Financial Planning Director jobs in United States
cer-icon
Apply on Employer Site
company-logo

Wolters Kluwer · 2 days ago

Financial Planning Director

Wolters Kluwer is seeking a Financial Planning Director to support the Strategy / M&A and Global Revenue Operations teams. The role involves managing high-impact financial initiatives, developing strategic financial insights, and ensuring comprehensive financial analysis to support informed decision-making across the organization.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware

Responsibilities

Manage and oversee high-impact financial planning and analysis projects
Ensure financial initiatives align with organizational goals and strategies
Lead the preparation and review of comprehensive financial reports
Develop and refine strategic financial models and forecasting methods
Drive process improvements within the financial planning function
Provide in-depth analysis of financial performance and market trends
Collaborate with senior leadership on strategic financial planning
Identify and address organizational financial risks and opportunities
Ensure all financial practices comply with standards and regulations
Communicate strategic financial insights and recommendations to top management

Qualification

Comprehensive AnalysisStrategic Modeling & ForecastingProcess ImprovementMarket AnalysisRisk & Opportunity ManagementRegulatory ComplianceStrategic AlignmentLeadership Communication

Required

Bachelors in Finance or related
5-7+ years of experience in FP&A, Revenue Operations, or a related commercial finance function within a commercial or revenue‑driven environment
Demonstrated experience partnering with senior‑level executives and operating confidently in high‑visibility environments

Benefits

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

Company

Wolters Kluwer

company-logo
Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.

Funding

Current Stage
Public Company
Total Funding
$1.78B
2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M

Leadership Team

leader-logo
Jason Marx
CEO, Wolters Kluwer Tax & Accounting
linkedin
leader-logo
Nancy McKinstry
CEO
linkedin
Company data provided by crunchbase