Wolters Kluwer

Financial Planning Manager – Financial Sector

Wolters Kluwer

full-time

Posted on:

Location Type: Hybrid

Location: MinneapolisFloridaIllinoisUnited States

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Salary

💰 $98,500 - $172,700 per year

Job Level

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
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Applicant Tracking System Keywords

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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