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Director, Financial Planning - Hybrid NYC
senior · Corporate Finance
The Director, Financial Planning leads and oversees all critical financial activities for the Financial & Corporate Compliance (FCC) Division ($1.3 Billion in annual revenue) of Wolters Kluwer. It is the strategic business partner for the senior executive team (Divisional CEO, CFO, Strategy, Operational Excellence, Partnerships and Data & Analytics). This role leads the Planning process (Annual Strategy (VSP) and Budget, along with Quarterly Forecast updates (Latest Estimates), Reporting (Monthly/Quarterly P&L and Cash Flow Results), Analytics (KPIs, Investment Business Cases, Operational Excellence and Divisional Growth Initiatives), and Data Visualization Tools such as Tagetik and PowerBI.
This highly visible role partners closely with the FCC Business Unit (Compliance Solutions and CT Corporation) CFO’s, Wolters Kluwer Corporate and Shared Services (GBS, dxg) to ensure all corporate Reporting and Planning activities are executed. This role is also the finance leader for the FCC Data & Analytics Team, Partnerships organization and Operational Excellence organization
This role provides the analytical backbone for Decision Support initiatives across the FCC Division. It is responsible for defining key business performance metrics (KPIs), benchmarking businesses across KPIs, and identifying growth and operational excellence opportunities. It provides analytical and strategic support to align Business Unit efforts towards quality management, cost savings and building up scale by establishing causality between investments and results. Developing business cases for key Investment priorities – governance tracking to ensure financial and operational commitments are met
Essential Duties and Responsibilities:
Build the financial and operational financial reporting and planning support model
Partner with the Business leaders to develop the process and governance to drive functional ownership and accountability
Lead the planning process for the annual budget, VSP strategy and quarterly forecast submissions for the FCC Division of Wolters Kluwer -- full P/L and Cash Flow (over $1.3 Billion in Annual Revenue)
Lead the engagement with connected partners (GBS, dxg, Corporate)
Prepare the Monthly Divisional Meeting (MDM) presentation on behalf of the FCC CEO and CFO presented to the WK Executive Board highlighting financial and operational performance
Prepare the monthly/quarterly FCC reporting to WK Corporate In compliance with WK Corporate taxonomy highlighting key performance drivers across all the divisional business units
Drive better financial insight and analysis into key operational areas while driving greater financial controls
Support acquisition/divestment reporting and request from Internal Control, Internal & External auditors
Lead initiatives to enrich and enhance KPI reporting to WK Corporate and FCC Senior management – process and system/tools
Develop deep business understanding to be able to define Key Performance Indicators for BUs and COEs, measuring and reporting on these to strengthen the Business Unit Financial position
Education:
Minimum: Bachelor’s Degree in finance, accounting, or related business field. 10+ years of experience in finance and business operations roles
Preferred: Master’s Degree in business administration with emphasis in accounting or finance.
Experience:
At least 10 years of experience in leadership positions, managing other professional level direct reports, providing guidance for complex issues
Demonstrated skills in business analytics to translate reporting into actionable decision support and recommendations
Strong interpersonal and leadership skills; demonstrated ability to work collaboratively with a wide range of individuals at all levels of the organization
Successful collaboration and interaction with Executives and Senior Leaders
Financial analysis, forecasting and business performance modeling
Strategic thinker with a track record of developing and implementing successful financial strategies.
Other Knowledge, Skills, Abilities or Certifications:
In depth knowledge of accounting principles, financial regulations and business acumen; able to synthesize complex information and formulate an aligned approach and plan.
Executive presence with strong collaboration and conflict resolution skills; able to articulate a value proposition and secure buy-in and support from key stakeholders.
Cross functional and/ or industry leadership roles demonstrating the ability to analyze business challenges from multiple aspects and deliver effective recommendations/solutions.
Comfortable with both quantitative and qualitative analysis, ability to leverage data to inform business decisions.
Operates with a sense of urgency, ability to work under tight and sometimes competing priorities.
Expert with finance tools and modeling - including Excel, Power Point and business systems.
Ability to inspire people to create measurable results; strong interpersonal skills; highly approachable, supportive, and empathetic.
Location: Hybrid Work Schedule, 2 days per week in NYC Office co-located with team.
The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They are not intended to be an exhaustive list of all duties and responsibilities and requirements.
Our Interview Practices
To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation:
$165,400.00 - $295,600.00 USDThis role is eligible for Bonus.Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.
Additional Information:
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: 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 upon request.