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Associate Financial Analyst

General information


Lowell - Massachusetts - USA



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Description & Requirements


As part of the Cloud Finance Group, this position will support the Financial Management, Metric Tracking and Analysis of UKG’s Cloud Business. The primary responsibilities of this role are to support the development and reporting of our monthly Customer Retention Analyses, develop and track Customer Success/Renewal Representative performance-based commission goals, as well as performing contract analysis of current customer Annual Recurring Revenue (ARR). Additional details supporting these responsibilities are provided below.


• Manage and continually update Calgary Databases (Contracts, Revenue, Billings) using existing Alteryx workflows
• Work with Shared Services team in the preparation of monthly consolidated SUB and MNT Retention Analyses
• Perform weekly, monthly, and quarterly Billings Backlog analysis
• Develop yearly Customer Success/Renewal Representatives retention goals and track performance in support of commission accruals and payouts
• Help respond to commission inquiries which may include conducting research and preparing commission related adjustments
• Conduct regular reviews of commission data to ensure accuracy
• Research/analyze data and prepare compensation reports for management
• Support the development of monthly reports providing key Revenue and Retention metrics in support of various business units, allowing leadership to make informed business decisions
• Identify issues, propose, and drive forward solutions on new and existing reporting
• Partner with IT as needed for system solutioning in the development of new data capture/reporting requirements
• Recommend and implement process automation
• Support special projects/create ad hoc analysis as needed


• Bachelor’s Degree in Finance or Accounting
• Advanced Excel skill level with modeling experience
• Excellent analytical, troubleshooting, & strong interpersonal skills
• Strong communication/presentation skills and an ability to meet deadlines
• Ability to work in a fast-paced, team-oriented environment and to proactively anticipate/resolve potential issues
• 0 to 3 year’s experience in a Financial Analyst role including financial modeling and reporting in MS Excel
• Experience with Alteryx and Microsoft Power BI a plus

Corporate overview

Here at UKG, Our Purpose Is People. UKG combines the strength and innovation of Ultimate Software and Kronos, uniting two award-winning, employee-centered cultures. Our employees are an extraordinary group of talented, energetic, and innovative people who care about more than just work. We strive to create a culture of belonging and an employee experience that empowers our people. UKG has more than 13,000 employees around the globe and is known for its inclusive workplace culture. Ready to be inspired? Learn more at

EEO Statement

Equal Opportunity Employer

Ultimate Kronos Group is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment 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 under federal, state, or local anti-discrimination laws. 

View The EEO is the Law poster and its supplement. 

View the Pay Transparency Nondiscrimination Provision

UKG participates in E-Verify. View the E-Verify posters here.

Disability Accommodation

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email or please call 1 (978) 250 9800.