Senior Financial Planning Analyst (Compliance Solutions) – Hybrid (MN/MA) R0052970 | FCC | CS - Wolters Kluwer Financial Services, Inc.
Summary:
As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently
About Us: https://www.wolterskluwer.com/en/about-us/organization/financial-and-corporate-compliance
Hybrid: Eight days a month we come together in the MN-Minneapolis-South Fifth St and MA-Waltham-Third Ave office within 50 miles to experience the value of connecting with colleagues. You will report to the Financial Planning Manager, and work under the leadership of the Associate Director, Financial Planning. This role is a part of FCC | CS - Wolters Kluwer Financial Services, Inc. | Please view the site office location directory for potential office preferences nationwide. http://bit.ly/Find_A_WK_Office | #LI-Hybrid
Must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Required Job Qualifications (Min. 3yr+ experience)
- Comprehensive Data Analysis: Proficient in complex financial data analysis.
- Forecasting: Skilled in performing detailed financial forecasting.
- Advanced Modeling: Proficient in developing and updating complex financial models.
- Report Analysis: Ability to produce and interpret comprehensive financial reports.
- Strategic Insight: Providing insights based on financial data and trend analysis.
- Economic Research: Proficient in researching and analyzing economic trends.
- Technical Expertise: Proficient in SAP, Oracle, Tagetik, and advanced Excel (extensive use of VLOOKUP, PivotTables, and nested formulas).
- Scenario Planning: Assisting in "what if" scenario analyses for strategic planning.
- Presentation Skills: Skilled at presenting complex financial data and actionable insights to diverse audiences, including leadership, business partners, and C-suite stakeholders, both virtually and in person.
Essential Duties and Responsibilities
- Produce comprehensive financial reports and analyses.
- Independently conduct financial forecasting and trend analysis.
- Develop and update complex financial models.
- Analyze profit-and-loss statements and provide recommendations.
- Research and analyze economic progressions impacting financial planning.
- Collaborate on the development of financial strategies.
- Support the preparation of budget proposals and schedules.
- Ensure accuracy and reliability of financial data and reports.
- Participate in scenario analysis for future business planning.
- Present financial insights to management as needed.
Additional Information
Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including: 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:
🔗 https://www.mywolterskluwerbenefits.com/index.html
Company Overview
Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.
Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. We are headquartered in Alphen aan den Rijn, the Netherlands.
• Ranked by Forbes Magazine as among America’s Best Large Employers for 2022 - #84
• Wolters Kluwer secures 2nd place in Newsweek's Most Trustworthy Companies List 2023
• WK #1 for gender equality in the workplace in the Netherlands & #47 worldwide for 2023
Disclaimer: The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities and requirements. The job description provided is subject to revision and modification at any time.
Our Interview PracticesTo 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:
$78,400.00 - $136,950.00 USDThis 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.
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.
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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.
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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.
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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.
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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).
