Senior Director, Commercial Finance Deal Desk

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. Why UKGAt UKG, the work you do matters. The decisions we make about customer agreements help shape how we serve our customers, support our growth, and deliver lasting value.

About the Team The Commercial Finance Deal Desk is a function within the CAO organization, responsible for the financial governance of UKG’s largest and most strategic SaaS transactions. The team partners across Finance and with Sales, Legal, FP&A, Product, and other leaders to assess commercial proposals, apply company policy, and help UKG make disciplined, well-informed deal decisions.

About the Role Reporting to the Vice President, Revenue, the Senior Director will set the strategy and lead the team responsible for finance review of material deal exceptions and nonstandard commercial terms. This leader will advise senior executives on the financial implications of proposed arrangements, establish consistent decision frameworks, and ensure that deal structures support UKG’s financial objectives while meeting policy and approval requirements.

The role will build a scalable operating model for deal governance, clarifying decision rights, strengthening review and escalation paths that should inform policy and commercial practice. The Senior Director will also lead finance work streams for strategic initiatives, including CPQ automated workflows, process transformation, and stakeholder enablement. The function provides financial leadership and governance.

Key Responsibilities
• Set the vision, priorities, and multi-year roadmap for Commercial Finance Deal Desk, aligning its governance model and resources with UKG’s growth plans, financial objectives, and evolving enterprise deal landscape.
• Lead, develop, and retain a high-performing team; set clear expectations, build financial and commercial judgments, and create a consistent service model for senior stakeholders and deal teams.
• Serve as a trusted advisor to the CRO, CFO, and other executive leaders on material deal decisions, presenting concise analysis, recommendations, risks, and alternatives to support timely decisions.
• Partner with Sales leadership and cross-functional teams to develop scalable financial tools and guidance for the seller toolkit, helping sellers assess deal options, structure strategic transactions, and move opportunities forward within UKG’s financial and policy guardrails.
• Identify opportunities for targeted sales plays and lead the financial strategy, deal frameworks, and enablement needed to help teams pursue them consistently and effectively.
• Direct the financial assessment of complex deal structures, including implications for margin, revenue, cash flow, financial commitments, risk, and other relevant business outcomes.
• Own and continually improve the deal review and approval framework, including policy interpretation, approval authorities, decision rights, exception criteria, and escalation paths.
• Enforce company policies and approved pricing decisions, identify material deviations, and ensure exceptions receive appropriate review and documented approval.
• Partner with Sales, Legal, FP&A, Accounting, Product, Sales…