Senior Financial Planning Analyst

RXinsider LTD.; New York (NY); On-site; USD 85,600 - 149,400; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

FSA/HSA

Commuter Benefits

Tuition Assistance

Vacation and Sick Time

Paid Parental Leave

Job summary

Wolters Kluwer in New York, NY seeks a Senior Financial Planning Analyst to advance financial planning and analysis through advanced forecasting, modeling, and reporting. You will produce comprehensive analyses and support decision-making with reliable financial insights.

The role involves developing and updating complex financial models, analyzing P&L, researching economic trends, and presenting findings to management while ensuring compliance with IFRS/GAAP revenue recognition.

Qualifications

• Minimum 5 years of FP&A experience.
• Profound knowledge of IFRS and GAAP revenue recognition.
• Ability to develop and update complex financial models.
• Strong analytical and communication skills.
• Ability to lead projects and work independently.

Responsibilities

• Produce comprehensive financial reports and analyses.
• Independently conduct financial forecasting and trend analysis.
• Develop and update complex financial models.
• Analyze profit-and-loss statements and provide recommendations.
• Research and analyze economic progressions impacting financial planning.
• Collaborate on the development of financial strategies.
• Support the preparation of budget proposals and schedules.
• Ensure accuracy and reliability of financial data and reports.
• Participate in scenario analysis for future business planning.
• Direct liaison with divisional team for all financial inquiries.
• Present financial insights to management as needed.

Skills

Data analysis

Forecasting

Financial modeling

Report analysis

Strategic insight

Economic research

Scenario planning

Revenue recognition

Presentation skills

Job description

About the Role

As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently.

Responsibilities

• Produce comprehensive financial reports and analyses.
• Independently conduct financial forecasting and trend analysis.
• Develop and update complex financial models.
• Analyze profit-and-loss statements and provide recommendations.
• Research and analyze economic progressions impacting financial planning.
• Collaborate on the development of financial strategies.
• Support the preparation of budget proposals and schedules.
• Ensure accuracy and reliability of financial data and reports.
• Participate in scenario analysis for future business planning.
• Direct liaison with divisional team for all financial inquiries.
• Present financial insights to management as needed.

Skills

• Comprehensive Data Analysis: Proficient in complex financial data analysis.
• Forecasting: Skilled in performing detailed financial forecasting.
• Advanced Modeling: Proficient in developing and updating complex financial models.
• Report Analysis: Ability to produce and interpret comprehensive financial reports.
• Strategic Insight: Providing insights based on financial data and trend analysis.
• Economic Research: Proficient in researching and analyzing economic trends.
• Scenario Planning: Assisting in "what if" scenario analyses for strategic planning.
• Deep understanding of IFRS and/or GAAP revenue recognition rules.
• Presentation Skills: Capable of presenting financial data and insights effectively.

Requirement

5 Or More Years' Experience Financial Planning And Analysis

• Requires in-depth conceptual and practical knowledge in primary job family and basic knowledge of related job families
• Has knowledge of best practices and is aware of the competition and market differentiators
• Solves complex problems; exercises judgment based on the analysis of multiple sources of information
• Works independently, receives minimal guidance; may lead projects or may have accountability for on-going activities
• Impacts a range of project activities within own team and other related teams, acts as a resource for colleagues
• Explains difficult or sensitive information; works to build consensus
• Level at which career may stabilize for many years

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

$85,600.00 - $149,400.00 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.