Financial Planning Manager

Job Description Summary

Member of the FP&A team for North America CPM reporting to the Associate Director of Finance, supporting high‑criticality financial analyses. Independently leads FP&A activities of increasing complexity, progressively expanding analytical ownership, expertise, and effectiveness within the finance team.

Job Description

The Financial Planning Manager (Individual Contributor) is part of the North America Finance team and reports to the Associate Director of Finance. The role collaborates closely with the Associate Director to support financial planning, reporting, and analysis for the Tagetik North America Corporates (CPM) segment, providing insights to the NA CPM Corporate leadership team and contributing to disciplined financial management and process efficiency.

Responsibilities:

• Support the Associate Director of Finance as a core member of the NA CPM Finance Team, contributing to financial partnership with the NA CPM Corporates leadership team.

• Execute key FP&A processes including month-end close and analysis in collaboration with FSS Accounting Team, monthly management, reporting, forecasting.

• Collaborate with the NA CPM Team, Global Finance Team and the Associate Director of Finance in the preparation of annual budget and 3-year strategic planning.

• Develop and maintain financial models and analytical tools to support business planning, performance tracking and decision making.

• Analyze financial results versus plan, identify variances, risks, and opportunities, and prepare insights and material for review with senior stakeholders.

• Contribute to the continuous improvement and standardization of budgeting, forecasting and operational reporting processes to enhance efficiency and data quality.

Skills:

• 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.

Experience:

• Bachelor’s degree

• Minimum of 5+ years of experience

• 2+ years of BIG 4 experience preferred

• SAP experience preferred

• Global experience preferred

• Travel is approx. 20% in the U.S. and Europe

Our Interview Practices

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.

 

Compensation:

$89,600.00 - $157,000.00 USD

 

This role is eligible for Bonus.

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: 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 upon request.