Senior Financial Planning Analyst

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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 Financial Corporate Compliance (FCC) division, we provide software solutions for regulated financial departments and institutions that help customers meet their obligations to external regulators.

As a Senior Financial Planning Analyst, you will focus on the analysis of revenue, and on the metrics that drive the revenue for our digital lending compliance product business.  This position has high visibility, so effective communication skills along with your solid F, P & A technical skills are needed to support this growing business.

You will report to the Financial Planning Manager.  This position offers a flexible hybrid work schedule (two days in office, three days at home).

KEY RESPONSIBILITIES:
• Provide financial insight and analysis into our key operational areas. 
• Collect, analyze, and communicate financial data to assist the business with making key decisions.
• Provide reporting on performance, focusing on revenue and the various metrics driving revenue.
• Develop and maintain revenue models creating early indicators for both risks and opportunities.
• Manage and report on the annual budget, while providing regular updates through monthly and quarterly analyses.
• Contribute to the 3-year Vision and Strategy Process (VSP). Additionally, conduct ad-hoc analyses as required.
• Support the month-end financial reporting process including generating reports to ensure accurate closing of monthly financials and closing in-depth financial reporting.
• Analyze and track sales pipeline and the relationship to the revenue forecast.
• Provide operational and business insight for key metrics across multiple functional areas.

QUALIFICATIONS:

Education:
• Minimum: Bachelor’s degree in finance, accounting, economics or data analytics.  
 

Experience:
• Two years’ experience in a corporate financial analyst position.  Experience in a software development company preferred.

Knowledge, and Tools:
• Experience working with ERP systems like SAP and NetSuite.

• Experience working with financial reporting systems like Hyperion and Tagetik.

• Working knowledge of visualization tools like Power BI/Tableau.

• Advanced Excel formula knowledge with ability to handle large data set. 

• Variance analysis of projected results and actual results.

• #LI-Hybrid

BENEFITS:

A comprehensive benefits package that begins your first day of employment. 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.

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.

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

Compensation: