Financial Planning Analyst

About the Role:
As a Financial Planning Analyst, you'll be immersed in fundamental financial tasks that support the broader financial planning and reporting efforts of the organization. You will gain hands-on experience in analyzing financial data, preparing basic reports, and assisting with financial forecasting. Your work will directly contribute to the team's ability to make informed financial decisions.
Responsibilities:
• Assist in the preparation of basic financial reports.
• Collect and organize financial data from various sources.
• Perform preliminary financial analysis under supervision.
• Contribute to the maintenance and update of financial models.
• Support the preparation of periodic financial forecasts.
• Aid in the preparation of budget documentation and schedules.
• Input data into financial systems and ensure accuracy.
• Assist in monitoring sales and other financial trends.
• Participate in economic research and studies as directed.
• Provide administrative support for financial planning activities.
Skills:
• Financial Data Entry: Proficient in entering and verifying financial data.
• Basic Analysis: Ability to perform initial stages of financial analysis.
• Data Organization: Skilled at organizing and structuring financial information.
• Report Preparation: Understanding of basic financial report formats.
• Forecasting Assistance: Assisting in the preparation of financial forecasts.
• Financial Systems: Basic familiarity with financial software and tools.
• Trend Monitoring: Able to assist in identifying financial trends.
• Administrative Support: Competent in providing administrative tasks related to financial activities.
• Requires basic knowledge of theories, principles and concepts within discipline
• Applies general knowledge of business and industry gained through education or experience
• Performs routine assignments and uses established policies and procedures to solve standard problems
• Receives instruction, guidance and direction from more senior level team member
• Impacts own work and has limited impact on work team
• Communicates straightforward information

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.