Financial Planning Manager

• This role is a Hybrid position that will require 2 days in a Wolters Kluwer office location listed, with a preference for Riverwoods, IL office. The Riverwoods office is very close to Northbrook/Deerfield Il area **
  
  
  

As a Financial Planning Manager, you will report directly to the Financial Planning Director. The role will require collaborating with finance teams across Wolters Kluwer, as well as Business Unit, Division and Corporate leadership and various functional teams. You will work on various financial planning and analysis tasks, including month-end close, monthly management reporting, 3-year strategic plan, annual budget, forecasting, financial modeling, and other analysis as needed. You will also help identify and drive efficient processes for budgeting and forecasting of expenses, and operational reporting.

Essential Duties And Responsibilities

• Assist with Month end, Budget and forecasting process for Corporate Performance & ESG
• Review consolidated financials for accuracy and follow up on any deviations in trends
• Prepare monthly and quarterly consolidated financial analysis and reporting deliverables. Ensure accurate and timely reporting in alignment with corporate deadlines
• Drive continuous process improvement and best practices to enhance the effectiveness and efficiency of the planning and reporting processes
• Drive, in collaboration with leadership, ad hoc projects within the Corporate Performance & ESG
  
  
  

Minimum Qualifications:

• Bachelor's degree in accounting, Finance or other related business field
• 8 or more years of experience in finance roles, including Accounting, Financial Planning and Analysis and Corporate
• 5 or more years of experience in a financial planning and analysis position
  
  
  

Preferred Qualifications:

• Ability to communicate with different levels and functions, in a global environment
• Strong background in financial analysis and problem-solving skills
• Capacity to identify underlying principles, reasons or factors of information by breaking down into components; ability to uncover and explain the cause and effect of data disparities
• Advanced level of proficiency with Microsoft Excel
• Experience with SAP, Business Warehouse (BW), and planning reporting software such as Tagetik preferred but not required
  
  
  

Other Knowledge, Skills, Abilities or Certifications:

• Excellent interpersonal, verbal, and written communication skills
• Strong work ethic, self-motivated, highly responsive, detail oriented
• Ability to work independently and manage time/driven to meet deadlines
• Ability to prioritize and focus, strong time management and organizational skills
• Consistently demonstrate high standards in timeliness, organization, and work quality
• Ability to juggle multiple projects and deadlines simultaneously
• Maintain a proactive attitude and a focus on resolving problems and delivering results
• Flexible and adaptable to change
  
  
  

Travel Requirements

5% or less

As a top candidate, you will demonstrate the following attributes and skills:

• Strong communication skills, both written and verbal
• Proven ability to accurately summarize analysis with relevant points for executive presentations and proven ability to communicate effectively with all levels of management
• Function as an integral part of a team and build positive relationships and credibility
• Comfortable communicating cross-functionally and with geographically distributed, virtual teams and various levels of leadership including executive level management
• Self-motivated and demonstrated ability to work and think independently, interpret and exercise professional judgment, creatively problem solve.
• Proven track record of being forward thinking and proactive in identifying business issues and opportunities, developing plans of action and executing on those plans
• Ability to work effectively under tight deadlines and deliver timely and quality results with a focus on accuracy and integrity of data
• Ability to work on and manage multiple projects in a demanding, fast-paced environment.
• Successful track record as a business partner and organization leader