Senior Financial Planning Analyst

Basic Function

Wolters Kluwer is a global leader in professional information services. Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare rely on Wolters Kluwers market leading information-enabled tools and software solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world. Wolters Kluwer combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

The Global Finance Shared Service (FSS) is a new organization that is part of the finance function; bringing finance and accounting experts together so they can share their expertise and collaborate to standardize and enhance processes and tools. Included in this organization is the Finance Center of Excellence (CoE) in Pune, India which is a unified team comprised of Finance Professionals and Data Scientists driving centralized Financial and Analytical support across all of the Wolters Kluwer global divisions. The diverse capabilities of the team are focused on Finance Reporting Harmonization (Data Governance), Technology Enablement (Simplify, Standardize, Automate), Reporting and Analytic Enhancements (BI Dashboards).  The Finance CoE has established skill-based training programs (Knowledge sharing forums) encouraging continuous learning while fostering strong engagement and belonging. 

The Senior Financial Analyst serves as a value-adding partner providing key financial support for the Tax and Accounting team. They will provide analytical support to the business through expense forecasting, budgeting, and multi-year strategic planning, to deliver key financial results. This position partners closely with the publishing, commercial sales, and operations teams in support of achieving business goals.

Essential Duties And Responsibilities

• Responsible for collecting, organizing, analyzing, interpreting, and communicating financial data in a meaningful way.
• Support the month-end financial reporting process, including preliminary report generation, ensuring accurate closing of monthly financials, and conducting post-close variance analysis of actual vs. forecasted results.
• Key resource in the planning and execution of the corporate forecasting process, including the annual budget and long-range planning.
• Provide operational and business insight for key metrics across multiple functional areas.
• Analyze, track, and report on all assigned costs and/or revenue in comparison to approved planning/forecasting benchmarks. Drive efficiencies in data collection and improve the structure and associated update time of existing spreadsheets.
• Various ad-hoc projects as assigned by the manager.
  
  
  

• Act as a financial business partner, proactively identifying business issues and opportunities.
• Collaborate cross-functionally with virtual teams and communicate effectively with leadership.
• Provide effective reporting for executive presentations.
• Support Business Unit Finance Teams in Financial Planning and Analysis (FP&A) tasks.
• Manage and report on the annual budget, conduct monthly and quarterly analyses, and contribute to the 3-year Vision and Strategy Process.
• Conduct ad-hoc analyses as required.
• Financial reporting expertise: Understand the business, determine the type(s) of reports needed, work with contacts to automate reports, understand what the results indicate, and clearly articulate insights through written and verbal communication.
  
  
  

• Minimum: Bachelor’s degree in finance accounting, or economics or data analytics or 4 years of experience in finance, accounting, or consulting role
• Preferred: Master’s Degree/MBA in finance or CPA, accounting, or economics or data analysis with 4 years of experience in finance, accounting, or consulting role
  
  
  

• Experience supporting Technology and Development organizations.
• Ability to meet tight deadlines and deliver quality results.
  
  
  

• Knowledge of handling large datasets.
• Advanced Microsoft Excel spreadsheet modeling skills (pivot tables, embedded IF statements, VLOOKUP, HLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, etc.)
• System savvy with the ability to learn new systems quickly.
• Tagetik, PowerBI, and Great Plains experience is a plus.
  
  
  

• Self-motivated, works independently, and manages deadlines.
• Comfortable with ambiguity:
• Guidance will be provided, but this is a new area, meaning not every step will be clearly defined.
• Flexibility/adaptability:
• Understand different levels of detail needed for different audiences and adapt accordingly.
• Be open to potential role changes.
• Strong written and verbal communication skills:
• Able to write documents seen at the highest levels of the company. Strong grammar, spelling, and general ability to write bullets is a must.