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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


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 Engineering organization and is responsible for planning, forecasting, 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.

Primary/Essential Duties and Key Responsibilities:
• Participate in the planning and development of the annual budget by collaborating with key stakeholders through gathering and analysis of historical data, trending future requirements, and summarizing in a meaningful way including product level investment analysis
• Partner with functional business leads and the business analyst to develop headcount, operating expense, and capitalization quarterly forecasts and maintain ongoing communications with groups supported to review actual financial results and discuss forecast assumptions
• Participate in the monthly close process and perform detailed account analysis related to Contractors/Consulting spend, Subscription/Maintenance Contracts, Headcount, Software Capitalization, and Capital Expenditures
• Develop and prepare internal reporting packages that provides the business value added insight to enable business decisions
• Continually identify and execute on internal process improvements
• Prepare ad hoc reporting and operational analysis, track metrics, model business scenarios, and assist with account analysis and audit requests as required


Required Qualifications:
Knowledge, Skills and Abilities
• 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
• Capability to develop complex financial models with key attention to detail
• Experience working as a business partner to operational groups
• 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
• MBA preferred
• 5+ years of progressive experience in financial analysis and modeling, working in a Technology company preferred

Location- Lowell, MA or Weston, FL

Company Overview

Here at UKG, our purpose is people™. Our HR, payroll, and workforce management solutions help organizations unlock happier outcomes for all. And our U Krewers, who build those solutions and support our business, are talented, collaborative, and innovative problem-solvers. We strive to create a culture of belonging and an employee experience that empowers our people – both at work and at home. Our benefits show that we care about the whole you, from adoption and surrogacy assistance to tuition reimbursement and wellness programs. Our employee resource groups provide a welcoming place to land, learn, and connect with those who share your passions and interests. What are you waiting for? Learn more at  #WeAreUKG 

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 Know Your Rights 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