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Jobs · Finance · New York

Director, Financial Planning - Hybrid NYC

Wolters Kluwer · New York, NY · 3 wk ago
On-siteFinance$165k/yrFull-time

About the role

Leads and oversees all critical financial activities for the Financial & Corporate Compliance (FCC) Division ($1.3 Billion in annual revenue) of Wolters Kluwer. Acts as the strategic business partner for the senior executive team (Divisional CEO, CFO, Strategy, Operational Excellence, Partnerships, and Data & Analytics).

This role drives the Planning process (Annual Strategy (VSP) and Budget, Quarterly Forecast updates), 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.

Partners closely with FCC Business Unit CFOs, Wolters Kluwer Corporate, and Shared Services (GBS, dxg) to ensure all corporate Reporting and Planning activities are executed. Serves as the finance leader for the FCC Data & Analytics Team, Partnerships organization, and Operational Excellence organization, providing the analytical backbone for Decision Support initiatives across the FCC Division.

Responsibilities

  • Build the financial and operational financial reporting and planning support model.
  • Partner with business leaders to develop processes 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, including full P&L and Cash Flow (over $1.3 Billion in Annual Revenue).
  • Lead engagement with connected partners (GBS, dxg, Corporate).
  • Prepare the Monthly Divisional Meeting (MDM) presentation on behalf of the FCC CEO and CFO for the WK Executive Board, highlighting financial and operational performance.
  • Prepare monthly/quarterly FCC reporting to WK Corporate, complying with WK Corporate taxonomy and highlighting key performance drivers across all divisional business units.
  • Drive better financial insight and analysis into key operational areas while enhancing financial controls.
  • Support acquisition/divestment reporting and requests from Internal Control, Internal & External auditors.
  • Lead initiatives to enrich and enhance KPI reporting to WK Corporate and FCC Senior management—both process and system/tools.
  • Develop deep business understanding to define Key Performance Indicators for Business Units and Centers of Excellence, measuring and reporting on these to strengthen financial positions.
  • Provide analytical and strategic support to align Business Unit efforts toward quality management, cost savings, and building scale by establishing causality between investments and results.
  • Develop business cases for key investment priorities and track governance to ensure financial and operational commitments are met.

Requirements

  • Minimum: Bachelor’s Degree in finance, accounting, or related business field.
  • 10+ years of experience in finance and business operations roles.
  • At least 10 years of experience in leadership positions, managing other professional-level direct reports, and providing guidance for complex issues.
  • Demonstrated skills in business analytics to translate reporting into actionable decision support and recommendations.
  • Strong interpersonal and leadership skills; ability to work collaboratively with individuals at all levels of the organization.
  • Successful collaboration and interaction with Executives and Senior Leaders.
  • Financial analysis, forecasting, and business performance modeling expertise.
  • Strategic thinker with a track record of developing and implementing successful financial strategies.

Skills

  • 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 from key stakeholders.
  • Cross-functional and/or industry leadership experience 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.
  • Expertise with finance tools and modeling, including Excel, PowerPoint, and business systems.
  • Ability to inspire people to create measurable results; strong interpersonal skills; highly approachable, supportive, and empathetic.

Qualifications

Preferred: Master’s Degree in business administration with an emphasis in accounting or finance.

Schedule

Hybrid work schedule, 2 days per week in the NYC office co-located with the team.

Pay

$165,400.00 - $295,600.00 USD. This role is eligible for a bonus. The compensation range listed is based on the primary location of the position. Actual base salary offer is influenced by factors including but not limited to skills, experience, and hiring location.

Benefits

  • Medical, Dental, & Vision Plans
  • 401(k)
  • FSA/HSA
  • Commuter Benefits
  • Tuition Assistance Plan
  • Vacation and Sick Time
  • Paid Parental Leave

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