Wolters Kluwer · 2 hours ago
Senior Financial Planning Analyst
New York, NY
Full-time
Hybrid
Senior Level
$86K/yr - $149K/yr
5+ years expWolters Kluwer is seeking a Senior Financial Planning Analyst who will engage in advanced financial tasks and support the analysis and preparation of financial data. The role focuses on ensuring accurate financial insights for decision-making, aiding the organization's financial planning and analysis efforts efficiently.
BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware
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
Direct liaison with divisional team for all financial inquiries
Present financial insights to management as needed
Qualification
Required
5 Or More Years' Experience Financial Planning And Analysis
Requires in-depth conceptual and practical knowledge in primary job family and basic knowledge of related job families
Has knowledge of best practices and is aware of the competition and market differentiators
Solves complex problems; exercises judgment based on the analysis of multiple sources of information
Works independently, receives minimal guidance; may lead projects or may have accountability for on-going activities
Impacts a range of project activities within own team and other related teams, acts as a resource for colleagues
Explains difficult or sensitive information; works to build consensus
Level at which career may stabilize for many years
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
Deep understanding of IFRS and/or GAAP revenue recognition rules
Presentation Skills: Capable of presenting financial data and insights effectively
Benefits
Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave
Company
Wolters Kluwer
Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.78B2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M
Leadership Team
Jason Marx
CEO, Wolters Kluwer Tax & Accounting
Nancy McKinstry
CEO
Recent News
Business Wire
2026-01-19
thefly.com
2026-01-12
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