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Lead Financial Analyst

General Information

Ref #:


Travel Amount Required:

Up to 25%

Job Type:

Regular-Full Time


Lowell - Massachusetts - United States, Weston - Florida - United States

Description & Qualifications


Lead Financial Analyst - Cloud

UKG is looking for a self-motivated, proactive Lead Financial Analyst with proven ability to thrive in a fast paced and changing environment to support our growing Finance organization. This position provides financial support for the Cloud organization and is responsible for planning, forecasting, and ongoing reporting, and analysis. The role interacts closely with various individuals from executive management to administrative support; the successful candidate possesses a broad understanding of finance and accounting concepts along with strong analytical and interpersonal skills, preferably with software industry experience.

Primary/Essential Duties and Key Responsibilities:
• Oversight surrounding the labor, data center, and software costs incurred by the Cloud organization
• Lead the budget, forecast, and monthly close process
• Develop financial models and forecasting as well as identify cost trends and analysis
• Identify trends in financial performance, linking them to Customer Bookings and environment usage
• Analyze costs across products, understanding cost drivers with a focus on providing recommendations for gross margin improvement
• Create and collaborate on ad-hoc metrics by assessing and conveying the financial impact of business projects and initiatives
• Participate in meetings with key stakeholders to achieve understanding of current business needs to accurately forecast future spend
• Evaluate current and future capital expenditures and depreciation


Knowledge, Skills and Abilities:

• Experience working as a business partner to operational groups
• Ability to work in a collaborative team environment to solve business problems by consulting with others
• Strong organizational and analytical skills to understand business requirements and track plan changes
• Effective communication skills; listening, written and verbal; ability to interact and effectively communicate with staff at all levels of the Company
• Thinking imaginatively and intuitively while quickly grasping and synthesizing new ideas
• Capability to develop financial models with key attention to detail
• Strong systems skills; specifically experience with ERP systems and data warehousing tools, Microsoft D365 and IBM TM1 a plus
• Advanced excel skills including strong data manipulation skills, PowerBI a plus

Experience, Education, Certification, License and Training:
• B.A. in Finance, Accounting or a related field
• 5+ years of experience in financial analysis and modeling, working in a Software company preferred

Company 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.