About the Role:
As a Financial Planning Analyst, you'll take on more responsibility in the preparation and analysis of financial documents. You'll support a variety of financial processes and projects, focusing on the analysis of financial data to provide insights that support organizational decisions.
Responsibilities:
• Prepare detailed financial reports and summaries.
• Conduct financial analysis with some supervision.
• Support various financial forecasting processes.
• Assist in the creation and update of financial models.
• Organize and maintain comprehensive financial data records.
• Analyze sales trends and provide insights.
• Contribute to the development of financial plans and budgets.
• Collaborate with team members on financial projects.
• Monitor economic progressions and assist in relevant research.
• Ensure accuracy and consistency in financial documentation.
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.
Level criteria P2 (for internal use only):
• Requires working knowledge and expanded conceptual knowledge in primary job family and broadens capabilities
• Understands key business drivers and builds knowledge of the company, processes and customers
• Performs a range of assignments and solves moderately complex problems under guidance of established policies and procedures
• Receives a moderate level of guidance and direction
• Impacts quality of own work and the work of others on the team; may provide informal guidance to new team members
• Explains complex information to others in straightforward situations
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.
Skills Required
- Proficiency in detailed financial data entry
- Ability to conduct financial analysis with oversight
- Ability to maintain and update financial models
- Ability to prepare thorough financial reports
- Skill in analyzing and summarizing financial trends
- Ability to assist with budget preparation and documentation
- Ability to contribute to economic and financial research
- Effective collaboration on team financial projects
Wolters Kluwer Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wolters Kluwer and has not been reviewed or approved by Wolters Kluwer.
-
Leave & Time Off Breadth — Time away benefits are positioned as broad, spanning vacation and sick time plus paid holidays and other covered leave types. Paid parental and caregiver leave, bereavement leave, and a volunteer day contribute to a more comprehensive time-off offering.
-
Retirement Support — Retirement support is framed as meaningful through access to a 401(k)/retirement plan paired with company matching and additional contribution features in some descriptions. This is reinforced by mentions of profit sharing and other long-term savings-oriented programs.
-
Parental & Family Support — Family-oriented support stands out through adoption assistance and paid parental leave provisions. These benefits are described alongside other caregiver supports that extend beyond basic leave categories.
Wolters Kluwer Insights
What We Do
Wolters Kluwer (www.wolterskluwer.com) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Founded in 1836 and headquartered in Alphen aan den Rijn, the Netherlands, the company serves customers in over 180 countries, maintains operations in over 40 countries and employs 18,600 people worldwide. Wolters Kluwer reported 2019 annual revenues of €4.6 billion. Listed on Euronext Amsterdam, Wolters Kluwer shares (WKL) are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).
