Financial Planning Manager; Financial - Hybrid; ET​/CT R0053501

Overview

Financial Planning Manager (Financial Sector) - Hybrid (ET/CT) R0053501 | Compliance Solutions (CS) | Financial Corporate and Compliance (FCC) | Wolters Kluwer

• We are seeking a Financial Planning Manager to support the Sales, Marketing, and Strategy functional groups within the Compliance Solutions (CS) business unit of the Financial Corporate and Compliance (FCC
  ) division.

• This role plays a key part in financial reporting, planning, forecasting, and analysis. The ideal candidate will bring strong analytical capabilities, a proactive mindset, and the ability to collaborate cross-functionally to support financial decision-making.

• As Finance Manager, you will report directly to the Financial Planning Director; and will function both as a business partner to the above groups as well as supporting business unit finance decision support and FP&A deliverables.

• This role currently has one direct report – a financial planning analyst.

• Drive better financial insight and analysis into our key operational areas while driving greater financial controls and leadership for the organization.

• Collect, organize, analyze, interpret, and communicate financial data to assist the business with making key decisions.

• Support Business Unit and Division through tasks related to Financial Planning, Financial Reporting, and Financial Analysis.

Hybrid :
Eight days a month we come together in the closest Eastern or Central time zone office within 50 miles to experience the value of connecting with colleagues. You will report to the Financial Planning Director, and work under the leadership of the Vice President, Financial Planning, Analysis & Reporting. This role is a part of Compliance Solutions (CS) | Financial Corporate and Compliance (FCC).

Please view the site office location directory for potential office preferences nationwide.

Division/BU

About Us:

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Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

• Required Job Qualifications (minimum 8 years in the role and at least 2 years as a Team Manager):

• Minimum:
  Bachelor’s degree in finance, accounting, or economics;
  with 8+ years of experience in finance, accounting, or consulting role

• Preferred:
  Master’s Degree/MBA in finance, accounting, or economics

• Travel : 5% Annually (1-2 trips a year)

• Supporting a sales, marketing, or strategy organization

• Headcount and expense management, reporting, and planning

• Strong written and oral communication across all management levels

• Effective cross-functional and executive-level collaboration in matrix and virtual environments

• Proven ability to distil analysis for executive presentations

• Builds credible relationships and functions well in teams

• Self-driven with sound judgment and proactive problem-solving

• Delivers accurate, high-quality results under tight deadlines

• Trusted business partner and team leader

• 2+ years of experience leading a team, motivating and developing employees

• Advanced level of proficiency with Microsoft Excel, Word, and Power Point; advanced excel formula knowledge with ability to handle large data sets

• Strong background in financial modeling and business analysis with solid analytical and problem-solving skills

• Experience with SAP (or other ERPs) and Tagetik or Hyperion financial management software

• Experience with Visualization tools like Power BI/Tableau

• Report on CS sales performance and associated metrics, including sales pipeline and coverage, headcount and expense management. Provide operational and business insights for key metrics

• Become a trusted partner with executive and management levels of the respective functions through active collaboration and partnership

• Develop and maintain sales and expense models, creating early indicators for both risks and opportunities

• Develop and report on annual sales budget, while providing regular updates through monthly and quarterly processes -- Outlook and Latest Estimates (LEs). In addition, contributing to the 3-year Vision and Strategy Process (VSP)

• Assist in annual sales quota process (as needed) working with finance director, sales leader(s), and sales operations

• Develop and report on functional expenses with detailed focus on headcount costs

• Foster cross-functional relationships and assist in ad-hoc analyses

• Manage and develop direct report

• Ensure timely and accurate delivery of sales and expense reporting

• Collaborate with the segment finance decision support team to consolidate and align inputs for team deliverables

• Drive improvements and promote best practices to increase efficiency and accuracy

• Partner on strategic initiatives that drive sales/revenue growth and operational improvements; as well as any ad-hoc requests from management, business partners, and/or FP&A

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