Financial Planning Manager

Employer
Wolters Kluwer
Location
Baltimore, MD
Posted
Aug 14, 2022
Closes
Aug 23, 2022
Ref
626612065
Hours
Full Time
Governance, Risk & Compliance (GRC) is a division of Wolters Kluwer that provides a broad spectrum of solutions, services and expertise to legal, finance, risk and compliance professionals and small business owners to help manage myriad governance, risk and compliance challenges in dynamic markets and regulatory environments, globally. GRC serves more than 350,000 customers in more than 150 countries, including 70% of Fortune 500 companies, 92% of the world's top banks, 90% of the Am Law 100 and more than 300,000 small businesses.The division has a global footprint, with workforce in 28 countries. Our clients include corporate legal departments, insurers, small businesses, financial services companies, brand professionals, underwriters, governments and compliance and risk professionals.The Compliance Solutions business, a part of the GRC division, serves financial institutions across four areas - Banking Compliance Solutions, Investment Compliance Solutions, Compliance Program Management and Lien Solutions.This Financial Planning Manager role exists within the Compliance Solutions business and is open to both hybrid and full-time remote work.Responsibilities:Responsible for the financial planning and analysis function in support of multiple functional teams including the development of both short- and long-term business plans and projectionsKey resource in the planning and execution of the corporate forecasting process for the business unit, including monthly, quarterly, the annual budget and long-range planningIdentifies and measures financial analytics by supporting the ongoing development and evaluation of KPIs with business partners; implementing financial tools and models to support achievement of operating objectives; optimizing sales, revenue and expense forecasting models to improve business planning results and processes; improving the timeliness and quality of financial metric reporting; and reporting the metric data collected to the executive staff to improve business plans and processes.Supports the financial vision for the business unit by identifying opportunities and challenges that optimize business unit performance by providing on point decision support; reviewing and analyzing financial and operations data to model trends, identify relationships, or spot opportunities; reviewing business information; preparing compelling and clear data, reports, and presentations to share findings with other business leaders; brainstorming with peers to generate business improvement and strategic initiatives based on information; testing hypotheses and alternatives to find the optimal solution; and assisting with building the business case for needed investments and strategic plans to deliver planned results.Liaise between Shared Service functions and business unit to ensure business and financial objectives are metQualifications:Bachelor's Degree in Finance, Accounting, or related business fieldMinimum 5-8 years of corporate finance or financial planning and analysis experience including financial analysis, forecasting, business performance modeling including ROIC, break-even analysis, and ad hoc analysisPreferred experience in large, global organizationsWorking knowledge of the financial services industry and software development processes highly preferredDemonstrated skills in business analytics to translate analysis into actionable decision support and recommendationsStrong interpersonal and leadership skills; demonstrated ability to work collaboratively with a wide range of individuals at all levels of the organizationComfortable leading discussions with large groupsBusiness process engineering or re-engineeringProficient with Microsoft Office Suite applications including Word, Excel, Access, Visio, Project, PowerPoint and Outlook; experience with Hyperion, SAP, or similar financial management software preferredThe above statements are intended to describe the general nature and level of work being performed by most people assigned to this job.They're not intended to be an exhaustive list of all duties and responsibilities and requirements.