Wolters Kluwer Logo

Wolters Kluwer

Director, Financial Planning

Posted 9 Days Ago
Be an Early Applicant
In-Office
New York, NY, USA
165K-296K Annually
Entry level
In-Office
New York, NY, USA
165K-296K Annually
Entry level
Leads strategic financial planning, advanced financial analysis, financial modeling, regulatory compliance, executive reporting, and performance management across multiple departments. Oversees senior finance professionals and managers, develops organizational financial strategies, partners with executives on major financial decisions, and drives initiatives that improve business and financial outcomes.
The summary above was generated by AI

Hybrid role out of any of our U.S office locations.

About the Role:
As a Director, Financial Planning, you will provide senior leadership to high-level professionals and managers. You will be principally responsible for the overall performance and strategic financial management of your area. This role demands exceptional financial acumen, strategic insight, and leadership skills to ensure the organization's financial objectives are met and exceeded.
Responsibilities:

  • Lead senior managers and high-level financial professionals.
  • Oversee and guide the strategic financial planning process.
  • Supervise the analysis of advanced financial data and emerging trends.
  • Develop and present high-level financial reports to executive leadership.
  • Craft and implement organizational financial strategies.
  • Ensure comprehensive compliance with all financial regulations and standards.
  • Drive the ongoing development and optimization of financial models.
  • Partner with executive leadership to shape strategic financial decisions.
  • Oversee the performance and results of multiple financial planning departments.
  • Spearhead initiatives that provide significant business and financial impact.

Skills:

  • Senior Leadership: Ability to guide and drive high-level professionals and teams.
  • Strategic Insight: Expertise in interpreting and utilizing complex financial data.
  • Advanced Planning and Analysis: Skills in creating detailed and strategic financial plans.
  • Regulatory Expertise: In-depth understanding of financial compliance and regulations.
  • Executive Partnership: Ability to collaborate effectively with top-level executives.
  • Financial Innovation: Competence in developing and enhancing financial models and strategies.
  • Organizational Performance: Skills for ensuring high performance across multiple departments.
  • Impactful Initiative Management: Ability to lead initiatives that drive major financial outcomes.
     
Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.


Compensation:

$165,400.00 - $295,600.00 USD
This role is eligible for Bonus.

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

Wolters Kluwer New York, New York, USA Office

76 9th Ave, New York, NY, United States, 10011

Wolters Kluwer New York, New York, USA Office

111 8th Ave, New York, NY, United States, 10011

Similar Jobs

Senior level
Manufacturing
The Finance Director is responsible for financial planning, analysis, forecasting, and performance management, ensuring alignment with corporate standards. Collaborates with leadership and marketing teams, oversees monthly forecasts and budgeting processes, and supports strategic financial initiatives and decision-making.
Top Skills: AnalysisBudgetingConsolidationFinancial PlanningFinancial ReportingForecastingPerformance Management
4 Hours Ago
Remote or Hybrid
45K-85K Annually
Junior
45K-85K Annually
Junior
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handles inbound calls and warm leads to understand customers’ insurance needs, recommend appropriate coverages, and convert prospects into policyholders. The role includes paid training and Property & Casualty licensing, customer communication, sales closing, and brand representation. Employees work remotely, follow assigned evening and weekend schedules, maintain required home-office and internet standards, and remain in their resident state for at least one year.
Top Skills: Cable InternetDsl InternetFiber InternetPc
9 Hours Ago
Remote or Hybrid
United States
106K-160K Annually
Senior level
106K-160K Annually
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage tax compliance and advisory work, review tax returns, build client relationships, research tax matters, and mentor staff.
Top Skills: AccountingCpaTax Compliance

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account