Senior Financial Planning Analyst (Compliance Solutions) – Hybrid (MN/MA) R0052970

Senior Financial Planning Analyst  (Compliance Solutions) – Hybrid (MN/MA) R0052970 | FCC | CS  - Wolters Kluwer Financial Services, Inc.

Summary:

As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently

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

Hybrid: Eight days a month we come together in the MN-Minneapolis-South Fifth St and MA-Waltham-Third Ave office within 50 miles to experience the value of connecting with colleagues. You will report to the Financial Planning Manager, and work under the leadership of the Associate Director, Financial Planning. This role is a part of FCC | CS  - Wolters Kluwer Financial Services, Inc. |  Please view the site office location directory for potential office preferences nationwide. http://bit.ly/Find_A_WK_Office  | #LI-Hybrid

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

Required Job Qualifications (Min. 3yr+ experience)

• Comprehensive Data Analysis: Proficient in complex financial data analysis.
• Forecasting: Skilled in performing detailed financial forecasting.
• Advanced Modeling: Proficient in developing and updating complex financial models.
• Report Analysis: Ability to produce and interpret comprehensive financial reports.
• Strategic Insight: Providing insights based on financial data and trend analysis.
• Economic Research: Proficient in researching and analyzing economic trends.
• Technical Expertise: Proficient in SAP, Oracle, Tagetik, and advanced Excel (extensive use of VLOOKUP, PivotTables, and nested formulas).
• Scenario Planning: Assisting in "what if" scenario analyses for strategic planning.
• Presentation Skills:   Skilled at presenting complex financial data and actionable insights to diverse audiences, including leadership, business partners, and C-suite stakeholders, both virtually and in person.

Essential Duties and 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.

Additional Information

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave.

Full details of our benefits are available:

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