Financial Planning Analyst

Wolters Kluwer N.V.

Chicago, IL

JOB DETAILS
SKILLS
Alliance/Partner Management, Analysis Skills, Artificial Intelligence (AI), Budgeting, Communication Skills, DNA, Data Analysis, Data Entry, Data Sets, Documentation, Finance, Financial Analysis, Financial Management, Financial Modeling, Financial Planning, Financial Reporting, Financial Strategy, Financial Trend Analysis, Forecasting, Healthcare, Human Resources Strategy, Hyperion, Information Technology & Information Systems, Interviewing Skills, Leadership, Legal, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Oracle Essbase (fka Hyperion Essbase), Process Development, Project Evaluation, Regulations, Risk, SAP, Service Delivery, Tax Accounting, Team Player, Trend Analysis, Tuition Fees, Variance Analysis, Willing to Travel
LOCATION
Chicago, IL
POSTED
4 days ago

About the Role:

Job Description: 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 Enterprise Finance division, we apply domain expertise to support Wolters Kluwer's Digital DNA, streamline processes, decrease costs, and improve the efficiency of centralized service delivery.

As a Financial Planning Analyst, you will be working closely with the Finance Manager & other Senior Analysts to execute specialized financial tasks and ensure the quality of financial reports and analysis to senior leadership and managers. You will be expanding your knowledge and be responsible for your area's overall performance and strategic financial management. This role demands exceptional financial acumen, strategic insight, and leadership skills to ensure the organization's financial objectives are met and exceeded.

Responsibilities:

  • Supporting GBS, DXG, Legal, HR, Strategy, and GBCM allocations through VSP, LE, and Budget cycles.
  • Provide Key Insights to Divisional Business Leaders with Enterprise Function expenses.
  • Develop and provide analysis of advanced financial data and emerging trends into high-level financial reports for senior leadership.
  • Support ongoing development and optimization of financial models
  • Partner Finance Manager & other Senior Analysts to shape strategic financial decisions.

Skills:

  • Advanced Data Entry: Proficient in detailed financial data entry.
  • Financial Analysis: Capable of conducting financial analyses with oversight
  • Modeling Support: Skillful in maintaining and updating financial models.
  • Report Generation: Ability to prepare thorough financial reports.
  • Trend Analysis: Skilled at analyzing and summarizing financial trends.
  • Budget Assistance: Assisting in budget preparation and documentation.
  • Research Support: Contributing to economic and financial research activities.
  • Collaboration: Effective in collaborating on team financial projects.

Qualifications:

  • A minimum of one to two years of finance experience, including financial analysis, forecasting, and modeling; experience in software or the IT industry preferred
  • Bachelor's degree from an accredited college or university
  • Exceptional analytical insight and the ability to tailor complex messages to the appropriate audience in a collaborative manner
  • Strong analytical and communication skills
  • Advanced Excel formula knowledge with the ability to handle large datasets
  • Variance analysis of project results and actual results
  • Proficient with Microsoft Office Suite applications, including Word, Excel, and Outlook. Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS preferred
  • Domestic and international travel as needed

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

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

Compensation:

$68,900.00 - $118,050.00 USD

This role is eligible for Bonus.

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: 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 upon request.

About the Company

W

Wolters Kluwer N.V.

At Wolters Kluwer, we excel at creating content solutions for use in a professional context in the fields of health, corporate services, finance, tax, accounting, law, regulation, and education. We are professionals serving professionals and are committed to delivering essential content, software, and services to help our customers make their most critical business decisions. Utilizing the latest in information technology, we ensure that our customers have the solutions they need, when they need them, and in the media best suited to their requirements. When we achieve this, we deliver on our goal of being the market leader in content in context.

Partners in Innovation
Wolters Kluwer professionals are continuously engaged in an ongoing exchange of expertise and ideas with our customers about their work. This partnership in innovation is at the heart of meeting our commitment to the lawyers, doctors, nurses, tax advisors, teachers, and business executives we serve. Knowledge of their professional workflows and the ability to apply emerging technologies to make them more efficient and productive are at the heart of this partnership.

Leading Positions and Brands
Strong market positions are very important to our business strategies at Wolters Kluwer, and we value the leading positions we hold in most of our markets. Across all of our markets, we own strong, enduring brands in North America such as Adis International, Aspen Publishers, Bankers Systems, CCH, ClineGuide, CT Corporation, Kluwer, Facts & Comparisons, IFI Claims, Lippincott Williams & Wilkins, Loislaw, Medi-Span, Ovid Technologiesand Skolar. These brands have promised and delivered high quality information for decades, and we are committed to continuing to do everything necessary to earn, retain, and expand leadership positions in our selected markets.

COMPANY SIZE
10,000 employees or more
INDUSTRY
Computer/IT Services
FOUNDED
1836
WEBSITE
http://wolterskluwer.com/