Financial Planning Manager (Financial Sector) - Hybrid (ET/CT) R0053501

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

The Role:

• 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. | https://bit.ly/Find_A_WK_Office | #LI-Hybrid

Division/BU About Us: https://www.wolterskluwer.com/en/about-us/organization/financial-and-corporate-compliance | https://www.wolterskluwer.com/en/about-us

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 o