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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:

• https://www.mywolterskluwerbenefits.com/index.html

Company Overview

Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.

Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. We are headquartered in Alphen aan den Rijn, the Netherlands.

• Ranked by Forbes Magazine as among America’s Best Large Employers for 2022 - #84

• Wolters Kluwer secures 2nd place in Newsweek's Most Trustworthy Companies List 2023

• WK #1 for gender equality in the workplace in the Netherlands & #47 worldwide for 2023

**Disclaimer:** The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities and requirements. The job description provided is subject to revision and modification at any time.

Our Interview Practices

_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._

_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._

Compensation:

Target salary range CA, CT, CO, DC, HI, IL, MA, MD, MN, NY, RI, WA: $95,560 - $133,750

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.