
Financial Planning Manager – Financial Sector
Wolters Kluwer
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Florida • Illinois • United States
Visit company websiteExplore more
Salary
💰 $98,500 - $172,700 per year
Tech Stack
About the role
- Support the Sales, Marketing, and Strategy functional groups within the Compliance Solutions (CS) business unit
- Reports directly to the Financial Planning Director
- Collect, organize, analyze, interpret, and communicate financial data to assist the business with making key decisions
- Support Business Unit and Division through tasks related to Financial Planning, Financial Reporting, and Financial Analysis
- Report on CS sales performance and associated metrics
- Provide operational and business insights for key metrics
- Develop and maintain sales and expense models
- Develop and report on annual sales budget
- Assist in annual sales quota process (as needed) working with finance director, sales leader(s), and sales operations
- Manage and develop direct report
Requirements
- Minimum: Bachelor’s degree in finance, accounting, or economics; with 8+ years of experience in finance, accounting, or consulting role
- Preferred: Master’s Degree/MBA in finance, accounting, or economics
- 2+ years of experience leading a team, motivating and developing employees
- Advanced level of proficiency with Microsoft Excel, Word, and Power Point; advanced excel formula knowledge with ability to handle large data sets
- Strong background in financial modeling and business analysis with solid analytical and problem-solving skills
- Experience with SAP (or other ERPs) and Tagetik or Hyperion financial management software
- Experience with Visualization tools like Power BI/Tableau
- Must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Benefits
- 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisfinancial reportingfinancial modelingdata analysissales budgetingsales performance metricsadvanced Excelproblem-solvingteam leadershipemployee development
Soft Skills
communicationorganizational skillsanalytical skillsmotivational skills
Certifications
Bachelor’s degree in financeBachelor’s degree in accountingBachelor’s degree in economicsMaster’s Degree/MBA in financeMaster’s Degree/MBA in accountingMaster’s Degree/MBA in economics