Senior Financial Planning Analyst, Wolters Kluwer

Salary not provided

Excel

SAP

Mid and Senior level

Toronto

2+ days a week in office (North York, Toronto)

AI-powered solutions for professionals

Job no longer available

AI-powered solutions for professionals

1001+ employees

B2BEnterpriseLegalBusiness IntelligenceFinancial ServicesAutomation

Job no longer available

Salary not provided

Excel

SAP

Mid and Senior level

Toronto

2+ days a week in office (North York, Toronto)

1001+ employees

B2BEnterpriseLegalBusiness IntelligenceFinancial ServicesAutomation

Company mission

To empower professional customers with the information, software solutions, and services they need to make critical decisions, achieve successful outcomes, and save time.

Job

Company

Role

Who you are

Comprehensive Data Analysis: Proficient in complex financial data analysis. Excel proficiency, and preferred experience with SAP, Business Warehouse (BW), and planning reporting software such as Hyperion and Infor (GEAC)
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
Education: Bachelor’s degree in accounting or finance preferred or related degree; or equivalent experience
Experience: 3+ years of financial planning, analysis, budgeting, and forecasting experience within business unit and/or corporate experience

What the job involves

At Wolters Kluwer, our Tax & Accounting division enables tax and accounting professionals and businesses of all sizes to drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses
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
Produce comprehensive financial reports and analyses for month end
Independently conduct financial forecasting and trend analysis
Develop and update complex financial models
Analyze profit-and-loss statements and provide recommendations
Analyze and forecast cashflow
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
Present financial insights to management as needed

Application process

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

Our take

For over 185 years, Wolters Kluwer has been innovating the way professionals and businesses work. The company has expanded to offer a substantial range of services across the Health, Tax & Accounting, Finance, Compliance, and Legal sectors.

While operating across so many sectors comes with an extensive range of competition, Wolters Kluwer serves customers in over 180 countries, which has been managed, in part, due to its 70+ acquisitions. For example, the company has recently acquired leading artificial intelligence technology company Della AI, which will become part of its legal software unit, to further advance its natural language processing capabilities.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Led by a woman

Glassdoor (3.7)

Company

Company HQ

Alphen aan den Rijn, Netherlands

Leadership

Stacey Caywood

(CEO & Chair of the Executive Board)

Stacey has been part of Wolters Kluwer since 1992, previously serving as the CEO of Wolters Kluwer Health and Wolter Kluwer Legal & Regulatory. They stepped into the role of CEO in early 2026.

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