Financial Planning Manager

Experience: 8 to Not Available years

Location: Minneapolis, MN, USA

Skills: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, SAP, Tagetik, Hyperion, Power BI, Tableau, Financial Modeling, Business Analysis, Analytical Skills, Problem-Solving, Team Leadership

Company Overview
Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. We are headquartered in Alphen aan den Rijn, the Netherlands. • Ranked by Forbes Magazine as among America’s Best Large Employers for 2022 - #84 • Wolters Kluwer secures 2nd place in Newsweek's Most Trustworthy Companies List 2023 • WK #1 for gender equality in the workplace in the Netherlands & #47 worldwide for 2023

The Role:
We are seeking a Financial Planning Manager to support the Sales, Marketing, and Strategy functional groups within the Compliance Solutions (CS) business unit of the Financial Corporate and Compliance (FCC ) division. This role plays a key part in financial reporting, planning, forecasting, and analysis. The ideal candidate will bring strong analytical capabilities, a proactive mindset, and the ability to collaborate cross-functionally to support financial decision-making. As Finance Manager, you will report directly to the Financial Planning Director; and will function both as a business partner to the above groups as well as supporting business unit finance decision support and FP&A; deliverables. This role currently has one direct report – a financial planning analyst. Drive better financial insight and analysis into our key operational areas while driving greater financial controls and leadership for the organization.



Collect, organize, analyze, interpret, and communicate financial data to assist the business with making key decisions. Support Business Unit and Division through tasks related to Financial Planning, Financial Reporting, and Financial Analysis. Hybrid: Eight days a month we come together in the closest Eastern or Central time zone office within 50 miles to experience the value of connecting with colleagues. You will report to the Financial Planning Director, and work under the leadership of the Vice President, Financial Planning, Analysis & Reporting. This role is a part of Compliance Solutions (CS) | Financial Corporate and Compliance (FCC). | Please view the site office location directory for potential office preferences nationwide. | https://bit.ly/Find_A_WK_Office | #LI-Hybrid Division/BU About Us: https://www.wolterskluwer.com/en/about-us/organization/financial-and-corporate-compliance | https://www.wolterskluwer.com/en/about-us Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Required Job Qualifications (minimum 8 years in the role and at least 2 years as a Team Manager):
Minimum: Bachelor’s degree in finance, accounting, or economics; with 8+ years of experience in finance, accounting, or consulting role
Preferred: Master’s Degree/MBA in finance, accounting, or economics
Travel: 5% Annually (1-2 trips a year)
Supporting a sales, marketing, or strategy organization
Headcount and expense management, reporting, and planning
Strong written and oral communication across all management levels
Effective cross-functional and executive-level collaboration in matrix and virtual environments
Proven ability to distil analysis for executive presentations




Builds credible relationships and functions well in teams
Self-driven with sound judgment and proactive problem-solving
Delivers accurate, high-quality results under tight deadlines
Trusted business partner and team leader
2+ years of experience leading a team, engaging and developing employees
Advanced level of proficiency with Microsoft Excel, Word, and Power Point; advanced excel formula knowledge with ability to handle large data sets
Strong background in financial modeling and business analysis with solid analytical and problem-solving skills
Experience with SAP (or other ERPs) and Tagetik or Hyperion financial management software
Experience with Visualization tools like Power BI/Tableau

Key Responsibilities:
Report on CS sales performance and associated metrics, including sales pipeline and coverage, headcount and expense management.
Provide operational and business insights for key metrics
Become a trusted partner with executive and management levels of the respective functions through active collaboration and partnership
Develop and maintain sales and expense models, creating early indicators for both risks and opportunities
Develop and report on annual sales budget, while providing regular updates through monthly and quarterly processes -- Outlook and Latest Estimates (LEs). In addition, contributing to the 3-year Vision and Strategy Process (VSP)
Assist in annual sales quota process (as needed) working with finance director, sales leader(s), and sales operations
Develop and report on functional expenses with detailed focus on headcount costs
Foster cross-functional relationships and assist in ad-hoc analyses
Manage and develop direct report
Ensure timely and accurate delivery of sales and expense reporting
Collaborate with the segment finance decision support team to consolidate and align inputs for team deliverables
Drive improvements and promote best practices to increase efficiency and accuracy
Partner on strategic initiatives that drive sales/revenue growth and operational improvements; as well as any ad-hoc requests from management, business partners, and/or FP&A;

📌 Financial Planning Manager (Mumbai)
🏢 Wolters Kluwer
📍 Mumbai