NOTE: This position is a hybrid role, requiring two days in office (Tues/Wed).
Seeking an experienced
Senior Financial Planning Analyst who can analyze, interpret and communicate critical information within all levels of the Canadian and US Research business,
with a focus on revenue. The right person for this role would be self-motivated, energetic, and willing to take on challenges at any time. This person would be working in close collaboration with cross functional teams serving as a key partner supporting the business. This person should also have solid communication skills, along with the ability to manage a time sensitive workload. This is an excellent opportunity for corporate exposure at every level, providing valuable experience.
Additional Information: Tax & Accounting U.S. Hub | Wolters Kluwer
Key Responsibilities:
- Actively participate in the month-end, quarter-end, and year-end reporting and closing activities:
- Process necessary journal entries and accrual transactions
- Analyze financial results and identify the primary drivers of the variances to forecast, budget and prior periods
- Completion of corporate reporting and related templates
- Provide insightful financial analytic support for both the Software and Research business lines:
- Participate in the annual budgeting process along with supporting strategic (VSP) and tactical plans
- Complete analysis of monthly results, including variance explanations
- Provide weekly revenue reporting and variance analysis, as well as ad-hoc financial and decision support information as requested
- Identify risks and opportunities and make recommendations for appropriate actions
- Support the procurement and payment processes:
- Preparing and reviewing weekly payment-run reports
- Educating business partners on best practices, as well as resolving AP related issues
- Drive continuous process improvements and best practices to enhance the effectiveness and efficiency of the planning and reporting processes
Minimum Qualifications:
- Bachelor’s degree in Accounting or Finance or equivalent experience
- 5+ years of financial planning, analysis, budgeting and forecasting experience with business unit and/or corporate experience.
Preferred Qualifications:
- CPA or similar advanced degree
- Excellent analytical skills, strong attention to detail and ability to multitask.
- Strong written and verbal communications skills with a demonstrated ability to interact with all levels of the organization.
- Self-motivated with the ability to meet deadlines, handle multiple priorities and perform job responsibilities accurately.
- Function as an integral part of a team and build positive relationships and credibility within other areas of the organization
- Ability to organize and analyze large volumes of data, perform data reconciliations, and summarize for executive review.
- Excellent computer skills required, including a high degree of demonstrated Excel expertise (i.e., vlookup, Pivot Tables, and IF statements), as well as experience with SAP and Blackline.
- Proactively seeks out ways to add value and efficiencies through continuous improvement efforts.
Compensation:
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
