Financial Planning Manager

Wolters Kluwer; Houston (TX); Hybrid; USD 90,000 - 157,000; Full time

Benefits offered by this job

Medical

Dental & Vision

401(k)

Tuition Assistance

Vacation and Sick Time

Paid Parental Leave

Job summary

Wolters Kluwer is seeking a Senior FP&A Analyst to own forecasting for the ELM SaaS business, including churn, renewals, and ARR. You will develop revenue models, partner with Data Science to improve forecast accuracy, and deliver insights to senior leadership.

The role requires 5+ years in FP&A or related finance, with strong Excel/PowerPoint, financial modeling, and data visualization skills. Hybrid work with potential NYC or Houston onsite presence.

Qualifications

• Bachelor’s degree in finance, accounting, economics or related field.
• 5+ years of FP&A, corporate finance, or related finance role.
• Structured and methodical forecasting and analysis with attention to detail.

Responsibilities

• Build detailed sales and revenue forecasts with cross-functional partners.
• Own financial analysis and forecasting of key SaaS indicators (churn, renewals, ARR).
• Develop revenue forecasts using volume-based models with Data Science support.
• Analyze pipeline activity, win rates, and deal timing to assess risks and opportunities.
• Lead cross-departmental projects with varying complexity and resources.

Skills

Ownership & initiative

Business analytics

Communication

Financial modeling

Excel

PowerPoint

Data visualization

AI / analytics tools

Education

Bachelor’s degree in finance, accounting, economics

Tools

NetSuite

Tagetik

Job description

Responsibilities

Build detailed sales and revenue forecasts, working together with cross-functional business partners. Support the annual Budget, VSP strategic planning, and quarterly forecasting processes for the ELM business. Develop a deep understanding of the ELM business: our commercial models, operating processes, systems, and value drivers to identify risks, opportunities, and areas for improved performance. Own the financial analysis and forecasting of key Transactional SaaS business indicators, including churn, renewals, and ARR. Develop and enhance revenue forecasts for the transactional business using volume-based forecasting models, partnering with Data Science to improve forecasting methodologies, model accuracy, and predictive capabilities. Analyze pipeline activity, win rates, deal timing, sales mix, and other commercial drivers to assess risks and opportunities to the sales forecast. Lead projects across departments or areas with a variety of resource requirements, risk, and/or complexity.

Skills

Strong sense of ownership and initiative, with the ability to independently drive work forward, proactively identify issues and opportunities, and follow through to completion. Strong business analytics capabilities, with a demonstrated ability to identify root causes, develop insights, and translate analysis into actionable recommendations. Confident, constructive communication style; able to ask difficult questions, challenge assumptions, and push for outcomes while building trusted relationships. Advanced proficiency with financial modeling, Excel, PowerPoint, data visualization, and analytical tools; comfort rapidly learning and adopting new technologies. Practical fluency in AI, automation, and emerging analytical tools to improve the quality, efficiency, and scalability of Finance processes.

Required Experience

Bachelor’s degree in finance, accounting, economics, or a related field. 5+ years of experience in FP&A, corporate finance, or a related finance role. Intellectual curiosity and ability to quickly develop a deep understanding of complex businesses, processes, systems, data, and commercial models. Demonstrates a structured and methodical approach to forecasting and analysis, with strong attention to detail and process discipline. Experience interacting with, and presenting to, senior leadership. Experience in a SaaS, software, or recurring-revenue business model is preferred. Experience with planning and reporting software such as NetSuite or Tagetik preferred.

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

Compensation: $89,600.00 - $157,000.00 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.

Benefits

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.

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.

Contact

For more information about our solutions and organization, visit www.wolterskluwer.com, or follow us on LinkedIn, Instagram and Facebook.

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. 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.

We are committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions. 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.

* Hybrid work schedule with an expectation of working approximately two days per week in the New York City or Houston office.