Senior Financial Planning Analyst

Wolters Kluwer Financial Services

Senior Financial Planning Analyst

Wolters KluwerUSA-FL-Remote

With nearly two centuries of experience, Wolters Kluwer provides information and professional services for accounting, audit, business, compliance, finance, healthcare, legal, risk, and tax industries.  Founded in 1836, we offer expert solutions backed by deep domain knowledge and specialized, intelligent technology to help clients make important decisions.

Wolters Kluwer CPESG, TeamMate division is looking for a Sr. Financial Analyst USA – Remote

 As the Senior Financial Analyst, you will be responsible for reporting, budgeting, and forecasting, along with financial analysis of projects for Wolters Kluwer TeamMate (CPESG division).  Interaction with all levels of this global organization will be required.    You will report to the Finance Associate Director of Financial Planning & Analysis in this role.  To be successful in this position, you must be detail-oriented, well organized, demonstrate critical thinking and a problem solver.    In this role, it is expected that you will have a balanced blend of analytical and data skills, along with solid accounting. #LI-Remote.


You Will:

  • Essential function, duties, and responsibilities:
  • Responsible for the annual budget and all other planning/forecasting cycle information for CPESG’s TeamMate USLATAM business, including preparation of detailed analysis of revenue, cost of revenues, operational expenses, and headcount.
  • Provide support to the company in areas such as the development of Business Cases, Product Line Reporting, and Product/Customer Profitability. This includes compiling information and making recommendations by providing alternate solutions to Business Unit Management.
  • Oversee month end process providing trend analysis of revenue, gross margins, operational expenses, and headcount.  Provide variance analysis and reporting of KPIs to business stakeholders to ensure spending management.
  • Provide quantitative ad-hoc analysis and reporting for management.
  • Primary liaison for financial modelling and analysis support for US-based directors and managers.
  • Interpret and analyze complex management information and recommend solutions to problems.
  • Collaborate with other team members, team leaders and management.
  • Maintain confidentiality of sensitive information.
  • Assists with process improvement as it relates to areas of expertise.
  • Maintaining workflow and priorities.

You Have:

  • Job Qualifications (Minimum):
  • Education:  bachelor’s degree in accounting, Finance, Business Management, or related field
  • Experience:  A minimum of 3 years of experience working as a Financial Analyst or in a similar role
  • Must be legally authorized to work in the USA. Preferred Experience Knowledge, Skills, or Certifications (Minimum):
  • Proficient in financial management software such as Tagetik, Hyperion, SAP, or similar financial systems.
  • Experience working with and communicating with all levels of management.
  • Ability to develop appropriate recommendations and form solid judgments from historical data.
  • Experience working under strict time constraints.


A comprehensive benefits package that begins your first day of employment. Additional Information: Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available – 

Diversity Matters:

Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We’ve been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

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