Senior Financial Planning Analyst

JOB IDENTIFICATION

Business Title : Senior Financial Planning Analyst (P3)

Department :  Financial Shared Services (FSS)

Business Unit : Wolters Kluwer Finance Shared Services

Location : Pune, Maharashtra, India

ABOUT US

Wolters Kluwer is a global leader in professional information services, providing software and content solutions for legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare professionals. Serving clients in over 180 countries with operations in 40+, the company helps professionals make confident decisions and drive results. Headquartered in Alphen aan den Rijn, the Netherlands, it employs around 21,000 people worldwide.

The Global Finance Shared Services (FSS) is a finance function designed to bring together finance and accounting professionals to streamline and enhance processes and tools. Within FSS, the Finance Centre of Excellence (CoE) in Pune, India, provides centralized financial and analytical support across all Wolters Kluwer divisions. The team, comprising finance professionals and data scientists, focuses on finance reporting harmonization, technology enablement, and reporting and analytics enhancements.

In this role, you would support the Financial Shared Services (FSS) team with reporting, budgeting, and forecasting, while driving process improvements and strategic initiatives. You’d collaborate with finance leaders to enhance performance, provide insights across customer lifecycle processes, and develop revenue models to identify risks and opportunities. Additionally, you'd manage financial planning, reporting, and long-term strategy, with a strong focus on revenue and key performance metrics.

SUPERVISORY RELATIONSHIPS

Reports To : Director, Finance COE

JOB QUALIFICATIONS

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/MBA in finance or CPA, accounting, or economics or data analysis with 4 years of experience in finance, accounting, or consulting role

Experience :

• Independent Analysis: Capable of performing detailed financial analysis autonomously.

• Sophisticated Modeling: Highly skilled in developing complex financial models.

• Forecasting Proficiency: Capable of leading financial forecasting efforts.

• Strategic Collaboration: Collaborating on and contributing to strategic initiatives.

• Compliance Knowledge: Ensuring adherence to financial policies and guidelines.

• Risk Analysis: Identifying and analyzing financial risks and opportunities.

• Budget Control: Supporting effective budget planning and control.

• Insight Communication: Effective at communicating financial insights and recommendations.

Technical Skills :

• Expert in MS Office, especially Excel and PowerPoint.
• Advance Excel formulas with ability to handle large data set (Nested if, Index match, Macros)
• Familiar with Analytical and statistical techniques (e.g., regression), SAS/R, Python, Time Series, Regression Analysis will be an added advantage.
• Proficient in any Visualization tools like Power BI/Tableau etc.
• Good to know SQL queries; understanding of SQL Databases and Data Structures
• Hyperion usage and familiarity.
• Good to have exposure to Tagetik and Care20.

Soft Skills :

• Demonstrates strong attention to detail with problem-solving skills.
• Self-motivated, self-managing and able to work independently.

ESSENTIAL DUTIES

• Independently prepare and review detailed financial reports.

• Conduct in-depth financial analysis and provide insights.

• Develop and refine sophisticated financial models.

• Lead the preparation of financial forecasts and plans.

• Analyze and interpret sales and profit-and-loss statements.

• Collaborate on strategic financial planning initiatives.

• Ensure compliance with financial policies and guidelines.

• Support the development of budgetary plans and control measures.

• Identify financial risks and opportunities through detailed analysis.

• Contribute to the preparation of strategic recommendations for management.

OTHER DUTIES

• Collaborate with the Financial Manager at Wolters Kluwer FSS to identify financial needs and strategic directions for the organization, focusing on optimizing performance and driving strategic initiatives.
• Aid in identifying business unit opportunities and challenges to enhance overall performance, contributing to strategic initiatives, and improving financial outcomes.
• Support Business Unit Finance Teams in Financial Planning and Analysis (FP&A), including tasks related to Financial Planning, Financial Reporting, and Financial Analysis.
• Manage and 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 and Strategy Process (VSP). Additionally, conduct ad-hoc analyses as required.
• Emphasize reporting on Business Unit performance, focusing on revenue and the various metrics driving revenue as a critical aspect of the role.

TRAVEL REQUIREMENTS

Minimal travel might be required.

PHYSICAL DEMANDS

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.

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.