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Financial Planning Manager
1 month ago
LOCATION: Remote U.S. locations (preferred locations Chicago metro or Greater Boston) OVERVIEW You will be the lead consolidation person for the CSCD business unit. You will be focused on sales, revenue, forecasting, and analysis across products and identifying business opportunities that improve growth. Additionally, you will lead and coordinate reporting and deadlines across the different businesses. You will report to the Senior Finance Director. RESPONSIBILITIES Partnering and Leading Manage the end-to-end process related to internal recurring business process including month-end close reporting, forecasting, and budgeting. Provide quantitative-based recommendations that support sales and revenue growth. Partner with Finance, Sales, and supporting functional teams across the business to develop the overall forecast; ensure collaboration and coordination with key partners. Anticipate opportunities and risks in the forecasts and effectively communicate them on an ongoing basis to Senior Leadership. Support and partner with teams in planning, measuring, reporting, and improving performance of operations while reducing cost. Support from a financial resource standpoint for systems related initiatives to improve the business. Participate in cross functional teams and projects. Reporting Consolidation of the North American financial data and associated reporting. Prepare, analyze, and present financial results including supporting metrics. Build and prepare financial reports along with revising reports to be more useful and efficient through automation or other technology. Forecast preparation through driver-based modelling with supporting data. Month-end financial close responsibilities and review/ownership for all areas of responsibility Analyze financial and performance against business metrics, and document relevant highlights that help management to determine progress against strategic, business plans. Monitor and analyze results against budget / forecasts and provide insightful and applicable variance explanations. QUALIFICATIONS Education Bachelor of Science degree with a concentration in Finance, Data Science, or related field; or equivalent experience MBA or CPA, preferred Required Experience 7+ years’ experience with 1+ year in data or finance Preferred Experience Proficiency in Workday, NetSuite, Tagetik, Salesforce, Great Plains, or other similar financial software Navigation in a global, matrixed work environment Proficient in office software programs including advanced Excel Quantitative and analytical skills with the ability to think strategically Management of multiple priorities and work streams with competing priorities. TRAVEL: periodic #LI-Remote 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.
