting processes and financial models, including documentation, control checks, and repeatable workflows.
• Growth mindset with demonstrated success driving automation, standardization, and change in ambiguous environments.
• Strong self-starter with advanced problem-solving skills and the ability to independently drive deliverables to closure under tight deadlines.
• Highly organized with exceptional attention to detail; able to balance accuracy with speed in a high-visibility environment.
• Excellent written, verbal, and presentation communication skills, with comfort presenting to leadership.
• Advanced Excel skills (e.g., Power Query/Power Pivot) and strong proficiency with BI tools (e.g., Power BI), including building scalable, well-governed reporting.
• Experience working with integrated ERP/CRM environments and revenue-related datasets; D365 and Salesforce CPQ preferred.
• Proven ability to learn new financial systems and analytical tools quickly; comfort extracting and reconciling data across sources (SQL experience a plus).
• Ability to prioritize effectively and manage competing, high-urgency requests in a fast-paced team environment.
• Software/SaaS or similar technology industry experience preferred; prior experience leading workstreams and coaching junior analysts is a plus.


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.
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