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Director, Financial Planning, Analysis & Reporting - Remote job in Jefferson City at Wolters Kluwer

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Director, Financial Planning, Analysis & Reporting - Remote at Wolters Kluwer

Director, Financial Planning, Analysis & Reporting - Remote

Wolters Kluwer Jefferson City, MO (On Site) Full-Time

Wolters Kluwer is a global leader in professional information services. Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare rely on Wolters Kluwer's market leading information-enabled tools and software solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world.

Wolters Kluwer combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

The Director, Financial Planning, Analysis & Reporting is primary responsibility for driving the financial planning and analysis function including the development of both short- and long-term business plans and projections. Additionally, the individual will be responsible for developing a consistent methodology for revenue financial modeling that will be used for strategic investment decisions, revenue diversification, sales force compensation performance, and driving all top-line financial analytics for potential business development opportunities and new product development. They will manage a team of Finance and Business Analysis for each line of business under ELM.

Essential Duties and Responsibilities:

  • This position has primary responsibility for driving the top-line financial planning and analysis function including the development of both short- and long-term business plans and projections.

  • The individual will be responsible for developing a consistent methodology for financial modeling that will be used for strategic investment decisions, revenue diversification, sales force compensation performance, and driving all top-line financial analytics for potential business development opportunities and new product development.

  • Support the creation of the financial vision for ELM Finance working closely with Decision support and expense management by identifying opportunities and challenges that optimize top-line business unit performance by providing centralized financial analysis, project management, reviewing and analyzing top-line financial and operations data to model trends, identify relationships, or spot opportunities; reviewing business information; preparing compelling and clear data, reports, and presentations to share findings with other business leaders; brainstorming with peers to generate business improvement and strategic initiatives based on information; testing hypotheses and alternatives to find the optimal solution; collaborating with other leaders to identify new business models, customer markets/segments, and pricing strategies; and supporting the building of business cases for needed investments and strategic plans to deliver planned results.

  • Identifies and measures financial analytics by supporting the ongoing development and evaluation of KPIs within the business; implementing financial tools and models to support achievement of operating objectives; optimizing revenue and forecasting models to improve business planning; improving the timeliness and quality of financial metric reporting; and reporting the metric data collected to the executive staff to improve business plans and processes.

  • Contributes to strategic initiative progression and realization by providing financial leadership for initiatives; assisting with procuring resources, timelines, and standards for cross-functional initiatives; ensuring, along with other sales and operations leaders, deliverable quality meets the expectations of the EVP/GM and the needs of the business; identifying commonalities and ways to produce synergies; participating in market visits; attending business planning meetings and strategy reviews; conducting research and summarizing findings; and applying knowledge from background area of expertise to special projects.

  • Participates in the development of business initiatives to improve financial performance by identifying and implementing FP&A initiatives that simplify and scale the business; advising VP Finance and business leaders on financial implications of business activities; making recommendations to strategically enhance performance in the areas of revenue enhancement; staying abreast and knowledgeable of industry trends and events that may/will impact business performance (including subscribing to and reviewing industry reports); tracking revenue and receivables against plan; identifying and communicating shortfalls or upside, along with likely causes, early; advising and working with business leaders to capitalize on emerging and unanticipated opportunities (e.g., building business cases for new resources or initiatives mid-year for presentation at MDM sessions).

  • Monitors budget development, Business Development Plan (BDP) activities and delivery, quarterly Management Discussion Meeting (MDM) and top-line Latest Estimate (LE) analysis and reporting for the ELM Business unit by establishing organized, logical and efficient systems, tools, and templates to organize and optimize department planning activity and accuracy; preparing and delivering timely and accurate prior period results and current run rates (e.g., revenue by customer segment, seasonal variances, department spending by account) to each business function for building budgets and plans; staying apprised of economic conditions that may impact forecasts; collaborating with finance colleagues, sales and operations leadership to incorporate sales pipeline and service delivery information; advising department heads on potential impact of current economic conditions and sales forecasts on their budgets early; reviewing with senior leaders; iterating and adjusting until top-line plans and budgets are approved by ELM leadership; and tracking actual activity monthly against plan.

  • Manages and develops a team of Finance and Business Analytics and Financial Analysts by establishing standards and setting clear goals and objectives; spending sufficient time with each individual to share business strategy and inspect operations/outcomes; monitoring key performance indicators; analyzing data for patterns or indications of performance slippage; documenting and discussing performance issues with underperformers; providing professional guidance, training and leadership to develop talent and maintain a highly motivated and competent work force.

  • Prepares and delivers management presentations by utilizing ELM systems, tools, and templates to prepare professional reports based on financial data and trends; preparing and delivering financial reports to financial management; supporting the development of quarterly financial reports that are delivered to the executive board; monitoring and reporting actual to forecast for business case investments; and regularly relaying metric data to improve business plans and processes.

  • Represents Wolters Kluwer by developing and maintaining comprehensive knowledge of Wolters Kluwer products, industry trends and general business and financial acumen through various sources and initiative; communicating Wolters Kluwer competitive advantage to customers in a compelling articulate manner in speech, writing and formal presentation; behaving in ways that demonstrate corporate core values and culture; developing professional and positive relationships with customers and colleagues; maintaining a reputation of competence, integrity and professionalism.


  • A minimum of ten years in financial related positions, experience desirable with at least five years of management experience

  • Demonstrated skills in business analytics to translate reporting into actionable decision support and recommendations

  • Working knowledge of the financial services industry and software development processes.

  • Strong interpersonal and leadership skills; demonstrated ability to work collaboratively with a wide range of individuals at all levels of the organization

  • Comfortable leading discussions and being in front of large groups

  • Business process engineering or re-engineering

  • Financial analysis, forecasting and business performance modeling (including ROIC, break-even)

  • Accounts Payable

  • Accounts Receivable

  • Collections

  • Chart of accounts/General ledger

  • Reporting: cash flow, profit and loss, and ad hoc

  • Audit and control

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.


Target salary range CA, CT, CO, NY, WA:: $177,300-$250,900

This role is eligible for Bonus.

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.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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