Senior Financial Planning & Strategy 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

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.