Senior Financial Planning Analyst (Compliance Solutions) – Hybrid (MN/MA) R0052970

Wolters Kluwer

Job Summary

As a Senior Financial Planning Analyst, you will engage in advanced financial tasks, providing significant support in the analysis and preparation of financial data. Your role involves comprehensive data analysis, detailed financial forecasting, and developing complex financial models. You will produce and interpret financial reports, offer strategic insights, and research economic trends to aid decision-making, ensuring accurate financial insights for the organization's planning efforts.

Must Have

  • Proficient in complex financial data analysis and forecasting
  • Skilled in developing and updating complex financial models
  • Ability to produce and interpret comprehensive financial reports
  • Provide strategic insights based on financial data and trend analysis
  • Proficient in SAP, Oracle, Tagetik, and advanced Excel
  • Assist in 'what if' scenario analyses for strategic planning
  • Skilled at presenting complex financial data to diverse audiences
  • Analyze profit-and-loss statements and provide recommendations
  • Collaborate on financial strategy development
  • Support budget proposal preparation

Perks & Benefits

  • Medical Plans
  • Dental Plans
  • Vision Plans
  • 401(k)
  • FSA/HSA
  • Commuter Benefits
  • Tuition Assistance Plan
  • Vacation Time
  • Sick Time
  • Paid Parental Leave

Job Description

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.

Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Required Job Qualifications (Min. 3yr+ experience)

  • 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.
  • Technical Expertise: Proficient in SAP, Oracle, Tagetik, and advanced Excel (extensive use of VLOOKUP, PivotTables, and nested formulas).
  • Scenario Planning: Assisting in "what if" scenario analyses for strategic planning.
  • Presentation Skills: Skilled at presenting complex financial data and actionable insights to diverse audiences, including leadership, business partners, and C-suite stakeholders, both virtually and in person.

Essential Duties and 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.

13 Skills Required For This Role

Team Management Excel Data Analytics Scenario Analysis Financial Forecasting Strategic Financial Management Business Planning Oracle Sap Financial Data Analysis Forecasting Budgeting Budget Management Game Texts

Similar Jobs