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Sr Financial Analyst

General Information

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Job Type:

Regular-Full Time


Lowell - Massachusetts - United States

Description & Qualifications


UKG is looking for a highly motivated and experienced Senior Financial Analyst to support our growing Finance organization. This is an exciting and challenging role. As part of the Sales Finance team, this position will support the financial management, metric tracking, and analysis of the Global Customer Base Sales organization. Further, the Sr Analyst will lead the development of financial models that highlight Sales results and drive growth, providing actionable insights to senior Sales leaders. This individual will work with all levels of the organization, and must be an excellent communicator, collaborator, and problem solver. A successful candidate possesses a broad understanding of finance and accounting concepts along with strong analytical and interpersonal skills, preferably with software/SaaS industry experience. Responsibilities will include the following:
• Sales Quota Credit performance reporting and analysis
• Partner with other Finance colleagues to support Annual Recurring Revenue (ARR) bookings analysis
• Support commissions accounting and ensuring effective controls and compliance
• Partner with business leaders to model quotas during annual planning process
• Prepare quarterly content for Sales Operations and Board of Directors meetings
• Prepare and distribute Global Sales Reporting Package to Executive leadership
• Analyze Sales pipeline data to understand changing opportunities and closed business
• Review pricing effectiveness of migrated customer orders
• Develop and communicate operational analysis, reporting and trends to understand Sales and Financial performance, highlighting business insights to support decision-making
• Develop new business metrics and dashboards that help drive business success
• Convert large data sets into concise usable information for various models and presentation views
• Recommend and implement process improvements, best practices, and automation
• Complete special projects and ad hoc analysis as needed
• Serve as a key contributor from Finance in support of the Enterprise systems roadmap


• Bachelor’s degree in Accounting, Finance, Business or related discipline required and MBA a plus
• 3+ years of experience in financial modeling/analysis with prior accounting experience
• Software, SaaS, or similar technology industry experience
• Advanced Microsoft Excel skills; Experience with Power BI, Tableau, Alteryx, or similar data analytics tools a plus
• Ability to work with highly confidential and sensitive data with exceptional attention to detail, critical thinking and analytical/problem solving skills
• Ability to summarize large volumes of complex data into clear actionable information
• Strong organizational skills and ability to handle multiple priorities, staying accountable for high quality results
• Excellent written, presentation, and verbal communication skills
• Ability to work independently and prioritize deliverables, while still thriving in a team-oriented environment

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