Wolters Kluwer · 14 hours ago
Financial Planning Manager (Financial Sector) - Hybrid (ET/CT) R0053501
USA - Chicago, IL, South LaSalle St
Full-time
Hybrid
Senior Level, Lead/Staff
$98K/yr - $173K/yr
8+ years expWolters Kluwer is a global leader in professional information and software solutions, and they are seeking a Financial Planning Manager to support their Compliance Solutions business unit. This role is essential for financial reporting, planning, forecasting, and analysis, requiring strong analytical capabilities and collaboration across functional groups.
BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware
No H1B
Responsibilities
Report on CS sales performance and associated metrics, including sales pipeline and coverage, headcount and expense management. Provide operational and business insights for key metrics
Become a trusted partner with executive and management levels of the respective functions through active collaboration and partnership
Develop and maintain sales and expense models, creating early indicators for both risks and opportunities
Develop and report on annual sales budget, while providing regular updates through monthly and quarterly processes -- Outlook and Latest Estimates (LEs). In addition, contributing to the 3-year Vision and Strategy Process (VSP)
Assist in annual sales quota process (as needed) working with finance director, sales leader(s), and sales operations
Develop and report on functional expenses with detailed focus on headcount costs
Foster cross-functional relationships and assist in ad-hoc analyses
Manage and develop direct report
Ensure timely and accurate delivery of sales and expense reporting
Collaborate with the segment finance decision support team to consolidate and align inputs for team deliverables
Drive improvements and promote best practices to increase efficiency and accuracy
Partner on strategic initiatives that drive sales/revenue growth and operational improvements; as well as any ad-hoc requests from management, business partners, and/or FP&A
Qualification
Required
Minimum: Bachelor's degree in finance, accounting, or economics; with 8+ years of experience in finance, accounting, or consulting role
Must be legally authorized to work in the United States without employer sponsorship, now or in the future
Minimum 8 years in the role and at least 2 years as a Team Manager
Supporting a sales, marketing, or strategy organization
Headcount and expense management, reporting, and planning
Strong written and oral communication across all management levels
Effective cross-functional and executive-level collaboration in matrix and virtual environments
Proven ability to distil analysis for executive presentations
Builds credible relationships and functions well in teams
Self-driven with sound judgment and proactive problem-solving
Delivers accurate, high-quality results under tight deadlines
Trusted business partner and team leader
2+ years of experience leading a team, motivating and developing employees
Advanced level of proficiency with Microsoft Excel, Word, and Power Point; advanced excel formula knowledge with ability to handle large data sets
Strong background in financial modeling and business analysis with solid analytical and problem-solving skills
Experience with SAP (or other ERPs) and Tagetik or Hyperion financial management software
Experience with Visualization tools like Power BI/Tableau
Preferred
Master's Degree/MBA in finance, accounting, or economics
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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