Financial Planning Analyst

About the Role:
Job Description: 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 our Enterprise Finance division, we apply domain expertise to support Wolters Kluwer’s Digital DNA, streamline processes, decrease costs, and improve the efficiency of centralized service delivery.

As a Financial Planning Analyst, you will be working closely with the Finance Manager & other Senior Analysts to execute specialized financial tasks and ensure the quality of financial reports and analysis to senior leadership and managers. You will be expanding your knowledge and be responsible for your area's overall performance and strategic financial management. This role demands exceptional financial acumen, strategic insight, and leadership skills to ensure the organization's financial objectives are met and exceeded.
Responsibilities:

• Supporting GBS, DXG, Legal, HR, Strategy, and GBCM allocations through VSP, LE, and Budget cycles.
• Provide Key Insights to Divisional Business Leaders with Enterprise Function expenses.
• Develop and provide analysis of advanced financial data and emerging trends into high-level financial reports for senior leadership.
• Support ongoing development and optimization of financial models
• Partner Finance Manager & other Senior Analysts to shape strategic financial decisions.

Skills:

• Advanced Data Entry: Proficient in detailed financial data entry.
•  Financial Analysis: Capable of conducting financial analyses with oversight
• Modeling Support: Skillful in maintaining and updating financial models.
• Report Generation: Ability to prepare thorough financial reports.
• Trend Analysis: Skilled at analyzing and summarizing financial trends.
• Budget Assistance: Assisting in budget preparation and documentation.
• Research Support: Contributing to economic and financial research activities.
• Collaboration: Effective in collaborating on team financial projects.

Qualifications:

• A minimum of one to two years of finance experience, including financial analysis, forecasting, and modeling; experience in software or the IT industry preferred
• Bachelor's degree from an accredited college or university
• Exceptional analytical insight and the ability to tailor complex messages to the appropriate audience in a collaborative manner
• Strong analytical and communication skills
• Advanced Excel formula knowledge with the ability to handle large datasets
• Variance analysis of project results and actual results
• Proficient with Microsoft Office Suite applications, including Word, Excel, and Outlook. Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS preferred
• Domestic and international travel as needed

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:

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. 

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.