Financial Planning Manager

wk; New York (NY); On-site; USD 108,000 - 188,000; Full time

Benefits offered by this job

Medical, Dental, Vision Plans

401(k)

Tuition Assistance Plan

Vacation and Sick Time

Paid Parental Leave

Job summary

Wolters Kluwer seeks a Financial Planning Manager to independently execute specialized financial tasks and ensure the quality of financial reporting and analysis for senior leadership. You will oversee your area’s performance and strategic financial management with strong analytical and leadership capability.

Responsibilities include supporting allocations, delivering high-level insights, developing financial models, and partnering with executive leadership to guide strategic decisions.

Qualifications

• Minimum 10 years of finance experience including financial analysis, forecasting, and modeling.
• Bachelor's degree from an accredited college or university.
• Experience presenting to senior leadership.

Responsibilities

• Support GBS, DXG, Legal, HR, Strategy, and GBCM allocations through budgets and cycles.
• Provide insights to divisional leaders on enterprise function expenses.
• Develop and present advanced financial data and trends in senior leadership reports.
• Support development and optimization of financial models.
• Partner with executives to shape strategic financial decisions.

Skills

Independent analysis

Sophisticated modeling

Forecasting

Strategic collaboration

Compliance knowledge

Risk analysis

Budget control

Insight communication

Education

Bachelor's degree

Tools

SAP

Hyperion

Tagetik

Essbase

PBCS

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.

Additional Information :

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.