Job Information
Wolters Kluwer Senior Financial Planning Analyst in Houston, Texas
Senior Financial Planning Analyst
Wolters Kluwer
With nearly two centuries of experience, Wolters Kluwer provides information and professional services for accounting, audit, business, compliance, finance, healthcare, legal, risk, and tax industries. Founded in 1836, we offer expert solutions backed by deep domain knowledge and specialized, intelligent technology to help clients make important decisions.
Wolters Kluwer is a global leader in professional information services. Professionals in legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare rely on Wolters Kluwer's market leading information-enabled tools and software solutions to manage their business ensuring their clients and succeed in an ever more dynamic world. Wolters Kluwer combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right. You will report to the Financial Planning Manager. #LI-Hybrid.
You Will:
Create better financial insight into our important operational areas while driving greater financial controls and leadership.
Collect, organize, analyze, interpret, and communicate financial data to assist the business with making important decisions.
Support Teams in Financial Planning and Analysis (FP&A), including tasks related to Financial Planning, Financial Reporting, and Financial Analysis.
Develop revenue and expense models, creating early indicators for both risks and opportunities.
Emphasize reporting on performance, focusing on revenue and the metrics driving revenue as a critical aspect of the role.
Report on the annual budget, while providing regular updates through monthly and quarterly analyses like Outlook and Latest Estimates (LEs) and contributing to the 3-year Vision Process (VSP). Additionally, conduct ad-hoc analyses.
Support the month-end financial reporting process including generating reports to ensure accurate closing of monthly financials and closing in-depth financial reporting.
Analyze and track sales pipeline and the relationship to the revenue forecast.
Provide operational and business insight for important metrics across several areas.
Make improvements in data collection and improve upon data analysis tools.
Lead strategic initiatives that achieve growth and operational improvements.
Foster cross-functional relationships and assist in ad-hoc analyses of complex business issues.
Key Responsibilities
1. Revenue Management
o Analyze and monitor revenue streams across various customer segments and product lines.
o Utilizing data analysis to comprehend volume impact due to customer behavior, product usage behavior, or market trends in order forecast revenue and identifying opportunities for growth and improvement.
o Collaborate with sales, product management, and finance teams to align revenue goals with business strategies.
2. Planning & Forecasting
o Creating forecast models based on historical trends, vendor invoices, and volumes & analyzing how actuals are tracking to proposed forecasts.
3. Business Performance Enhancement
o Contributing to identifying business unit opportunities and challenges for enhanced performance. Collaborating with leaders to identify new business models and workflows, contributing to building business cases for necessary investments and strategic plans.
4. Cultivating Expertise and Upholding Corporate Integrity
o Representing Wolters Kluwer by developing comprehensive knowledge of products, industry trends, and business and financial acumen. This includes communication in multiple formats, upholding corporate values, building relationships with customers and colleagues, and maintaining a reputation for competence, integrity.
You Have:
Education:
Minimum: Bachelor’s degree in finance accounting, or economics or data analytics or 4 years of experience in finance, accounting, or consulting role
Preferred: Master’s degree in finance, accounting, or economics or data analysis with 4 years of experience in finance, accounting, or consulting role
Experience, Knowledge, and Tools:
Finance Decision Support.
Knowledge of ERP systems
Data Analysis
Key Performance Indicator Development and Reporting
Financial analysis, forecasting and performance modeling.
Reporting: cash flow, profit, and loss, and ad hoc.
Hyperion and Tagetik financial management software usage and familiarity.
Experience with ERP systems - SAP or NetSuite.
Advanced Excel formula knowledge with the ability to handle large data set
General understanding of any Visualization tools like Power BI/Tableau; Microsoft Access.
Benefits:
A comprehensive benefits package that begins your first day of employment. Additional Information: Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave . Full details of our benefits are available - https://www.mywolterskluwerbenefits.com/index.html
Diversity Matters:
Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.
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.