Sr. Financial Planning Analyst

Essential Duties and responsibilities:

• Align the management information system (PBCS) with Workday.
• Reconcile actual reporting and payroll data.
• Prepare clear data reports and presentations for analytics results.
• Collaborate with the PMO team for time-writing tool reconciliation.
• Implement resource planning tools for resource availability and utilization.
• Support onboarding of new joiners and guide them on finance processes.
• Manage financial controls for resource processes.
• Provide decision support including data preparation, financial rule building, and report generation.
• Develop forecast models based on past trends, vendor invoices, and volumes.
• Identify and articulate business unit opportunities to optimize performance.
• Represent Wolters Kluwer by maintaining comprehensive knowledge and professional relationships.
• Coordinate with accounting to ensure accurate intercompany cost recharges.
• Create and manage cost centers and establish allocation methodologies.
• KPI measurement, reporting, and creating dashboards using visualization tools.
• Conduct data analysis to understand customer behavior impacts on capacity and volume.
• Drive finance business partnerships and collaborate confidently with senior management.

Other Duties

• Act as a financial business partner, identifying business issues and opportunities proactively.
• Collaborate cross-functionally with virtual teams and communicate effectively with leadership.
• Provide effective reporting for executive presentations.
• Support Business Unit Finance Teams in Financial Planning and Analysis (FP&A) tasks.
• Manage and report on the annual budget, conduct monthly and quarterly analyses, and contribute to the 3-year Vision and Strategy Process.
• Conduct ad-hoc analyses as required.

Job Qualifications

Education: 

• Minimum: Bachelor’s degree in finance accounting, or economics or data analytics or 4 years of experience in finance, accounting, or consulting role

• Preferred: Master’s Degree/MBA in finance, accounting, or economics or data analysis with 4 years of experience in finance, accounting, or consulting role

Experience, Knowledge, and Tools:

Minimum Experience/Knowledge: Finance, accounting, or consulting experience, including:

• Experience supporting Technology and Development organizations.
• Ability to meet tight deadlines and deliver quality results.
• Strong Excel and PowerPoint skills, and familiarity with HRIS (e.g., SAP, Workday).
• Excellent analytical skills and fluent in English.
• Proficient in MS Office and visualization tools like Power BI/Tableau.
• Familiarity with Hyperion/PBCS, Tagetik, Care20, Workday.

Technical Skills:

• Knowledge of handling large datasets.
• Familiarity with analytical techniques (e.g., regression), SAS/R, Python.
• Proficiency in visualization tools and Hyperion/PBCS