Financial Planning Manager, Wolters Kluwer
Financial Sector
$98.5-172.7k
+ Bonus
More information about location
2+ days a week in office
AI-powered solutions for professionals
Be an early applicant
AI-powered solutions for professionals
1001+ employees
Be an early applicant
$98.5-172.7k
+ Bonus
More information about location
2+ days a week in office
1001+ employees
Company mission
To help customers make critical decisions every day by providing expert solutions tha to combine deep domain knowledge with technology.
Role
Who you are
- Minimum: Bachelor’s degree in finance, accounting, or economics; with 8+ years of experience in finance, accounting, or consulting role, and at least 2 years as a Team Manager
- Preferred: Master’s Degree/MBA in finance, accounting, or economics
- Supporting a sales, marketing, or strategy organization
- Headcount and expense management, reporting, and planning
- Strong written and oral communication across all management levels
- Effective cross-functional and executive-level collaboration in matrix and virtual environments
- Proven ability to distil analysis for executive presentations
- Builds credible relationships and functions well in teams
- Self-driven with sound judgment and proactive problem-solving
- Delivers accurate, high-quality results under tight deadlines
- Trusted business partner and team leader
- 2+ years of experience leading a team, motivating and developing employees
- Advanced level of proficiency with Microsoft Excel, Word, and Power Point; advanced excel formula knowledge with ability to handle large data sets
- Strong background in financial modeling and business analysis with solid analytical and problem-solving skills
- Experience with SAP (or other ERPs) and Tagetik or Hyperion financial management software
- Experience with Visualization tools like Power BI/Tableau
What the job involves
- We are seeking a Financial Planning Manager to support the Sales, Marketing, and Strategy functional groups within the Compliance Solutions (CS) business unit of the Financial Corporate and Compliance (FCC) division
- This role plays a key part in financial reporting, planning, forecasting, and analysis. The ideal candidate will bring strong analytical capabilities, a proactive mindset, and the ability to collaborate cross-functionally to support financial decision-making
- As Finance Manager, you will report directly to the Financial Planning Director; and will function both as a business partner to the above groups as well as supporting business unit finance decision support and FP&A deliverables
- This role currently has one direct report – a financial planning analyst
- Drive better financial insight and analysis into our key operational areas while driving greater financial controls and leadership for the organization
- Collect, organize, analyze, interpret, and communicate financial data to assist the business with making key decisions
- Support Business Unit and Division through tasks related to Financial Planning, Financial Reporting, and Financial Analysis
- You will report to the Financial Planning Director, and work under the leadership of the Vice President, Financial Planning, Analysis & Reporting
- This role is a part of Compliance Solutions (CS) | Financial Corporate and Compliance (FCC)
- Report on CS sales performance and associated metrics, including sales pipeline and coverage, headcount and expense management. Provide operational and business insights for key metrics
- Become a trusted partner with executive and management levels of the respective functions through active collaboration and partnership
- Develop and maintain sales and expense models, creating early indicators for both risks and opportunities
- Develop and report on annual sales budget, while providing regular updates through monthly and quarterly processes -- Outlook and Latest Estimates (LEs). In addition, contributing to the 3-year Vision and Strategy Process (VSP)
- Assist in annual sales quota process (as needed) working with finance director, sales leader(s), and sales operations
- Develop and report on functional expenses with detailed focus on headcount costs
- Foster cross-functional relationships and assist in ad-hoc analyses
- Manage and develop direct report
- Ensure timely and accurate delivery of sales and expense reporting
- Collaborate with the segment finance decision support team to consolidate and align inputs for team deliverables
- Drive improvements and promote best practices to increase efficiency and accuracy
- Partner on strategic initiatives that drive sales/revenue growth and operational improvements; as well as any ad-hoc requests from management, business partners, and/or FP&A
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
Company
Company HQ
Alphen aan den Rijn, Netherlands
Leadership
Nancy McKinstry
(CEO & Chairman of the Executive Board, not founder)Held various roles at the company before being named CEO in 2003. Current Member of the Board of Directors at various companies including Accenture, Abbot, Russel Reynolds Associates, and Columbia Business School.
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