Senior Financial Planning Analyst

Hybrid role out of one of our office locations. Preferred candidate to be located at our Kennesaw, GA or Toronto, ON office locations.

At Wolters Kluwer, our Tax & Accounting division enables tax and accounting professionals and businesses of all sizes to drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses.

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 for month end.
• Independently conduct financial forecasting and trend analysis.
• Develop and update complex financial models.
• Analyze profit-and-loss statements and provide recommendations.

• Analyze and forecast cashflow.
• 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. Excel proficiency, and preferred experience with SAP, Business Warehouse (BW), and planning reporting software such as Hyperion and Infor (GEAC).
• 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.

Qualifications:

Education: Bachelor’s degree in accounting or finance preferred or related degree; or equivalent experience.

Experience:  3+ years of financial planning, analysis, budgeting, and forecasting experience within business unit and/or corporate experience.

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