Note: The job is a remote job and is open to candidates in USA. UKG is a leading Workforce Operating Platform that empowers organizations with workforce insights and people-first AI. The Director of Financial Planning & Analysis will serve as a strategic business partner to the Product team, driving data-informed decision-making and building comprehensive product economics to maximize growth opportunities.
Responsibilities
- Develop and maintain comprehensive product profitability models, including customer acquisition costs, lifetime value, gross margin analysis, and product-level P&L reporting
- Support Product General Managers in building strategic business cases for major initiatives, including scenario modeling, financial projections, and ROI analysis
- Lead long-range financial planning for the product portfolio, translating strategic objectives into multi-year financial forecasts and growth targets
- Build and own cross-functional product reporting that integrates finance, product, marketing, sales, and customer success metrics to tell a cohesive business story
- Collaborate with Product, Sales, and Marketing to analyze pricing strategies and customer segment profitability
- Work with Customer Success and Operations to understand product usage patterns, support requirements, royalties and their financial implications
- Establish reporting frameworks, dashboards, and KPIs that provide clear visibility into product performance and financial health
- Provide strategic financial insights and recommendations that inform product strategy, portfolio decisions, and resource allocation
Skills
- 8+ years of financial planning and analysis experience, with at least 3+ years in a product-focused FP&A role or similar position
- Demonstrated experience building and managing financial models, particularly those focused on product profitability and unit economics
- Deep understanding of SaaS business models, metrics (ARR, MRR, CAC, LTV, Churn, etc.), and economics
- Proven ability to collaborate effectively across functions (Product, Sales, Marketing, Customer Success, Engineering) and influence without direct authority
- Strong analytical and problem-solving skills with proficiency in Excel, AI, and business intelligence tools
- Excellent communication skills, with the ability to translate complex financial analysis into actionable insights for non-financial stakeholders
- Bachelor's degree in Finance, Accounting, Business, Economics, or related field
- MBA or advanced degree in Finance or Business
- Familiarity with data analytics platforms, business intelligence tools, or cloud-based financial systems
- Experience presenting to executive teams and/or investors
Benefits
- Employees may be eligible to participate in a performance-based bonus plan
- To receive restricted stock unit awards as part of total compensation
- Here, you’ll get flexibility that’s real, benefits you can count on, and a team that succeeds together.
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