Senior Financial Analyst

Are you a high performing Senior Financial Analyst with experience in business unit planning and process improvement?  Join us in the business transformation of Wolters Kluwer CP & ESG Corporate Tax segment. 

You will report directly to the Director of Finance and will function as a partner for managing costs and other ad hoc reporting across the CP&ESG Corporate Tax organization. 

You will work on various financial cost planning and analysis tasks, including month-end close, monthly management reporting, annual budget/forecasting, financial modeling, and other ad-hoc analysis. You will also help identify and drive efficient processes for expense forecasting, and operational reporting. You may be asked to work extra hours during peak workload times. This is an individual contributor role.

RESPONSIBILITIES
 

·Participate in the month-end, quarter-end, and year-end closing activities:

o   Process necessary journal entries and accrual transactions

o   Analyze financial results and identify the primary reasons for the variances to forecast, plan, and prior periods

·Provide proactive insightful financial analytic business support for the CP&ESG Corporate Tax organization:

o   Develop annual budget with a focus on identifying cost expectations along with supporting strategic and tactical plans

o   Develop forecast models based on past trends, vendor invoices, and sales expectations

o   Complete analysis of monthly results, including variance explanations

o   Prepare and complete monthly reporting requirements

o   Identify risks and opportunities and bring these to the attention of senior leadership teams promptly and make recommendations for appropriate actions

·Provide ad-hoc financial reporting and decision support

·Promote process improvements and best practices to promote efficiency of the planning and reporting processes

QUALIFICATIONS
 

Education bachelor’s degree in accounting or finance preferred or related degree, or equivalent experience

Experience: 4+ years of financial planning and analysis experience within a business unit/corporate environment, required.

• CPA and/or MBA preferred

Skills:

• Building and maintaining financial models, with the ability to scale and evolve models as business needs change
• Flexible and hands-on mindset; comfortable getting involved in a wide range of financial activities
• Drive finance business partnerships and collaborate confidently with senior management
• Month-end close, financial reporting, and financial analysis
• Background in a large corporate environment
• Data analytics with the ability to draw appropriate conclusions from the analysis of information
• Perform data reconciliations and summaries for executive review
• Strong Excel and PowerPoint skills, and experience with ERP & CPM systems - SAP, Tagetik, Care20, and Workday
• Ability to meet tight deadlines and deliver quality results

TRAVEL: < 5% for occasional business meetings (1-2 times per year)

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.

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:

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.