Financial Planning Analyst

Posted 3 Days Ago
4 Locations
In-Office
69K-118K Annually
Junior
Information Technology • Software
The Role
Support allocations, budgeting, and financial reporting across enterprise functions. Produce advanced analyses, maintain and optimize financial models, perform variance and trend analysis, generate reports for senior leadership, and partner with Finance Manager and senior analysts to inform strategic decisions.
Summary Generated by Built In

About the Role:
Job Description: 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 to two years 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 USD
This 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.

Skills Required

  • 1-2 years of finance experience including financial analysis, forecasting, and modeling
  • Bachelor's degree from an accredited college or university
  • Advanced Excel formula knowledge and ability to handle large datasets
  • Proficient with Microsoft Office Suite applications (Word, Excel, Outlook)
  • Experience with variance analysis of project results versus actual results
  • Advanced data entry and accurate financial data maintenance
  • Ability to prepare thorough financial reports and support financial modeling
  • Strong analytical insight and communication skills; tailor complex messages to audience
  • Experience in software or IT industry
  • Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, PBCS
  • Domestic and international travel as needed

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

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The Company
HQ: Alphen aan den Rijn
18,996 Employees

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).

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