Wolters Kluwer

Financial Planning Analyst

Wolters Kluwer  •  $69k - $118k/yr  •  New York City, NY (Onsite)  •  2 hours ago
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Job Description

About the Role:
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 Enterprise Finance division, we apply domain expertise to support Wolters Kluwer’s Digital DNA, streamline processes, decrease costs, and improve the efficiency of centralized service delivery.

As a Financial Planning Analyst, you will be working closely with the Finance Manager & other Senior Analysts to execute specialized financial tasks and ensure the quality of financial reports and analysis to senior leadership and managers. You will be expanding your knowledge and be responsible for your area's overall performance and strategic financial management. This role demands exceptional financial acumen, strategic insight, and leadership skills to ensure the organization's financial objectives are met and exceeded.

Responsibilities:

  • Supporting GBS, DXG, Legal, HR, Strategy, and GBCM allocations through VSP, LE, and Budget cycles.
  • Provide Key Insights to Divisional Business Leaders with Enterprise Function expenses.
  • Develop and provide analysis of advanced financial data and emerging trends into high-level financial reports for senior leadership.
  • Support ongoing development and optimization of financial models
  • Partner Finance Manager & other Senior Analysts to shape strategic financial decisions.


Skills:

  • Advanced Data Entry: Proficient in detailed financial data entry.
  • Financial Analysis: Capable of conducting financial analyses with oversight
  • Modeling Support: Skillful in maintaining and updating financial models.
  • Report Generation: Ability to prepare thorough financial reports.
  • Trend Analysis: Skilled at analyzing and summarizing financial trends.
  • Budget Assistance: Assisting in budget preparation and documentation.
  • Research Support: Contributing to economic and financial research activities.
  • Collaboration: Effective in collaborating on team financial projects.

Qualifications:

  • A minimum of one year of finance experience, including financial analysis, forecasting, and modeling; experience in software or the IT industry preferred
  • Bachelor's degree from an accredited college or university
  • 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 datasets
  • 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

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

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

Compensation:

$68,900.00 - $118,050.00 USDThis role is eligible for Bonus.

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: 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 upon request.

Wolters Kluwer

About Wolters Kluwer

Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions, and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology. Wolters Kluwer reported 2024 annual revenues of €5.9 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

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.

Beware of Recruitment Fraud! 🔒

Scammers may pose as Wolters Kluwer, offering fake job opportunities and requesting personal info or payments. Protect yourself:

- Apply only via our secure Workday hub on our Careers page.

- Our recruiters never ask for banking info or payments.

- We don't use public email accounts (e.g., Hotmail, Yahoo, Gmail).

Report suspected fraud: thirdpartyincident@wolterskluwer.com. If you've made a payment, contact local authorities.

Read more here - https://careers.wolterskluwer.com/en/recruitment-fraud-alert

Industry
IT & Software
Company Size
10,000+ employees
Headquarters
Alphen aan den Rijn, NL
Year Founded
1836
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