Financial Planning Manager

Wolters Kluwer - Financial Services Solutions; New York (NY); On-site; USD 108,000 - 188,000; Full time

Benefits offered by this job

Medical Plans

Dental Plans

Vision Plans

401(k)

FSA/HSA

Commuter Benefits

Tuition Assistance Plan

Vacation and Sick Time

Paid Parental Leave

Job summary

Wolters Kluwer - Financial Services Solutions in the United States seeks a Financial Planning Manager who will independently run advanced financial tasks and ensure high-quality reports for senior leadership. You will own area performance, shape strategic financial management, and lead cross-functional efforts.

The role demands strong financial acumen, sophisticated modeling, and the ability to communicate insights clearly. Travel may be required as part of the leadership responsibilities.

Qualifications

• Bachelor's degree from an accredited college or university.
• 10+ years of finance experience with analysis, forecasting, and modeling.
• Experience interacting with and presenting to senior leadership.
• Advanced Excel formula knowledge and ability to handle large datasets.
• Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS.
• Domestic and international travel as needed.

Responsibilities

• Supporting allocations through GBS, DXG, Legal, HR, Strategy, and GBCM budgets and cycles.
• Provide Key Insights to Divisional Business Leaders with Enterprise Function expenses.
• Develop and provide analysis of advanced financial data and emerging trends into high-level financial reports for senior leadership.
• Support ongoing development and optimization of financial models.
• Partner with executive leadership to shape strategic financial decisions.

Skills

Independent Analysis

Sophisticated Modeling

Forecasting Proficiency

Strategic Collaboration

Compliance Knowledge

Risk Analysis

Budget Control

Insight Communication

Education

Bachelor's degree

Tools

SAP

Hyperion

Tagetik

Essbase

PBCS

Excel

Job description

About the Role

As a Financial Planning Manager, you will independently execute specialized financial tasks and ensure the quality of financial reports and analysis to senior leadership and managers. You will be responsible for your area's overall performance and strategic financial management. This role demands exceptional financial acumen, strategic insight, and leadership skills to ensure the organization's financial objectives are met and exceeded.

Responsibilities

• Supporting GBS, DXG, Legal, HR, Strategy, and GBCM allocations through VSP, LE, and Budget cycles.
• Provide Key Insights to Divisional Business Leaders with Enterprise Function expenses.
• Develop and provide analysis of advanced financial data and emerging trends into high-level financial reports for senior leadership.
• Support ongoing development and optimization of financial models.
• Partner with executive leadership to shape strategic financial decisions.

Skills

• Independent Analysis: Capable of performing detailed financial analysis autonomously.
• Sophisticated Modeling: Highly skilled in developing complex financial models.
• Forecasting Proficiency: Capable of leading financial forecasting efforts.
• Strategic Collaboration: Collaborating on and contributing to strategic initiatives.
• Compliance Knowledge: Ensuring adherence to financial policies and guidelines.
• Risk Analysis: Identifying and analyzing financial risks and opportunities.
• Budget Control: Supporting effective budget planning and control.
• Insight Communication: Effective at communicating financial insights and recommendations.

Qualifications

• A minimum of 10 years of finance experience, including financial analysis, forecasting, and modeling; experience in software or the IT industry preferred.
• Bachelor's degree from an accredited college or university.
• Experience interacting with and presenting to senior leadership.
• Exceptional analytical insight and the ability to tailor complex messages to the appropriate audience in a collaborative manner.
• Strong analytical and communication skills.
• Advanced Excel formula knowledge with the ability to handle large datasets.
• Variance analysis of project results and actual results.
• Proficient with Microsoft Office Suite applications, including Word, Excel, and Outlook.
• Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS preferred.
• Domestic and international travel as needed.

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

$107,500.00 - $188,400.00 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

• Medical Plans
• Dental Plans
• Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave

About Wolters Kluwer

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.

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.

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

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. 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.

We are also 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.