Sr Financial Analyst-Recurring Revenue

Job description

Company and benefits

Job ID

SRFIN018000

Employment Type

Regular

Work Style

hybrid

Location

Lowell,MA,United States

Travel

Up to 25%

Role

Sr Financial Analyst-Recurring Revenue

Why UKG:

At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That’s what we do.

We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you’ll get flexibility that’s real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters—and so do you.


Job Description:
As part of the Revenue group within Corporate FP&A, this Senior Analyst will support the Recurring Revenue forecast, including ownership of specific forecast activities and the associated actuals analysis. This role serves as a strategic thought partner to Finance and business leaders by translating complex revenue drivers into clear, decision-ready insights, improving data quality and process rigor, and enabling consistent performance communication to internal and external stakeholders.
Responsibilities:

• Perform monthly forecast duties, including actuals variance analysis, assumption derivation, and metrics rationalization. Present outcomes of your forecast to leaders within the team and the FP&A organization
• Partner closely with the business support teams to ensure alignment with forecasts, budgets and actual reporting and variance analysis
• Assist in developing new metrics that help drive business success
• Prepare reporting and detailed analysis of revenue data to understand Financial performance and communicate results to Leadership, highlighting trends as they are identified
• Respond to inquiries which may include conducting research, working with cross functional teams, and preparing related adjustments
• Leverage resources and systems to gain automation and efficiency, allowing for increase in value-added analysis
• Complete ad-hoc and special requests as needed

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA/CPA/CFA a plus.
• 5+ years of progressive financial analysis experience, including 3+ years supporting revenue reporting and/or gross margin analytics in a SaaS or technology environment.
• Demonstrated ability to influence and partner with senior stakeholders, bringing strong business acumen and a solutions-oriented mindset.
• Ability to synthesize complex data into a clear, concise, and executive-ready narrative, including the implications for business decisions.
• Experience designing, enhancing, and governing reporting processes and financial models, including documentation, control checks, and repeatable workflows.
• Growth mindset with demonstrated success driving automation, standardization, and change in ambiguous environments.
• Strong self-starter with advanced problem-solving skills and the ability to independently drive deliverables to closure under tight deadlines.
• Highly organized with exceptional attention to detail; able to balance accuracy with speed in a high-visibility environment.
• Excellent written, verbal, and presentation communication skills, with comfort presenting to leadership.
• Advanced Excel skills (e.g., Power Query/Power Pivot) and strong proficiency with BI tools (e.g., Power BI), including building scalable, well-governed reporting.
• Experience working with integrated ERP/CRM environments and revenue-related datasets; D365 and Salesforce CPQ preferred.
• Proven ability to learn new financial systems and analytical tools quickly; comfort extracting and reconciling data across sources (SQL experience a plus).
• Ability to prioritize effectively and manage competing, high-urgency requests in a fast-paced team environment.
• Software/SaaS or similar technology industry experience preferred; prior experience leading workstreams and coaching junior analysts is a plus.

Company Overview:

UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry — because great organizations know their workforce is their competitive edge. Learn more at ukg.com.

Equal Opportunity Employer

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

View The EEO Know Your Rights poster

UKG participates in E-Verify.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [email protected].

The pay range for this position is $80,800 to $115,000. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG’s benefits and rewards at

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UKG will never ask you for a copy of your driver’s license, social security card, or passport during a job inter

ABOUT OUR JOB DESCRIPTIONS

All job descriptions are written to accurately reflect the open job and include general work responsibilities. They do not present a comprehensive, detailed inventory of all duties, responsibilities, and qualifications required for the job. Management reserves the right to revise the job or require that other or different tasks be performed if or when circumstances change.