Senior Financial Planning Analyst (Compliance Solutions) – Hybrid (MN/MA) R0052970 jobs in United States
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Wolters Kluwer · 3 hours ago

Senior Financial Planning Analyst (Compliance Solutions) – Hybrid (MN/MA) R0052970

Wolters Kluwer is a global leader in professional information and software solutions. As a Senior Financial Planning Analyst, you will provide significant support in the analysis and preparation of financial data to aid the organization's financial planning and analysis efforts.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware
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Hiring Manager
Jacob Rodriguez
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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

Qualification

Financial Data AnalysisFinancial ForecastingFinancial ModelingReport AnalysisEconomic ResearchSAPOracleTagetikAdvanced ExcelScenario PlanningPresentation SkillsStrategic Insight

Required

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
Technical Expertise: Proficient in SAP, Oracle, Tagetik, and advanced Excel (extensive use of VLOOKUP, PivotTables, and nested formulas)
Scenario Planning: Assisting in 'what if' scenario analyses for strategic planning
Presentation Skills: Skilled at presenting complex financial data and actionable insights to diverse audiences, including leadership, business partners, and C-suite stakeholders, both virtually and in person

Benefits

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

Company

Wolters Kluwer

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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

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