Senior Financial Planning Analyst

Wolters Kluwer is a global provider of professional information, software solutions, and services for finance, tax & accounting, risk, compliance, healthcare, CSG, and regulatory sectors. Within our Enterprise Finance function, we provide deep domain knowledge to make things simple, better, and efficient across the enterprise by strengthening Wolters Kluwer’s Digital DNA, reducing costs, and enhancing the delivery of centralized services.

As a Sr Financial Planning Analyst, you will be focused on analysis across various dimensions such as Public Cloud, Software, Hardware, End Users Related Consumption, Projects, and more. This pivotal role requires seamless support and collaboration with Finance Managers & Sr Leadership and other key stakeholders, including Global Business Services (GBS) Technology, Digital eXperience Group (*x/dxg), Business Relationship Manager (BRM), Business Operations teams, and Global WK Divisions. Generate and present monthly financial reporting, analysis, month-end close, annual budgeting, and three-year strategic plan.

Responsibilities:

• Work with multiple stakeholders across Global Business Services (GBS) Technology, Digital eXperience Group (*x/dxg), Business Relationship Manager (BRM), and Business Operations teams and Global WK Divisions to develop and assess the impact of key strategic initiatives
• Provide financial insight and analysis into our key operational areas
• Create and present monthly financial reporting, analysis, month-end close, annual budgeting, and three-year strategy plan
• Prepare forecasts and evaluate corresponding efficiencies, productivity, and other initiatives as applicable
• Participate in the monthly financial closing process via submission of accruals and other necessary journal entries
• Understand business issues and advise on business policy, resource allocation, and business operations to improve financial performance

Qualifications:

• A minimum of five years of finance experience, including financial analysis, forecasting, and modeling; experience in the software or IT industry preferred
• Bachelor's degree from an accredited college or university
• Experience interacting with and presenting to senior leadership
• Exceptional analytical insight and the ability to tailor complex messages to the appropriate audience in a collaborative manner
• Strong analytical and communication skills
• Advanced Excel formula knowledge with the ability to handle large data set
• Variance analysis of project results and actual results
• Proficient with Microsoft Office Suite applications, including Word, Excel, and Outlook. Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS preferred
• Domestic and international travel as needed

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 paramount. Employees recognized us 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 our subsidiaries, divisions, and customers/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.

Be the Difference

If making a difference matters to you, then you matter to us.

Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day.

We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world.

You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong.

About Wolters Kluwer

Wolters Kluwer reported 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide.

Our customers work in industries which impact the lives of millions of people every single day. Our mission is to empower our professional customers with the information, software solutions, and services they need to make critical decisions, achieve successful outcomes, and save time.

Our expert solutions combine deep domain knowledge with technology to deliver both content and workflow automation to drive improved outcomes and productivity for our customers.

We are committed to helping professionals improve the way they do business and solve complex problems with our range of digital solutions and services, which we continuously evolve to meet their changing needs. Our 188-year legacy and portfolio represent thousands of customers worldwide.

For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, and LinkedIn.

Tips & Tricks - Resumes

Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume.

Building Diverse Teams

As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work.

We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion.

This principle is ingrained in our company values and articulated in our Code of Business Ethics.

Our Global Well-being Program

At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.

In 2024 we were awarded Ragan’s Top Places to Work for Employee Wellbeing: Large Organization, in recognition of our commitment to maintaining and enhancing the well-being of our colleagues through our ‘Together we thrive’ well-being program.

Equal Opportunity Employer

To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions.

All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.

GDPR