Lead Financial Analyst

About the Role

As a Lead Financial Analyst – Strategic Finance, you will help drive our most important strategic and financial decisions, developing insights, models, and recommendations that shape long‑range planning, value creation, investment prioritization and executive decision‑making.

• Translate our long‑term strategy into robust financial plans, including business cases, investment requirements, operational milestones and expected returns.
• Assess performance against value creation objectives, identify risks and opportunities and recommend actions to improve outcomes.
• Support mergers and acquisitions by evaluating valuation assumptions, synergy opportunities and execution feasibility in partnership with corporate development and operating leaders.
• Help guide capital allocation by comparing investment opportunities across the company and identifying where resources can generate the highest return.
• Analyze pricing, customer economics and cost structure drivers to uncover opportunities to accelerate growth and expand profitability.
• Monitor competitor results, market signals and public company disclosures to identify shifts in strategy, spending and performance that should inform our decisions.
• Prepare clear, executive‑ready analyses and recommendations for senior finance leaders, including support for ad hoc strategic questions.

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 4-6 years of experience in strategic finance, FP&A, investment banking, consulting, corporate development, or a related analytical role.
• Experience building complex financial models, business cases and scenario analyses in Microsoft Excel.
• Experience communicating analytical findings and recommendations to senior stakeholders through presentations, written materials and discussions.

• Experience supporting long‑range planning, portfolio decision‑making or enterprise investment strategy.
• Experience evaluating mergers and acquisitions, including synergy analysis, diligence support and scenario modeling.
• Experience identifying performance improvement opportunities through pricing, customer economics or cost structure analysis.
• Experience working in a public company, software company or other fast‑paced, data‑rich environment.
• Master of Business Administration, Chartered Financial Analyst designation or other advanced finance‑related training.

The pay range for this position is $102,300 to $130,000. 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.

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.