Financial Planning Manager
Wolters Kluwer
Wolters Kluwer Tax and Accounting is a leading provider of tax, accounting and audit information, software and services. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are CCH Axcess™, the CCH® ProSystem fx® Suite, CCH® IntelliConnect®, CCH® IntelliConnect Direct, CCH® Accounting Research Manager® and the U.S. Master Tax Guide®.
Wolters Kluwer Tax & Accounting US is part of Wolters Kluwer (www.wolterskluwer.com), a market-leading global information services company. Wolters Kluwer had 2014 annual revenues of €3.7 billion ($4.2 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are listed on NYSE Euronext Amsterdam (WKL), on Bloomberg (WKL NA) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).
As a Manager, FP&A, you will report directly to the VP, Financial Planning & Analysis – TAA Division and function as a key partner to the Division executive team, global business units, and Wolters Kluwer corporate office. You will be responsible for assisting in the monthly Divisional financial and operational reporting deliverables and the monthly executive board presentation. You will also share responsibility in coordinating the annual budget, quarterly forecasting and reporting, as well as the three-year strategic planning process for the Division. You will be a resource to the larger TAA Finance organization in support of complex financial projects, ad hoc analysis, and major initiatives.
****This is a Hybrid role requiring two days a week in one of the following offices: Riverwoods, Il, Wichita, KS or Kennesaw, Ga****
**Essential Duties and Responsibilities** :
• Manage month end, budgeting and forecasting process for Division overhead cost centers
• Work within key corporate and division business policies and plans, the Manager, FP&A functions as a trusted resource and business partner to the TAA Division management team, and is responsible for financial planning, analysis and reporting for the division
• Be responsible for analyzing and interpreting financial information pertaining to the Division’s performance and developing reports, analysis and financial communications that provide the Division and Corporate finance teams with a clear and forward looking view of the financial impact of management actions
• Support monthly and quarterly division consolidated financial analysis and reporting deliverables. Ensure timely analysis of the business performance and all reporting deliverables within the Division and to Wolters Kluwer Corporate Finance team
• Assist in the coordination of the annual consolidated budgeting and regular forecasting processes for the group
• Ability to manage and drive ad hoc projects, in addition to routine work.
• Support the development of the annual three year strategic plan, detailing revenue, expense and cash flow expectations, along with supporting strategic and tactical plans
• Assist the Division CFO and VP of FP&A in providing financial insights and input on new and existing initiatives, Evolve the Division’s KPIs, asset and investment management analysis, portfolio value, and other performance metric tracking to more effectively run the business.
• Identify and articulate business unit opportunities and challenges in order to optimize business unit performance by continually reviewing and analyzing financial and operations data to model trends, identify relationships or spot opportunities
**Requirements** :
• Bachelor’s degree in Finance or Accounting
• 5 or more years of experience as a Financial Analyst, including roles in Accounting , Financial Planning and Analysis, Corporate Reporting
• Strong communication skills, both written and verbal, with an ability to be successful in a matrix environment
• Ability to work effectively under tight deadlines and deliver timely and quality results with a focus on accuracy and integrity of data
• Ability to work on multiple projects and changing priorities in a demanding, fast-paced environment
• Ability to synthesize and evaluate complex data
• Capacity to identify underlying principles, reasons or factors of information by breaking down into components; ability to uncover and explain the cause and effect of data disparities
• Advanced level of proficiency with Microsoft Excel and ability to implement complex functions (i.e. Pivot Tables, VLookup, imbedded “IF” statements, macros, etc.)
• Function as an integral part of the finance team and build positive relationships and credibility
• Comfortable communicating cross-functionally and with geographically distributed, virtual teams and various levels of leadership including executive level management
• Self-motivated and demonstrated ability to work on own initiative
**The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They are not intended to be an exhaustive list of all duties and responsibilities and requirements.**
**\#LI-Hybrid**
_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, MD, MN, NY, RI, WA: $121,350 - $170,050
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.
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