Senior Financial Planning Analyst

Wolters Kluwer - Minneapolis, MN

Full-time - Mid Level

Minneapolis, MN

Publishing Industries

About the position

The Senior Financial Planning Analyst at Wolters Kluwer plays a crucial role in enhancing financial insight and driving financial controls within the organization. This position involves analyzing and interpreting financial data to support decision-making processes, developing revenue and expense models, and reporting on performance metrics. The analyst will collaborate with various teams to ensure accurate financial reporting and contribute to strategic initiatives aimed at operational improvements and growth.

Responsibilities

• Create better financial insight into important operational areas while driving greater financial controls and leadership.
• Collect, organize, analyze, interpret, and communicate financial data to assist the business with making important decisions.
• Support Teams in Financial Planning and Analysis (FP&A), including tasks related to Financial Planning, Financial Reporting, and Financial Analysis.
• Develop revenue and expense models, creating early indicators for both risks and opportunities.
• Emphasize reporting on performance, focusing on revenue and the metrics driving revenue as a critical aspect of the role.
• Report on the annual budget, while providing regular updates through monthly and quarterly analyses like Outlook and Latest Estimates (LEs) and contributing to the 3-year Vision Process (VSP).
• Support the month-end financial reporting process including generating reports to ensure accurate closing of monthly financials and closing in-depth financial reporting.
• Analyze and track sales pipeline and the relationship to the revenue forecast.
• Provide operational and business insight for important metrics across several areas.
• Make improvements in data collection and improve upon data analysis tools.
• Lead strategic initiatives that achieve growth and operational improvements.
• Foster cross-functional relationships and assist in ad-hoc analyses of complex business issues.

Requirements

• Bachelor's degree in finance, accounting, economics, or data analytics, or 4 years of experience in finance, accounting, or consulting role (minimum).
• Master's degree in finance, accounting, economics, or data analysis with 4 years of experience in finance, accounting, or consulting role (preferred).
• Experience in Finance Decision Support.
• Knowledge of ERP systems.
• Data Analysis skills.
• Key Performance Indicator Development and Reporting experience.
• Financial analysis, forecasting, and performance modeling expertise.
• Experience with reporting: cash flow, profit and loss, and ad hoc reporting.
• Familiarity with Hyperion and Tagetik financial management software.
• Experience with ERP systems such as SAP or NetSuite.
• Advanced Excel formula knowledge with the ability to handle large data sets.
• General understanding of visualization tools like Power BI/Tableau; Microsoft Access.

Benefits

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