Dir. Financial Planning & Analysis

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.

About the Role:
We are seeking an accomplished Director, Product FP&A to join our organization as a strategic business partner to our Product team. This role will be instrumental in driving data-informed decision-making, building comprehensive product economics, and enabling our Product General Managers to maximize both short-term results and long-term growth opportunities. The ideal candidate will be a collaborative leader who understands product profitability, thinks strategically about market expansion, and thrives in cross-functional environments.

This position will report to the VP, Finance and will partner closely with our Product leadership team. You will build the financial infrastructure and analytical foundation that enables Product General Managers to execute with clarity, confidence, and accountability. Your work will directly influence go-to-market strategy, product roadmap prioritization, and portfolio management decisions.

Responsibilities include: 

• 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

Basic Qualifications:

• 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 preferred
• Familiarity with data analytics platforms, business intelligence tools, or cloud-based financial systems
• Experience presenting to executive teams and/or investors

Core Competencies

• Strategic Thinking: Ability to connect financial analysis to business strategy and see the big picture
• Growth Mindset: Entrepreneurial thinking, comfort with ambiguity, and a desire to drive value creation
• Collaboration & Influence: Exceptional stakeholder management skills and ability to build strong working relationships across the organization
• Curiosity: Desire to dig deep into questions, challenge assumptions, and uncover insights
• Communication: Ability to distill complex financial concepts for varied audiences
• Attention to Detail: Commitment to accuracy and rigor in financial analysis and reporting

Company Overview:

UKG is the Workforce Operating Plat