Leads UKG’s Commercial Finance Deal Desk, setting strategy, managing a high-performing team, advising executives on complex SaaS transactions, and governing deal exceptions, pricing, approvals, and financial risk. Partners with Sales, Legal, FP&A, Accounting, Product, and Operations to improve commercial frameworks, CPQ workflows, reporting, enablement, and quote-to-cash processes while optimizing margin, revenue, cash flow, and policy compliance.
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.
Why UKG
At UKG, the work you do matters. The decisions we make about customer agreements help shape how we serve our customers, support our growth, and deliver lasting value.
About the Team
The Commercial Finance Deal Desk is a function within the CAO organization, responsible for the financial governance of UKG’s largest and most strategic SaaS transactions. The team partners across Finance and with Sales, Legal, FP&A, Product, and other leaders to assess commercial proposals, apply company policy, and help UKG make disciplined, well-informed deal decisions.
About the Role
Reporting to the Vice President, Revenue, the Senior Director will set the strategy and lead the team responsible for finance review of material deal exceptions and nonstandard commercial terms. This leader will advise senior executives on the financial implications of proposed arrangements, establish consistent decision frameworks, and ensure that deal structures support UKG’s financial objectives while meeting policy and approval requirements.
The role will build a scalable operating model for deal governance, clarifying decision rights, strengthening review and escalation paths that should inform policy and commercial practice. The Senior Director will also lead finance workstreams for strategic initiatives, including CPQ automated workflows, process transformation, and stakeholder enablement. The function provides financial leadership and governance.
Key Responsibilities
• Set the vision, priorities, and multi-year roadmap for Commercial Finance Deal Desk, aligning its governance model and resources with UKG’s growth plans, financial objectives, and evolving enterprise deal landscape.
• Lead, develop, and retain a high-performing team; set clear expectations, build financial and commercial judgments, and create a consistent service model for senior stakeholders and deal teams.
• Serve as a trusted advisor to the CRO, CFO, and other executive leaders on material deal decisions, presenting concise analysis, recommendations, risks, and alternatives to support timely decisions.
• Partner with Sales leadership and cross-functional teams to develop scalable financial tools and guidance for the seller toolkit, helping sellers assess deal options, structure strategic transactions, and move opportunities forward within UKG’s financial and policy guardrails.
• Identify opportunities for targeted sales plays and lead the financial strategy, deal frameworks, and enablement needed to help teams pursue them consistently and effectively.
• Direct the financial assessment of complex deal structures, including implications for margin, revenue, cash flow, financial commitments, risk, and other relevant business outcomes.
• Own and continually improve the deal review and approval framework, including policy interpretation, approval authorities, decision rights, exception criteria, and escalation paths.
• Enforce company policies and approved pricing decisions, identify material deviations, and ensure exceptions receive appropriate review and documented approval.
• Partner with Sales, Legal, FP&A, Accounting, Product, Sales Operations, and other senior stakeholders to evaluate deal options and develop commercially workable structures within UKG’s financial and policy guardrails.
• Use portfolio-level data and deal trends to identify recurring exceptions, margin patterns, policy gaps, and process risks; translate findings into recommendations for executive leaders and changes to governance or commercial practice.
• Lead finance workstreams for strategic commercial initiatives, including Salesforce CPQ design and implementation, deal workflow and reporting improvements, and related quote-to-cash transformation efforts.
• Establish performance measures for the function, including deal mix, exception trends, review quality, cycle times, and financial outcomes; use them to improve capacity, consistency, and business impact.
• Develop and deliver targeted guidance and enablement so stakeholders understand financial requirements, policy expectations, and the information needed to make sound deal decisions.
About You
You are an experienced finance leader who can shape strategy, lead a team, and influence decisions at the executive level. You are effective at turning transaction-level analysis into broader insight, setting clear direction for a function, and building partnerships that improve how the organization makes and executes decisions.
What You Bring
• Significant leadership experience in commercial finance, deal desk, strategic finance, corporate finance, or a related function in a SaaS or technology business.
• Demonstrated success leading and developing teams, setting functional direction, and building scalable operating processes.
• Strong understanding of enterprise SaaS economics and the financial considerations in complex transactions, including recurring revenue, margin, deal structure, payment terms, discounts, implementation or development fees, cash flow, and risk.
• Experience advising senior executives and presenting clear, well-supported recommendations on material financial or commercial decisions.
• Ability to establish and apply policies, approval frameworks, decision rights, and controls while maintaining effective business partnerships.
• Excellent analytical, communication, negotiation, and executive presentation skills, with the ability to explain complex issues clearly and directly.
Preferred Qualifications
• Experience with Salesforce CPQ or other quote-to-cash systems and large enterprise SaaS transactions.
• Experience building deal governance, exception reporting, financial approval workflows, or commercial enablement programs.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
Basic Qualifications
- Bachelor Degree
- 12 years of experience in commercial finance, deal desk, strategic finance, or corporate finance.
Company Overview:
UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry — because great organizations know their workforce is their competitive edge. Learn more at ukg.com.
Equal Opportunity Employer
UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.
View The EEO Know Your Rights poster
UKG participates in E-Verify. View the E-Verify posters here.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Disability Accommodation in the Application and Interview Process
For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [email protected].
The pay range for this position is $169,400 to $241,400. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG’s benefits and rewards at https://www.ukg.com/about-us/careers/benefits
UKG New York, New York, USA Office
200 Park Ave, 3rd Floor, New York, United States, 10003
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