Financial Planning Manager

12 Minutes ago • 5 Years + • $121,350 PA - $170,050 PA
Financial Analysis

Job Description

As a Financial Planning Manager at Wolters Kluwer, you will independently execute specialized financial tasks, ensuring the quality of financial reports and analysis. Your expertise will directly influence organizational financial planning, strategy, and decision-making. You will provide value-add decision support as a critical business partner to business teams, contributing to strategic initiatives and helping to advance sustainability, health, justice, prosperity, and commerce globally.
Good To Have:
  • Experience working in a global software organization or financial services company.
  • Knowledge of the financial services or banking industry.
  • Knowledge of software development processes.
  • Experience with Hyperion, SAP, or similar financial management software.
Must Have:
  • Independently prepare and review detailed financial reports.
  • Conduct in-depth financial analysis and provide insights.
  • Develop and refine sophisticated financial models.
  • Lead the preparation of financial forecasts and plans.
  • Analyze and interpret sales and profit-and-loss statements.
  • Collaborate on strategic financial planning initiatives.
  • Ensure compliance with financial policies and guidelines.
  • Support the development of budgetary plans and control measures.
  • Identify financial risks and opportunities through detailed analysis.
  • Contribute to the preparation of strategic recommendations for management.
  • Bachelor’s degree or equivalent job-related experience.
  • Minimum of five years of corporate finance or financial planning and analysis experience.
  • Strong business acumen, analytical skills, and attention to detail.
  • Advanced Excel and analytical skills.
  • Proficiency with Microsoft Office Suite applications.
Perks:
  • Growth potential opportunities
  • Professional development
  • Engaging small team environment
  • Hybrid schedule (in-office 2 days a week)
  • Medical, Dental, & Vision Plans
  • 401(k)
  • FSA/HSA
  • Commuter Benefits
  • Tuition Assistance Plan
  • Vacation and Sick Time
  • Paid Parental Leave

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Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

Who We Are: Wolters Kluwer: The world is a big place, find your place here.

What We Offer:

The Financial Planning Manager role offers growth potential opportunities, professional development, an engaging small team environment, a hybrid schedule (in-office 2 days a week in one of our MN offices), and amazing benefits.

What You'll be Doing:

As a Financial Planning Manager, you will independently execute specialized financial tasks and ensure the quality of financial reports and analysis. Your insights and expertise will directly influence organizational financial planning, strategy, and decision-making processes. You'll be expected to provide value-add decision support as a critical business partner to the business teams.

Our Locations: 100 South Fifth Ave. Minneapolis, MN & 6815 Saukview Drive St. Cloud, MN

Hours: 8:00 a.m. - 5:00 p.m., Monday - Friday (Shift includes an hour lunch break and two 15-minute breaks).

Key Tasks:

  • Independently prepare and review detailed financial reports.
  • Conduct in-depth financial analysis and provide insights.
  • Develop and refine sophisticated financial models.
  • Lead the preparation of financial forecasts and plans.
  • Analyze and interpret sales and profit-and-loss statements.
  • Collaborate on strategic financial planning initiatives.
  • Ensure compliance with financial policies and guidelines.
  • Support the development of budgetary plans and control measures.
  • Identify financial risks and opportunities through detailed analysis.
  • Contribute to the preparation of strategic recommendations for management.

You're a Great Fit if You Have:

  • Bachelor’s degree or equivalent job-related experience.
  • Independent Analysis: Capable of performing detailed financial analysis autonomously as well as sophistication in financial systems and tools
  • Sophisticated Modeling: Highly skilled in developing complex financial models
  • Forecasting Proficiency: Capable of leading financial forecasting efforts.
  • Strategic Collaboration: Collaborating on and contributing to strategic initiatives.
  • Compliance Knowledge: Ensuring adherence to financial policies and guidelines.
  • Risk Analysis: Identifying and analyzing financial risks and opportunities.
  • Budget Control: Supporting effective budget planning and control.
  • Insight Communication: Effective at communicating financial insights and recommendations
  • A minimum of five years of corporate finance or financial planning and analysis experience including financial analysis, forecasting, business performance modeling including ROIC, break-even analysis, and reporting (i.e. cash flow, profit and loss, and ad hoc); experience working in a global software organization or financial services company
  • Bachelor's degree from an accredited college or university
  • Strong business acumen with the ability to operationalize concepts/ideas, anticipate risks and issues, and prioritize and manage action plans to deliver successful outcomes
  • Strong analytical skills and strong attention to detail
  • Advanced Excel and analytical skills
  • Knowledge of the financial services or banking industry and knowledge of software development processes highly preferred
  • Proficient with Microsoft Office Suite applications including Word, Excel, Access, Visio, Project, PowerPoint and Outlook; experience with Hyperion, SAP, or similar financial management software preferred
  • The ability to work a hybrid schedule from our West Adams Street location.

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

Additional Information:

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including

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 at https://www.mywolterskluwerbenefits.com/index.html

Diversity Matters:

Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

For more information about our solutions and organization, visit

www.wolterskluwer.com

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**The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job.

They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.**

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

Compensation:

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $121,350 - $170,050

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