Senior Financial Planning Analyst

Wolters Kluwer

Senior Financial Planning Analyst engaged in financial analysis and reporting tasks at Wolters Kluwer. Collaborating on strategies and ensuring accurate financial data for decision-making.

Posted 6/8/2026full-timeRiverwoods • Illinois, New York • 🇺🇸 United StatesSenior💰 $78,400 - $136,950 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor’s degree in finance or accounting
5+ years of experience in financial analysis, financial planning & analysis, or accounting
Strong proficiency in Microsoft Excel including advanced formulas, pivot tables and modeling

Benefits

Comp & perks

Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial reportingfinancial forecastingtrend analysisfinancial modelingprofit-and-loss analysisbudget preparationscenario analysisdata accuracydata reliability

Soft Skills

collaborationcommunicationanalytical thinkingproblem-solving