Director, Financial Planning

Wolters Kluwer

Financial planning director leading FCC Division finance at Wolters Kluwer, an AI-powered professional solutions company. Driving budgeting, forecasting, KPI analytics, reporting, and investment decision support.

Posted 8/4/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $165,400 - $295,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, forecasting, and business performance modeling, with a strong focus on developing and implementing financial strategies. Proven ability to lead teams, enhance reporting processes, and drive operational excellence through effective governance and collaboration.

Highest-signal resume keywords

Financial AnalysisLeadership ExperienceBusiness Analytics SkillsStrategic ThinkingFinancial Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisForecastingBusiness Performance ModelingKPI DevelopmentOperational ExcellenceGovernance ProcessesInvestment Business CasesCash Flow ReportingP&L ReportingAccounting Principles

Soft Skills

Interpersonal SkillsLeadership SkillsCollaborationConflict ResolutionExecutive Presence

Tools & Technologies

ExcelPowerPointBusiness Systems

Certifications & Qualifications

Bachelor’s Degree in FinanceBachelor’s Degree in Accounting

Industry Keywords

Financial ComplianceCorporate ComplianceDivisional Growth InitiativesOperational ReportingStakeholder Buy-In

About the role

Key responsibilities & impact

Lead and oversee critical financial activities for the Financial & Corporate Compliance Division
Lead annual strategy, budgeting, quarterly forecasting, monthly and quarterly P&L and cash flow reporting
Provide analytics covering KPIs, investment business cases, operational excellence, and divisional growth initiatives
Partner with senior executives, business unit CFOs, Corporate, GBS, and dxg teams
Build financial and operational reporting and planning support models
Develop governance processes to drive functional ownership and accountability
Prepare Monthly Divisional Meeting presentations for the FCC CEO and CFO
Prepare monthly and quarterly FCC reporting for Wolters Kluwer Corporate
Drive financial insight, analysis, and stronger financial controls in operational areas
Support acquisition/divestment reporting and requests from Internal Control and internal/external auditors
Enhance KPI reporting processes, systems, and tools
Define KPIs, benchmark business units, identify growth and operational excellence opportunities, and develop investment business cases
Lead the FCC Data & Analytics Team, Partnerships organization, and Operational Excellence organization

Requirements

What you’ll need

Bachelor’s Degree in finance, accounting, or related business field
10+ years of experience in finance and business operations roles
At least 10 years of experience in leadership positions
Experience managing professional-level direct reports and providing guidance for complex issues
Demonstrated business analytics skills translating reporting into actionable decision support and recommendations
Strong interpersonal and leadership skills with ability to collaborate across organizational levels
Successful collaboration and interaction with executives and senior leaders
Financial analysis, forecasting, and business performance modeling skills
Strategic thinking with a track record of developing and implementing successful financial strategies
In-depth knowledge of accounting principles, financial regulations, and business acumen
Executive presence, collaboration, conflict resolution, and stakeholder buy-in skills
Cross-functional and/or industry leadership experience analyzing business challenges and delivering recommendations
Ability to use quantitative and qualitative analysis to inform business decisions
Ability to work under tight and competing priorities
Expert proficiency with finance tools and modeling, including Excel, PowerPoint, and business systems
Ability to inspire people and create measurable results

Benefits

Comp & perks

Eligible for Bonus
Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave
Global Together we thrive well-being program with physical, mental, social, and financial well-being resources