Senior Financial Planning Analyst

Wolters Kluwer Health Division provides trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes across healthcare. Specialized in clinical effectiveness, learning, research and safety.

As the Senior Financial Planning Analyst, you will manage the financial planning, reporting and analysis for the Nursing Practice and Lippincott Solutions businesses within the Health Division of Wolters Kluwer. This role will be focused heavily on revenue, forecasting and sales analysis across the business as well as identifying opportunities that drive growth. You need to be a self-starter and work with limited direction while taking full ownership of their areas of responsibility. You will be expected to problem solve, recommend solutions, present financial results, and exercise good business judgement.

You will report to the Associate Director, Financial Planning, and work in a hybrid role which requires two days in our Philadelphia, PA office and three days from your remote home office.

Responsibilities include:

• Partnering with Finance, Product and Sales team members to develop forecasts and ensure collaboration and coordination with key stakeholders.

• Anticipate opportunities and risks in the forecasts and effectively communicate them.

• Prepare and deliver monthly reports to management of financial performance and trends.

• Provide quantitative-based recommendations that support revenue growth targets.

• Monitor and analyze results against budget and provide insightful and actionable variance explanations.

• Support and partner with other teams in planning, measuring, reporting and improving performance of operations and reducing cost where necessary.

• Participate in cross functional teams and projects.

• Develop standard and custom business cases to support new product development.

• Leverage technology to link disparate data sources and deliver timely, accurate reporting to business partners.

• Ad-hoc projects supporting different business initiatives including product profitability modeling and analysis.

Education:

• Bachelor's degree with a concentration in Finance or related field or equivalent experience required.

• MBA and/or CPA, preferred.

• Advanced Excel Knowledge.

Required Experience:

• 5+ years' experience in broad based financial related positions or equivalent experience.

• Ability to work well in a team and a commitment to continuous quality improvement.

Preferred Experience:

• Experience with ERP Financial software such as Great Plains, SAP, Essbase/Hyperion, or Tagetik.

• Experience with budgeting, forecasting and financial modeling.

• Experience in FP&A, finance management, data analytics or consulting.

• Proficient in MS Office Suite with advance knowledge of Excel

• Strong quantitative and analytical skills with the ability to think strategically.

• Exceptional organization skills and the ability to manage multiple competing priorities.

• Excellent verbal and written communication skills.

• #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. Full details of our benefits are available - https://www.mywolterskluwerbenefits.com/index.html

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.