Senior Financial Planning Analyst

LOCATION: Hybrid (8 days per month in the office) - Kennesaw GA, Riverwoods IL, Wichita KS

OVERVIEW

You will collaborate with finance teams across Wolters Kluwer, partners, leadership, and various functional teams. You will work on various financial planning and analysis tasks, including month-end close, monthly management reporting, 3-year strategy, annual budget, forecasting, financial modeling, and other analysis. You will also help identify and guide efficient processes for budgeting and forecasting of expenses, and operational reporting. You will report directly to the Financial Planning Associate Director.

RESPONSIBLITIES

• Assist with month end, budget, and forecasting process for Tax & Accounting

• Review consolidated financials for accuracy and follow up on any deviations in trends

• Prepare monthly and quarterly consolidated financial analysis and report on deliverables

• Ensure accurate reporting

• Assist in review and billing of development teams

• Contribute to process improvements and best practices to enhance the effectiveness of the planning and reporting processes

• Collaborate with leadership and take on ad hoc, divisional projects

• Contribute to and participate in executive presentations

• Navigate and build relationships in a matrixed, global organization.

• Identify business issues and opportunities, developing plans of action, and execute those plans

QUALIFICATIONS

Education: bachelor's degree in Accounting, Finance, or related business field; or equivalent experience

Required Experience: 4+ years of experience in finance to include Accounting, Financial Planning, and Analysis

Desired experience:

• Advanced Excel

• Experience with SAP, Business Warehouse (BW), and planning reporting software such as Tagetik and Infor (GEAC)

TRAVEL: < 5% for occasional business meetings

#LI-Hybrid