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About the Role
The Financial Planning Manager – Sales & Revenue will drive sales and revenue planning for Wolters Kluwer’s Enterprise Legal Management business. This role partners with Sales, Professional Services, and Pricing leaders to develop forecasts, translate commercial activity into financial outcomes, and provide actionable insights for business decision-making.
Responsibilities
- Build detailed sales and revenue forecasts, working together with cross-functional business partners.
- Support the annual Budget, VSP strategic planning, and quarterly forecasting processes for the ELM business.
- Develop a deep understanding of the ELM business: our commercial models, operating processes, systems, and value drivers to identify risks, opportunities, and areas for improved performance.
- Own the financial analysis and forecasting of key Transactional SaaS business indicators, including churn, renewals, and ARR.
- Develop and enhance revenue forecasts for the transactional business using volume-based forecasting models, partnering with Data Science to improve forecasting methodologies, model accuracy, and predictive capabilities.
- Analyze pipeline activity, win rates, deal timing, sales mix, and other commercial drivers to assess risks and opportunities to the sales forecast.
- Lead projects across departments or areas with a variety of resource requirements, risk, and/or complexity.
Requirements
- Bachelor’s degree in finance, accounting, economics, or a related field.
- 5+ years of experience in FP&A, corporate finance, or a related finance role.
- Intellectual curiosity and ability to quickly develop a deep understanding of complex businesses, processes, systems, data, and commercial models.
- Demonstrates a structured and methodical approach to forecasting and analysis, with strong attention to detail and process discipline.
- Experience interacting with, and presenting to, senior leadership.
- Experience in a SaaS, software, or recurring-revenue business model is preferred.
- Experience with planning and reporting software such as NetSuite or Tagetik preferred.
- Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Skills
- Strong sense of ownership and initiative, with the ability to independently drive work forward, proactively identify issues and opportunities, and follow through to completion.
- Strong business analytics capabilities, with a demonstrated ability to identify root causes, develop insights, and translate analysis into actionable recommendations.
- Confident, constructive communication style; able to ask difficult questions, challenge assumptions, and push for outcomes while building trusted relationships.
- Advanced proficiency with financial modeling, Excel, PowerPoint, data visualization, and analytical tools; comfort rapidly learning and adopting new technologies.
- Practical fluency in AI, automation, and emerging analytical tools to improve the quality, efficiency, and scalability of Finance processes.
Location
- New York City, NY
- Houston, TX
Work Type
- Hybrid
Experience Level
- 5+ years of experience
Education Level
- Bachelor’s degree in finance, accounting, economics, or a related field
Salary/Compensations
- $89,600.00 - $157,000.00 USD
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 is a global provider of information, business intelligence, and workflow solutions.
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.