Sr Principal Financial Analyst at UKG

Weston, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

0.0

Posted On

15 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, KPI Architecture, Forecasting Standards, Data Quality, Power BI, Variance Analysis, Trend Analysis, SaaS Metrics, Stakeholder Management, Modeling Rigor, Scenario Planning, Cross-Functional Initiatives, Business Judgment, Analytical Skills, Excel Skills, Process Improvement

Industry

Software Development

Description

Provide strategic thought leadership across GTM Finance by designing the KPI architecture, forecasting standards, and governance that align planning and investment decisions with long-term growth objectives. Partner with senior Sales, Marketing, Services, and Finance leaders to translate strategy into measurable financial outcomes, define the operating cadence, and influence decisions on coverage, quotas, pricing, and investment mix. Lead enterprise-level modeling for bookings, ARR, revenue, and productivity--including scenario, sensitivity, and driver-based planning--to inform strategy, capacity, and capital allocation. Architect and steward executive dashboards in Power BI and related tooling by defining source-of-truth metrics, data quality thresholds, and adoption standards that scale across functions. Conduct comprehensive variance and trend analyses across pipeline, conversion, discounting, and retention to surface risks, opportunities, and clear actions that improve unit economics. Drive cross-functional initiatives (e.g., GTM design changes, new product monetization, pricing/packaging, and commercial diligence for M&A) by framing the problem, structuring the analysis, and aligning senior stakeholders on decisions. Serve as one of the principal author of the GTM financial narrative for monthly/quarterly business reviews and Board materials, distilling complex signals into crisp recommendations and decision paths. Mentor Directors, Managers, and analysts to raise the bar on modeling rigor, storytelling, and stakeholder management; lead virtual teams without formal line management to deliver outcomes. Anticipate emerging market and internal trends, propose innovative solutions, and shape multi-year roadmaps that improve predictability, growth efficiency, and scalability of GTM performance. Demonstrated ability to influence without authority and to align executive stakeholders around complex trade-offs. Deep command of SaaS metrics (ARR, NRR/GRR, CAC, LTV, payback, sales productivity) and GTM economics. Experience shaping data standards and metric definitions across EDW/BI ecosystems (e.g., Salesforce/Clari/CPQ to EDW to Power BI). Proven track record leading multi-disciplinary initiatives with notable risk, complexity, and impact. Exceptional business judgment, attention to detail and analytical/decision making skills Strong interpersonal skills and ability to work and effectively communicate with senior-level business partners Self- starter with the ability to work independently while keeping manager informed Advanced excel skills including strong data manipulation skills with experience in a reporting tool such as power BI Detail-oriented with excellent analytical skills and interest in continuous process improvement Business Degree in Finance, Accounting, Engineering or related field (Masters preferred) 8+ years of experience in FP&A; Managerial Experience is Required

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Responsibilities

Provide strategic thought leadership across GTM Finance by designing KPI architecture and forecasting standards. Lead enterprise-level modeling for bookings, revenue, and productivity to inform strategy and capital allocation.