Financial Planning Analyst

Job Description

Financial Planning Analyst | Wolters Kluwer

The Tone:
This is a full-time role at Wolters Kluwer, located at one of its various offices. Wolters Kluwer is a global provider of professional information, software solutions, and services for the finance, tax & accounting, risk, compliance, healthcare, CSG, and regulatory sectors. Within the Enterprise Finance division, this role supports the company’s Digital DNA by streamlining processes, decreasing costs, and improving the efficiency of centralized service delivery. As a Financial Planning Analyst, you will execute specialized financial tasks, ensuring high-quality financial reports and analysis for senior leadership and managers while expanding your knowledge and contributing to strategic financial management.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, various Wolters Kluwer offices
• Pay: $68900–$118050 yearly, eligible for Bonus
• Team: Collaborates with Finance Manager & Senior Analysts within the Enterprise Finance division.
• Mission: Ensure the organization’s financial objectives are met and exceeded by providing quality financial reports and analysis to senior leadership and managers.
• Tech Stack: SAP, Hyperion, Tagetik, Essbase, PBCS, Microsoft Office Suite (Word, Excel, Outlook).

What You’ll Actually Do
• Support: Support financial allocations for GBS, DXG, Legal, HR, Strategy, and GBCM through VSP, LE, and Budget cycles.
• Provide: Deliver key insights on enterprise function expenses to Divisional Business Leaders.
• Analyze: Analyze advanced financial data and emerging trends to develop high-level financial reports for senior leadership.
• Optimize: Contribute to the ongoing development and optimization of financial models.
• Collaborate: Partner with the Finance Manager and Senior Analysts to shape strategic financial decisions.

The Must-Haves
• Background: Bachelor’s degree from an accredited college or university with a focus on finance or a related field.
• Experience: A minimum of one to two years of finance experience, including financial analysis, forecasting, and modeling; experience in software or the IT industry is preferred.
• Skills: Advanced Excel formula knowledge with the ability to handle large datasets, strong analytical insight, excellent communication skills, and proficiency in variance analysis of project and actual results.
• Bonus: Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS; willingness to travel domestically and internationally as needed.