Financial Planning Analyst

Wolters Kluwer provides a comprehensive benefits package to support health, finances, and work-life balance, complemented by a collaborative culture that values clear analysis and cross-functional teamwork. This on-site Financial Planning Analyst role is based in New York, NY within the Enterprise Finance division. The position offers a salary range of USD 68,900 to 118,050 per year, with eligibility for a bonus.

Responsibilities

• Support GBS, DXG, Legal, HR, Strategy, and GBCM allocations through VSP, LE, and Budget cycles.
• Provide key insights on Enterprise Function expenses to Divisional Business Leaders.
• Develop and deliver 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 with the Finance Manager and other Senior Analysts to shape strategic financial decisions.

Requirements

• Advanced data entry skills for detailed financial data.
• Experience in financial analysis with oversight.
• Ability to maintain and update financial models.
• Experience in preparing thorough financial reports.
• Skill in analyzing and summarizing financial trends.
• Assistance with budget preparation and documentation.
• Contributing to economic and financial research activities.
• Effective collaboration on team financial projects.
• 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 outcomes.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook); experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS preferred.
• Domestic and international travel as needed.

Technologies

• Microsoft Office Suite (Word, Excel, Outlook)
• SAP
• Hyperion
• Tagetik
• Essbase
• PBCS

Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave

Compensation

Salary range: USD 68,900.00 – 118,050.00 per year. This role is eligible for a 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 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.