Senior Financial Planning Analyst, Software

Wolters Kluwer is a global provider of professional information, software solutions, and services for the finance, tax & accounting, risk, compliance, healthcare, CSG and regulatory sectors. Within our Financial Corporate Compliance (FCC) division, we provide software solutions for regulated financial departments and institutions that help customers meet their obligations to external regulators. To support the product lines growth, we are adding another analyst with solid F, P& A skills.

As a Senior Financial Planning Analyst, you will provide financial analysis and insight with timely reporting to the business stakeholders; complete month-end close procedures, as well as participate in creating the 3-year forecast plan.

In this role you will report to the Director, Financial Planning and work a hybrid work schedule from our local Minneapolis, MN office (two days in office and three days from your home office).

Responsibilities:

• Produce comprehensive financial reports and analyses.

• Independently conduct financial forecasting and analysis.

• Develop and update complex financial models.

• Analyze profit-and-loss statements and provide recommendations to drive business performance.

• Research and analyze economic progressions impacting financial planning.

• Collaborate on the development of financial and business 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.

• Present financial insights to management as needed.

• Complete necessary transactions for month-end close.

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.

• Presentation Skills: Capable of presenting financial data and insights effectively.

Qualifications:

Education:

• Minimum: Bachelor’s degree in finance, accounting, economics

Experience:

• Two years’ experience in a corporate Financial Analyst position. Experience in a software development company preferred.

Knowledge, and Tools:

• Experience working with ERP systems like SAP and NetSuite.

• Experience working with financial reporting and Corporate Performance Management systems like Hyperion and Tagetik.

• Working knowledge of visualization tools like Power BI/Tableau.

• Advanced Excel formula knowledge with ability to handle large data set.

• Variance analysis of projected results and actual results.

• #LI-Hybrid

BENEFITS:

A comprehensive benefits package that begins your first day of employment. Additional Information: Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave.

Diversity Matters:

Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750

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