Wolters Kluwer

Senior Financial Planning Analyst

Wolters Kluwer New York, NY
Wolters Kluwer

Senior Financial Planning Analyst

Wolters Kluwer New York, NY
3 days ago 65 applicants

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James Crawford Click here to view James Crawford’s profile

James Crawford

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.

  • This role is a Hybrid in office role requiring two days a week in a Wolters Kluwer location. Preference is for our New York City, or Austin Tx office**


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.


Skills:

  • 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.
  • Scenario Planning: Assisting in "what if" scenario analyses for strategic planning.
  • Presentation Skills: Capable of presenting financial data and insights effectively.


Minimum Qualifications:

  • Bachelor’s degree in accounting or finance or equivalent experience
  • 3 to 5 years of financial planning, analysis, budgeting, and forecasting experience with business unit and/or corporate experience.


Preferred Qualifications:

  • 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.
  • 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.


Compensation:

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

  • Seniority level

    Mid-Senior level

  • Employment type

    Full-time

  • Job function

    Finance and Sales

  • Industries

    Information Services

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