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About the Role
As a Senior Financial Planning Analyst, you will engage in advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently.
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.
Requirements
- Bachelor’s degree in finance or accounting.
- 5+ years of experience in financial analysis, financial planning & analysis, or accounting.
- Strong proficiency in Microsoft Excel including advanced formulas, pivot tables and modeling.
- Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Skills
- Comprehensive Data Analysis
- Forecasting
- Advanced Modeling
- Report Analysis
- Strategic Insight
- Economic Research
- Scenario Planning
- Presentation Skills
- Month-End Close
- Accounting Principles
Location
- Onsite
Work Type
- Full-time
Experience Level
- Senior
- 5+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $78,400.00 - $136,950.00 USD
Benefits
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave
- Bonus
About the Company
- Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life.
Equal Opportunity
- To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.