Financial Planning Director

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4 Locations
In-Office
Information Technology • Software
The Role

About the Role:
As a Financial Planning Director, you will support the Strategy / M&A and Global Revenue Operations teams across the organization. You will manage high-impact financial initiatives ensuring alignment with organizational goals. You will lead the development of strategic financial insights, drive process improvements, and ensure comprehensive financial analysis to support informed decision-making across the organization.
Responsibilities:
• Manage and oversee high-impact financial planning and analysis projects.
• Ensure financial initiatives align with organizational goals and strategies.
• Lead the preparation and review of comprehensive financial reports.
• Develop and refine strategic financial models and forecasting methods.
• Drive process improvements within the financial planning function.
• Provide in-depth analysis of financial performance and market trends.
• Collaborate with senior leadership on strategic financial planning.
• Identify and address organizational financial risks and opportunities.
• Ensure all financial practices comply with standards and regulations.
• Communicate strategic financial insights and recommendations to top management.
Skills:
• Comprehensive Analysis: Expert in high-level financial analysis and performance review.
• Strategic Modeling & Forecasting: Leading the development of strategic financial models.
• Process Improvement: Driving financial process improvements and efficiencies.
• Market Analysis: Analyzing market trends to inform strategic decisions.
• Risk & Opportunity Management: Identifying and managing financial risks and opportunities.
• Regulatory Compliance: Ensuring financial compliance with standards.
• Strategic Alignment: Aligning financial initiatives with organizational goals.
• Leadership Communication: Communicating strategic insights effectively to top management.
• Recognized as a thought leader and requires expertise in leading-edge theories or techniques within own field
• Influences business or industry issues
• Proactively identifies and solves problems that impact the direction of the business
• May participate in the development of the business strategy
• Leads highly visible programs or initiatives across the organization
• Impacts business direction through the development of innovative services or products
• Negotiates with senior level and external stakeholders to influence decisions
• Progression to this level is typically based on business requirements

Minimum Requirements

  • Bachelors in Finance or related
  • 5-7+ years of experience in FP&A, Revenue Operations, or a related commercial finance function within a commercial or revenue‑driven environment.
  • Demonstrated experience partnering with senior‑level executives and operating confidently in high‑visibility environments.
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:

$137,900.00 - $246,350.00 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.

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The Company
Hagerstown, MD
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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