Description

UKG is looking for a self-motivated, proactive Lead Financial Analyst with proven ability to thrive in a fast paced and changing environment to join our EPIC Finance organization. This position provides financial support for the Engineering, Product, Innovation, and Cloud (EPIC) organization and is responsible for planning, forecasting, and ongoing reporting and analysis. The role interacts closely with various individuals on the EPIC Finance team and executive management. The successful candidate possesses a broad understanding of finance and accounting concepts along with strong analytical and interpersonal skills. This person will work with all levels in the organization, and must be an excellent communicator, collaborator, and problem solver.

• Support end-to-end planning and execution of various planning cycles throughout the year including annual budget, routine forecast updates, and multi-year long range planning models
• Consolidate and analyze monthly financial and operational results to understand their impact on the business and future forecasts and understand/communicate the why to finance and business stakeholders
• Work cross-functionally with Finance, Accounting, EPIC leadership to synthesize information and gain alignment across the organization
• Create and maintain internal reporting packages, presentations, and dashboards that illustrate a well-thought-out story that is backed by strong data points and metrics to facilitate business decision making
• Develop, maintain, and enhance detailed financial models that track and analyze financial results, key metrics and their respective impact on EPIC's overall performance, address business opportunities and provide recommendations to business leaders
• Collaborate with Corporate FP&A, EPIC Finance leadership, and work closely with VP EPIC Finance to support function-wide strategic initiatives
• Prepare presentations for Corporate FP&A and EPIC quarterly business reviews (QBR)
• Identify and lead initiatives to continuously improve, automate, and scale forecasting and reporting tools, processes, and methodologies
• Become an expert in TM1, D365, and other key systems within UKG to accelerate the forecast timeline, enhance reporting, and increase productivity within the team
• Continually identify and execute on internal process improvements and best practices

• Ability to think imaginatively and intuitively while quickly grasping and synthesizing new ideas
• Skilled to lead in formulating key assumptions to reflect business activities and help facilitate decision making for leadership
• Self-starter with the ability to work independently and prioritize deliverables
• Strong organizational and analytical skills to understand business requirements and track plan changes
• Capability to develop complex financial models with key attention to detail
• Effective communication skills; listening, written and verbal; ability to interact with staff at all levels of the Company
• 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

• B.A. in Finance, Accounting, or a related field
• MBA preferred
• 4+ years of progressive experience in financial analysis and modeling, working in a Technology company preferred