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UKG (Ultimate Kronos Group) Senior Equity Financial Analyst in Lowell, Massachusetts

Senior Equity Financial Analyst

General Information

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Travel Amount Required:


Job Type:

Regular-Full Time


Lowell - Massachusetts - United States, Weston - Florida - United States

Company Overview

Here at UKG, our purpose is people™. Our HR, payroll, and workforce management solutions help organizations unlock happier outcomes for all. And our U Krewers, who build those solutions and support our business, are talented, collaborative, and innovative problem-solvers. We strive to create a culture of belonging and an employee experience that empowers our people – both at work and at home. Our benefits show that we care about the whole you, from adoption and surrogacy assistance to tuition reimbursement and wellness programs. Our employee resource groups provide a welcoming place to land, learn, and connect with those who share your passions and interests. What are you waiting for? Learn more at #WeAreUKG

Description & Qualifications


The Senior Equity Financial Analyst is a key member of the Capital Markets Team within UKG’s Corporate Treasury organization. The team's primary focus encompasses forecasting and reporting on global cash, investment income, debt, and equity program transactions. Additionally, the team manages the derivative and hedging program, investment portfolio, credit facilities, capital market monitoring, and maintains lender and rating agency relationships. This role is the Finance Department’s resource dedicated to UKG's Equity program and reports directly to the Vice President of Global Tax and Treasury.

Primary/Essential Duties and Key Responsibilities:

Collaboration with Equity Compensation Team: Act as the Finance liaison with the Equity Compensation team to gather the necessary information and insights needed to fulfill job responsibilities effectively.

Support other teams with Equity related matters: On an as needed basis provide support and assistance to other Finance teams such as Accounting, Treasury Operations, and Internal Audit at a transactional or program level.

Cash Flow Forecasting and Reporting: Maintain and enhance the equity cash flow forecast model for use in short-term and long-term projections, annual budgeting, debt transactions, solvency opinions, and investor reporting.

Financial Control for Equity Program: Maintain and execute required financial controls related to the Equity program, including but not limited to reconciling payments to source systems, reviewing transaction-related files for payment initiation, testing transactions against supporting documentation, and validating equity system activity.

Actual vs. Forecast Analysis: Prepare analyses and reports comparing equity program cash flows to forecasts.

Financial Scenario Modeling: Conduct various financial scenario modeling of equity transactions, what-if cash flow analyses, stress testing, and ad-hoc reporting for senior management.

Intercompany Recharge Agreements: Oversee and ensure adherence to intercompany recharge agreements with foreign subsidiaries.

Credit Facility Coordination: Collaborate with other Capital Market team members to manage equity payment capacity.

Tax Filings: Coordinate the preparation of Equity program-related tax filings.

Equity System Implementation: Assist in the implementation of a new equity system.



Educational Background: Bachelor's degree in Finance or Accounting.

Relevant Experience: Minimum of 7 years of experience in performing forecast modeling and variance analysis, applying financial controls, working with corporate equity programs, and accounting for equity related transactions ASC 718. Advanced degree (e.g., MBA, CFA) is a plus.

Equity Plan Administration and Understanding: Experience in equity plan administration and equity administration software is preferred. Strong comprehension of equity-related incentive award transactions, including RSUs, RSAs, and Stock Options and their lifecycle.

Financial Tools: Advanced proficiency in Microsoft Excel and financial modeling techniques.

Communication Skills: Effective communication skills, including the ability to organize, prepare, and present financial reports and analyses.

Analytical Skills: Possess strong analytical, critical-thinking, and problem-solving skills.

Data Analytics Skills (Optional): Proficiency in Power BI, Tableau, or similar Data Analytics and Business Intelligence Tools is a plus but not required.


EEO Statement

Equal Opportunity Employer

Ultimate Kronos Group is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.

View The EEO Know Your Rights poster ( and its supplement .

View the Pay Transparency Nondiscrimination Provision (

UKG participates in E-Verify. View the E-Verify posters here ( .

Disability Accommodation

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email