Senior Financial Planning Analyst

About the Role

As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently.

Responsibilities

• Produce comprehensive financial reports and analyses.
• Independently conduct financial forecasting and trend analysis.
• Develop and update complex financial models.
• Analyze profit-and-loss statements and provide recommendations.
• Research and analyze economic progressions impacting financial planning.
• Collaborate on the development of financial strategies.
• Support the preparation of budget proposals and schedules.
• Ensure accuracy and reliability of financial data and reports.
• Participate in scenario analysis for future business planning.
• Direct liaison with divisional team for all financial inquiries.
• Present financial insights to management as needed.

Requirements

• 5 or more years' experience in Financial Planning and Analysis.
• Requires in-depth conceptual and practical knowledge in primary job family and basic knowledge of related job families.
• Knowledge of best practices and awareness of the competition and market differentiators.
• Solves complex problems; exercises judgment based on the analysis of multiple sources of information.
• Works independently, receives minimal guidance; may lead projects or have accountability for on-going activities.
• Impacts a range of project activities within own team and other related teams, acts as a resource for colleagues.
• Explains difficult or sensitive information; works to build consensus.

Qualifications

• Deep understanding of IFRS and/or GAAP revenue recognition rules.
• Proficient in comprehensive data analysis, forecasting, advanced modeling, report analysis, strategic insight, economic research, and scenario planning.

Skills

• Comprehensive Data Analysis
• Forecasting
• Advanced Modeling
• Report Analysis
• Strategic Insight
• Economic Research
• Scenario Planning

Benefits

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

Pay

$85,600.00 - $149,400.00 USD

Schedule

This role is eligible for Bonus.

Contact Information

To help maintain the integrity of the interview 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.