Senior Financial Planning Analyst

Posted 16 Days Ago
2 Locations
96K-134K Annually
Mid level
Information Technology • Software
The Role
The Senior Financial Planning Analyst prepares and analyzes financial data, creates models, provides insights for decision-making, and collaborates on financial strategies.
Summary Generated by Built In

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.

**This role is a Hybrid in office role requiring two days a week in a Wolters Kluwer location. Preference is for our New York City, or Austin Tx office**
Responsibilities:
• Produce comprehensive financial reports and analyses.
• Independently conduct financial forecasting and trend analysis.
• Develop and update complex financial models.
• Analyze profit-and-loss statements and provide recommendations.
• 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.
Skills:
• Comprehensive Data Analysis: Proficient in complex financial data analysis.
• 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.

Minimum Qualifications:

  • Bachelor’s degree in accounting or finance or equivalent experience

  • 3 to 5 years of financial planning, analysis, budgeting, and forecasting experience with business unit and/or corporate experience.

Preferred Qualifications:

  • Excellent analytical skills, strong attention to detail and ability to multitask.

  • Strong written and verbal communications skills with a demonstrated ability to interact with all levels of the organization. 

  • Self-motivated with the ability to meet deadlines, handle multiple priorities and perform job responsibilities accurately.

  • Excellent computer skills required, including a high degree of demonstrated Excel expertise (i.e., VLOOKUP, Pivot Tables, and IF statements), as well as experience with SAP and Blackline.

Compensation:

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750

Top Skills

Blackline
Excel
SAP
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The Company
Hagerstown, MD
18,996 Employees
On-site Workplace

What We Do

Wolters Kluwer (www.wolterskluwer.com) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.

Founded in 1836 and headquartered in Alphen aan den Rijn, the Netherlands, the company serves customers in over 180 countries, maintains operations in over 40 countries and employs 18,600 people worldwide.

Wolters Kluwer reported 2019 annual revenues of €4.6 billion. Listed on Euronext Amsterdam, Wolters Kluwer shares (WKL) are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

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