Senior Financial Planning Analyst

Job Summary

As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently.

Responsibilities

• Produce comprehensive financial reports and analyses.

• Independently conduct financial forecasting and trend analysis.

• Develop and update complex financial models.

• Analyze profit-and-loss statements and provide recommendations.

• Research and analyze economic progressions impacting financial planning.

• Collaborate on the development of financial strategies.

• Support the preparation of budget proposals and schedules.

• Ensure accuracy and reliability of financial data and reports.

• Participate in scenario analysis for future business planning.

• Present financial insights to management as needed.

Skills

• Comprehensive Data Analysis: Proficient in complex financial data analysis.

• Forecasting: Skilled in performing detailed financial forecasting.

• Advanced Modeling: Proficient in developing and updating complex financial models.

• Report Analysis: Ability to produce and interpret comprehensive financial reports.

• Strategic Insight: Providing insights based on financial data and trend analysis.

• Economic Research: Proficient in researching and analyzing economic trends.

• Scenario Planning: Assisting in "what if" scenario analyses for strategic planning.

• Presentation Skills: Capable of presenting financial data and insights effectively.                                   

• Month-End Close: Recording of various journal entries as required (accruals/prepaids).

• Accounting Principles: Strong understanding of GAAP (expense recognition/CAPX).

Qualifications

• Bachelor’s degree in finance or accounting.

• 5+ years of experience in financial analysis, financial planning & analysis, or accounting.

• Strong proficiency in Microsoft Excel including advanced formulas, pivot tables and modeling.

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.