Director, Financial Planning - Hybrid NYC

The Director, Financial Planning leads and oversees all critical financial activities for the Financial & Corporate Compliance (FCC) Division ($1.3 Billion in annual revenue) of Wolters Kluwer.  It is the strategic business partner for the senior executive team (Divisional CEO, CFO, Strategy, Operational Excellence, Partnerships and Data & Analytics). This role leads the Planning process (Annual Strategy (VSP) and Budget, along with Quarterly Forecast updates (Latest Estimates), 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. 

This highly visible role partners closely with the FCC Business Unit (Compliance Solutions and CT Corporation) CFO’s, Wolters Kluwer Corporate and Shared Services (GBS, dxg) to ensure all corporate Reporting and Planning activities are executed.  This role is also the finance leader for the FCC Data & Analytics Team, Partnerships organization and Operational Excellence organization  

This role provides the analytical backbone for Decision Support initiatives across the FCC Division. It is responsible for defining key business performance metrics (KPIs), benchmarking businesses across KPIs, and identifying growth and operational excellence opportunities.  It provides analytical and strategic support to align Business Unit efforts towards quality management, cost savings and building up scale by establishing causality between investments and results. Developing business cases for key Investment priorities – governance tracking to ensure financial and operational commitments are met 

Essential Duties and Responsibilities:

• Build the financial and operational financial reporting and planning support model 

• Partner with the Business leaders to develop the process 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 of Wolters Kluwer -- full P/L and Cash Flow (over $1.3 Billion in Annual Revenue) 

• Lead the engagement with connected partners (GBS, dxg, Corporate) 

• Prepare the Monthly Divisional Meeting (MDM) presentation on behalf of the FCC CEO and CFO presented to the WK Executive Board highlighting financial and operational performance 

• Prepare the monthly/quarterly FCC reporting to WK Corporate In compliance with WK Corporate taxonomy highlighting key performance drivers across all the divisional business units 

• Drive better financial insight and analysis into key operational areas while driving greater financial controls 

• Support acquisition/divestment reporting and request from Internal Control, Internal & External auditors 

• Lead initiatives to enrich and enhance KPI reporting to WK Corporate and FCC Senior management – process and system/tools 

• Develop deep business understanding to be able to define Key Performance Indicators for BUs and COEs, measuring and reporting on these to strengthen the Business Unit Financial position 

Education:  

Minimum: Bachelor’s Degree in finance, accounting, or related business field. 10+ years of experience in finance and business operations roles 

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

Experience:  

• At least 10 years of experience in leadership positions, managing other professional level direct reports, providing guidance for complex issues 

• Demonstrated skills in business analytics to translate reporting into actionable decision support and recommendations 

• Strong interpersonal and leadership skills; demonstrated ability to work collaboratively with a wide range of individuals at all levels of the organization 

• Successful collaboration and interaction with Executives and Senior Leaders 

• Financial analysis, forecasting and business performance modeling 

• Strategic thinker with a track record of developing and implementing successful financial strategies. 

Other Knowledge, Skills, Abilities or Certifications: 

• 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 and support from key stakeholders. 

• Cross functional and/ or industry leadership roles 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. 

• Expert with finance tools and modeling - including Excel, Power Point and business systems. 

• Ability to inspire people to create measurable results; strong interpersonal skills; highly approachable, supportive, and empathetic. 

Location:  Hybrid Work Schedule, 2 days per week in NYC Office co-located with team.  

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.