What are the responsibilities and job description for the Financial Planning Manager position at Wolters Kluwer?
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
Compensation :
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA : $121,350 - $170,050
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer / business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Salary : $121,350 - $170,050
