Senior Financial Systems Analyst - CPM / Financial Planning Systems

Wolters Kluwer; India; Hybrid; INR 2,000,000 - 3,200,000; Full time

Benefits offered by this job

Hybrid work schedule (Mondays & &T

Well-being program

Global organization

Job summary

Wolters Kluwer seeks a seasoned FP&A and CPM/EPM specialist to manage planning, budgeting, forecasting, and reporting across a global finance function.

You will configure and administer complex financial systems, collaborate with IT and business teams, and drive continuous improvement in process and data integrity in a hybrid work setting.

Qualifications

• At least 5-8 years of experience in financial systems, corporate finance, or FP&A, including planning, budgeting, forecasting, financial reporting, data analysis, or financial systems administration.

Responsibilities

• Own advanced configuration, administration, and ongoing support of CPM/EPM and related financial systems.
• Plan, forecast, consolidate, and report; develop management dashboards and system solutions.
• Lead or coordinate system enhancements, testing/UAT, upgrades, or finance transformation workstreams.
• Coordinate with Finance, IT, and stakeholders to align priorities and delivery timelines.

Skills

Financial systems expertise

Analytical thinking

Stakeholder management

Problem solving

Communication

Finance knowledge

Education

Bachelor's degree in Finance/Accounting/related

Master's degree preferred

Tools

CPM/EPM platforms (Tagetik/OneStream/Oracle EPM/Hyperion/Anaplan)

ERP systems (SAP/Oracle)

Excel (advanced)

Power BI

SQL

Job description

Education

Bachelor's degree in Finance, Accounting, Economics, Information Systems, Business, or a related field; Master's degree or relevant finance/CPM certification preferred.

Experience

At least 5 - 8 years of experience in financial systems, corporate finance, or FP&A, including planning, budgeting, forecasting, financial reporting, data analysis, or financial systems administration; experience in a global organization preferred. Strong understanding of financial concepts, including P&L, cost center/account structures, planning, forecasting, variance analysis, and management reporting. Hands-on experience with CPM/EPM platforms such as CCH Tagetik, OneStream, Oracle EPM/Hyperion, Anaplan, SAP Analytics Cloud Planning, Adaptive Planning, or similar. Experience with ERP and financial systems such as SAP, Oracle, or similar enterprise platforms, including upstream and downstream financial data flows. Proven ability to configure and administer complex financial system components including dimensions, hierarchies, workflows, business rules, metadata, and security. Strong analytical and problem-solving skills with the ability to independently assess complex issues, evaluate multiple sources of information, and drive root-cause resolution. Experience leading or coordinating system enhancements, testing/UAT, upgrades, releases, or finance transformation workstreams with minimal guidance. Advanced proficiency in Excel, financial modelling, data analysis, and reporting tools; experience with Power BI or similar analytics tools is a plus. Strong business acumen, communication, and stakeholder management skills, with the ability to translate finance requirements into system solutions and build consensus across teams.

Technical Skills

Strong working knowledge of CPM/EPM platforms for planning, budgeting, forecasting, consolidation, and reporting; CCH Tagetik experience preferred. Advanced system configuration and administration skills across metadata, dimensions, hierarchies, workflows, business rules, user roles, access, and permissions. Experience with data integration and transformation, including ERP connectivity, mappings, validations, reconciliations, and financial data import/export management. Ability to perform system monitoring, issue diagnosis, maintenance, testing, release support, and controls to maintain system reliability and data integrity. Advanced reporting and data analysis capabilities; knowledge of SQL, TGKML, scripting, or automation/data integration tools is a strong plus.

Soft Skills

Independent and accountable professional who can manage complex activities with minimal guidance and exercise sound judgment. Strategic and analytical thinker who connects financial process needs with scalable system design, governance, and controls. Strong problem solver who anticipates risks, performs root-cause analysis, and drives practical, sustainable improvements. Effective communicator who can explain difficult financial and technical concepts clearly to both business and technology stakeholders. Collaborative influencer who builds trust, works across global cross-functional teams, and helps establish alignment and consensus. Proactive and adaptable team member who acts as a resource for colleagues, manages competing priorities, and thrives in a dynamic environment.

ESSENTIAL DUTIES

System Management & Governance Own advanced configuration, administration, and ongoing support of CPM/EPM and related financial systems supporting the Health organization. Administer user access, roles, permissions, hierarchies, workflows, metadata, business rules, and other system configurations, ensuring appropriate governance and controls. Monitor system performance, scheduled processes, data loads, and integrations; investigate complex issues and coordinate timely resolution across Finance, IT, vendors, and business teams. Lead system maintenance, updates, regression testing, UAT, and release activities while maintaining detailed system documentation, SOPs, and support materials. Planning, Forecasting & Reporting Support and enhance planning, budgeting, forecasting, consolidation, and reporting processes, ensuring financial data is accurate, complete, and available according to business timelines. Partner with Finance and FP&A stakeholders to gather requirements, analyze financial and process needs, and develop management reports, dashboards, and system solutions. Perform advanced data and variance analysis, reconcile financial information across systems, and translate business requirements into configurations, validations, automations, and data flows. Continuous Improvement & Project Leadership Identify and implement opportunities to automate, simplify, and standardize financial processes, controls, system configurations, and reporting. Lead or independently manage workstreams for CPM/EPM enhancements, integrations, upgrades, implementations, and other finance technology initiatives. Apply best practices and lessons learned to improve system reliability, scalability, user experience, and governance across Finance Shared Services and supported business teams. Stakeholder Management & User Support Provide comprehensive support to finance system users, including complex issue resolution, guidance, training, and knowledge transfer. Coordinate with Health Finance, Shared Services, IT, external partners, and other stakeholders to align priorities, requirements, solution design, and delivery timelines. Serve as a subject matter resource for colleagues and leadership by providing clear status updates, metrics, recommendations, and insights on financial systems and improvement initiatives.

TRAVEL REQUIREMENTS

Minimal travel might be required.

PHYSICAL DEMANDS

Working from the Kalyani Nagar, Pune office on a hybrid schedule (Mondays and Tuesdays).

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.

Company Culture

If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day.

Mission and Vision

Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential. With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes.

Contact Information

For more information about our solutions and organization, visit www.wolterskluwer.com, or follow us on LinkedIn, Instagram and Facebook. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions.

Equality and Inclusion

As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.

Benefits

Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being. That commitment has been recognized externally through Ragan’s Top Places to Work for Employee Wellbeing: Large Organization in 2024. More recently, Wolters Kluwer was recognized by Forbes as one of America’s Best Large Employers 2026 and America’s Best Employers for Engineers 2026. In 2025, Wolters Kluwer was also recognized by Forbes as one of America’s Best Employers for Women.

Compliance

All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases. GDPR Wolters Kluwer (“we” or “us”) wants to inform you about the ways we process your personal information. In this Privacy & Cookie Notice we explain what personal information we collect, use and disclose. You’ll find details related to GDPR and other data privacy policies on our Careers Privacy and Cookies page.