Job Description

The Financial Planning Manager for Wolters Kluwer FCC will support the FCC (Financial and Corporate Compliance) Division in identifying financial and strategic needs for FCC and executing on the identified strategies. In addition, this individual will assist in driving the identification and articulation of opportunities and challenges in order to optimize financial performance and contribute to strategic initiatives.

The Financial Planning Manager will provide the analytical structure for decision modelling for the FCC Division and individual business units. This will involve implementing technical, analytical, reporting and visualization tools to support revenue and expense models and create early indicators for risks and opportunities.

Key aspect of the role would be to help establish Key Performance Indicators (KPIs) to measure

and analyze business units’ and shared services performance. Concentrated efforts in these areas will help support the Business Unit Finance Teams in all FP&A functions including Financial Planning, Financial Reporting & Financial Analysis. They would be responsible for managing the financial health for two or more of our shared services functions, supporting the team to manage and report the annual budget, monthly and quarterly analyses updates to Outlook and LEs (Latest Estimates), and the 3-year Vision and Strategy Process (VSP). In addition, this person will take on ad-hoc analyses as required.

• Decision support including data preparation, financial rules building, data transformation & report generation

• Helping implement tools for reporting and revenue/expense gathering and consolidation, along with forecasting models and creating visualizations in tools such as Excel, Tagetik, Power BI, and Tableau

• Assists in the identification and articulation of business unit opportunities and challenges to optimize business unit performance by continually reviewing and analyzing financial and operations data to model trends, testing hypotheses and alternatives to find the optimal solution; assisting with building the business case for needed investments and strategic plans to deliver planned results.

• Represents Wolters Kluwer FCC by developing and maintaining comprehensive knowledge of Wolters Kluwer FCC products, industry trends and financial acumen through various sources and initiatives

• Interprets business challenges and recommends best practices to improve products, processes, or services

• Leads others in solving complex problems using sophisticated analytical thought to exercise judgement and identify innovative solutions

• Works independently, with guidance in only the most complex situations; may lead projects across departments or areas with a variety of resource requirements, risk, and/or complexity

• Communicates difficult concepts and influences others to adopt different point of view

• Acts as advisor on advanced and broad ranging projects

Additional Duties and Responsibilities:

• Prepare and manage monthly reporting, flash and Monthly Operating Review, BU finance reporting, and reporting on individual business cases/investments.

• Track operational savings initiatives and develop business cases for new OpEx opportunities.

Role Requirements:

Education:

• Bachelor’s Degree in Finance, Accounting, or related business field OR (if no degree) 4+ years of experience in finance and business operations roles.

• Preferred: Master’s Degree in Business Administration with emphasis in Accounting or Finance

• CPA certification, a plus

Required Experience:

• 4+ years experience in financial planning/cost management, supporting SAAS/software products

• Experience with Accounting ERP systems (Hyperion strongly preferred, SAP, NetSuite, etc)

• Demonstrated skills in business analytics to translate reporting into actionable decision support and recommendations.

• Strong interpersonal and leadership skills; demonstrated ability to work collaboratively with a wide range of individuals at all levels of the organization.

• Successful collaboration and interaction with Executives and Senior Leaders.

• Financial analysis, forecasting, and business performance modeling.

• Strategic thinker with a track record of developing and implementing successful financial strategies.

Other Knowledge, Skills, Abilities, or Certifications:

• MS Office - proficient with Excel, PowerPoint, etc

• In-depth knowledge of accounting principles, financial regulations, and business acumen; able to synthesize complex information and formulate a plan.

• Executive presence with strong collaboration and conflict resolution skills; able to articulate a value proposition and secure buy-in and support from key stakeholders.

• Comfortable with both quantitative and qualitative analysis, ability to leverage data to inform business decisions.

• Operates with a sense of urgency, ability to work under tight deadlines and competing priorities.

• Expert with financial tools and modeling - primarily Excel, Power Point, and business systems (e.g. Salesforce).

• Ability to inspire people to create measurable results; strong interpersonal skills; highly approachable, supportive, and empathetic.

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They are not intended to be an exhaustive list of all duties and responsibilities and requirements.

Compensation:

Target salary range CA, CT, CO, HI, NY, WA: $117,500-$164,700

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.