Associate Director, Financial Planning

Wolters Kluwer; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

Wolters Kluwer in New York seeks an Associate Director of Financial Planning to lead the LR Division's budgeting, forecasting, and performance analysis, partnering with the Divisional CEO, CFO, and senior leaders. This role combines strategic insight with hands-on financial modeling and decision support, emphasizing data-driven improvements and scalable processes.

The successful candidate will direct a high-performing team, drive governance, and advance analytics capabilities, including AI and

Qualifications

• Strategic finance leader partnering with Divisional CEO and CFO.
• Strong budget, forecasting, and performance analysis experience.
• Experience with AI and automation in finance.
• Leadership and people-management skills.

Responsibilities

• Lead annual budget, strategic planning, and quarterly forecast for LR Division.
• Analyze performance, identify opportunities, and present to senior leadership.
• Develop governance, processes, and controls to improve accuracy and speed.
• Champion use of AI and automation to scale finance operations.

Job description

Position Summary

The Associate Director, Financial Planning, leads and oversees critical financial planning and business performance activities for the Legal & Regulatory US (LR) Division of Wolters Kluwer. This highly visible role serves as a strategic business partner to the Divisional CEO, CFO, and Business Unit leadership teams. The Associate Director will play a central role in annual strategy and budget development, quarterly forecasting, business performance analysis, investment prioritization, and the continued evolution of financial processes, tools, and decision support across the Division. Success in this role requires an intellectually curious, commercial acumen, hands‑on senior finance leader who wants to understand the business at a detailed level, its commercial drivers, operating models, systems, processes, and underlying data. The successful candidate will move comfortably between strategic discussions with senior executives and direct engagement in complex analyses and processes to determine what is working, what is not, and how it can be improved. This is a senior people‑leadership role with significant individual‑contributor responsibility. The Associate Director will combine strong executive communication and constructive challenge with the ability to establish accountability and drive results while maintaining a collaborative, professional approach. The role also calls for practical fluency in AI, automation, and emerging analytical tools to improve the quality, efficiency, and scalability of Finance and broader divisional processes.

Essential Duties and Responsibilities

Partner with business and functional leaders to develop processes, governance, and performance frameworks that strengthen ownership, transparency, and accountability. Support the annual Budget, VSP strategic planning, and quarterly forecasting processes for the LR Division, including full P&L and Cash Flow. Develop a deep understanding of the Divisional businesses, commercial models, operating processes, systems, and value drivers to identify risks, opportunities, and areas for improved performance. Translate complex financial, operational, and commercial information into clear insights, recommendations, and actions for senior leadership. Ask the questions behind the numbers investigating performance drivers, constructively challenging assumptions, and connecting investments and activities to business outcomes. Develop business cases for key investment priorities and establish appropriate governance and performance tracking to ensure financial and operational commitments are delivered. Drive greater financial insight into key operational areas while strengthening financial controls, forecast accuracy, and business accountability. Lead initiatives to improve management reporting, analytical capabilities, processes, systems, and tools, simplify complexity and improve the speed and quality of decision‑making. Identify and implement practical opportunities to use AI, automation, advanced analytics, and related technologies to reduce manual effort, enhance analysis, and create scalable efficiencies across Finance and the Division. Work across functions to resolve complex business and process challenges, constructively challenging established approaches when opportunities for improvement exist. Manage, coach, and develop a high‑performing team of financial professionals while remaining actively engaged in analysis, problem‑solving, and execution. Build an environment in which team members understand the business context behind their work, ask thoughtful questions, develop ideas, and take ownership for outcomes. Prioritize and drive multiple initiatives in a dynamic environment with competing demands and high expectations for quality and responsiveness.

Education

Education