Skip to content

Lead Financial Analyst

General information


Lowell - Massachusetts - USA



Ref #:


Description & Requirements


UKG, Inc. is seeking an experienced Financial Analyst IV to support our Customer Success organization. The Analyst IV is a key liaison between Customer Success and Finance and is highly proficient in the creation of analysis and modeling that drives sound decision making and business optimization by leaders across the Customer Success organization. The ideal candidate can work at both a strategic level in terms of understanding and diagnosing business issues, as well as at a tactical level in terms of driving the budgeting and forecasting process and providing insightful, actionable reporting around financial results and initiatives. This individual will work with all levels in the organization, and must be an excellent communicator, collaborator and problem solver.

•Manage the Budget and Forecast cycle for the Customer Success business unit
•Define and measure business performance and provide actionable insight to the unit executive leadership team
•Work cross-functionally with other business leads and senior management to create and develop new business metrics that help drive business success
•Prepare quarterly operations packages and provide insight to leadership as a “Voice of Finance”
•Respond to ad-hoc executive queries which may include conducting research, working with cross functional teams, and preparing related content
•Prepare month-end financial reporting packages for business line managers and provide actionable recommendations
•Provide operational oversight of the Services headcount expense management processes and recommend process improvements
•Complete special projects as requested and collaborate with other business units within the Services umbrella


•Bachelor’s degree in Accounting or Finance required, MBA a plus
•7+ years of financial analysis experience with demonstrated leadership of a large business unit
•Experience in process design and improvement
•Highly technical mindset that seeks to leverage automation tools to drive efficiency and accuracy
•Ability to synthesize large, complex data sets into clear, actionable information
•Proven advanced knowledge of Excel and other MS Office product expertise
•Excellent written, presentation, and verbal communication skills
•Ability to work independently with limited supervision is required
•Proven ability to multi-task in a fast-paced team environment
•TM1 (IBM Planning Analytics) experience preferred but not required

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.