Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Associate Director, Financial Planning role.

Rezi rewrites your resume against Wolters Kluwer's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Associate Director, Financial Planning posting at Wolters Kluwer — free, in seconds.

About the Role

The Associate Director, Financial Planning, leads and oversees critical financial planning and business performance activities for the Legal & Regulatory US (LR) Division. This role serves as a strategic business partner to senior leadership, playing a central role in strategy development, forecasting, performance analysis, and process evolution. Success requires a commercially astute, hands-on finance leader who can engage with both strategic discussions and complex analyses, combining people leadership with individual contributor responsibilities and fluency in AI and automation tools.

Responsibilities

Partner with business and functional leaders to develop processes, governance, and performance frameworks that strengthen ownership, transparency, and accountability.
Support the annual Budget, VSP strategic planning, and quarterly forecasting processes for the LR Division, including full P&L and Cash Flow.
Develop a deep understanding of the Divisional businesses, commercial models, operating processes, systems, and value drivers to identify risks, opportunities, and areas for improved performance.
Translate complex financial, operational, and commercial information into clear insights, recommendations, and actions for senior leadership.
Ask the questions behind the numbers investigating performance drivers, constructively challenging assumptions, and connecting investments and activities to business outcomes.
Develop business cases for key investment priorities and establish appropriate governance and performance tracking to ensure financial and operational commitments are delivered.
Drive greater financial insight into key operational areas while strengthening financial controls, forecast accuracy, and business accountability.
Lead initiatives to improve management reporting, analytical capabilities, processes, systems, and tools, simplify complexity and improve the speed and quality of decision-making.
Identify and implement practical opportunities to use AI, automation, advanced analytics, and related technologies to reduce manual effort, enhance analysis, and create scalable efficiencies across Finance and the Division.
Work across functions to resolve complex business and process challenges, constructively challenging established approaches when opportunities for improvement exist.
Manage, coach, and develop a high-performing team of financial professionals while remaining actively engaged in analysis, problem-solving, and execution.
Build an environment in which team members understand the business context behind their work, ask thoughtful questions, develop ideas, and take ownership for outcomes.
Prioritize and drive multiple initiatives in a dynamic environment with competing demands and high expectations for quality and responsiveness.

Requirements

Bachelor’s degree in finance, Accounting, Economics, or related business field and 7+ years of experience in finance, financial planning, business operations, or related roles.
Significant progressive experience in financial planning, business partnering, corporate finance, or business operations, including experience leading and developing professional-level employees.
Demonstrated ability to operate successfully as both a people leader and an individual contributor, personally engaging in complex analysis and problem-solving when required.
Intellectual curiosity and ability to quickly develop a deep understanding of complex businesses, processes, systems, data, and commercial models.
Strong business analytics capabilities, with a demonstrated ability to identify root causes, develop insights, and translate analysis into actionable recommendations.
Strong financial analysis, forecasting, scenario modeling, business performance management, and investment evaluation capabilities.
Demonstrated success partnering with executives and senior leaders, influencing decisions without relying solely on positional authority, and driving complex issues toward resolution.
Experience developing and implementing successful financial or operational strategies in a complex, cross-functional organization.

Skills

Executive presence
Exceptional written and verbal communication skills
Ability to simplify complex topics
Ability to communicate a clear point of view
Confident, constructive communication style
Able to ask difficult questions
Able to challenge assumptions
Able to push for outcomes while building trusted relationships
Strong understanding of accounting principles
Strong understanding of financial management
Ability to synthesize quantitative and qualitative information into an aligned recommendation and action plan
Highly self-motivated
Comfortable operating with ambiguity
Able to independently identify what needs to be done and drive work forward without extensive direction
Approachable and collaborative leadership style
High expectations for quality, accountability, and results
Advanced proficiency with financial modeling
Advanced proficiency with Excel
Advanced proficiency with PowerPoint
Advanced proficiency with enterprise financial systems
Advanced proficiency with data visualization
Advanced proficiency with analytical tools
Comfort rapidly learning and adopting new technologies
AI
Automation
Advanced analytics

Location

New York City

Work Type

Hybrid

Experience Level

Associate Director
7+ years of experience
Significant progressive experience
Senior people-leadership role

Education Level

Bachelor’s degree in finance, Accounting, Economics, or related business field
Master’s degree in business administration, Finance, Accounting, or related discipline (Preferred)

Salary/Compensations

$133,400.00 - $238,400.00 USD
Eligible for Bonus

Benefits

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

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.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.