Financial Planning Associate Director

Wolters Kluwer•Kennesaw, GA

1d•Onsite

About The Position

As a Financial Planning Associate Director – North America CPM, you will serve as the primary finance business partner to the General Manager and leadership team for the North America region. You will lead complex financial projects with considerable autonomy, oversee financial planning and performance management, and provide expert financial guidance to support strategic decision‑making and execution across the region.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a closely related field.
10+ years of progressive experience in financial planning & analysis, corporate finance, or management reporting, with increasing responsibility.
Demonstrated experience in: Annual operating plans, forecasts, and long‑range planning
Demonstrated experience in: Variance analysis and executive‑level financial storytelling
Demonstrated experience in: Partnering with senior business leaders (VP/SVP level or equivalent)
Demonstrated experience in: Translating complex financial data into actionable, business‑focused insights
Demonstrated experience in: Influencing decisions without direct authority
Demonstrated experience in: Financial Modeling
Demonstrated experience in: Excel and PowerPoint
Demonstrated experience in: Enterprise financial systems

Nice To Haves

Master’s degree (MBA or similar).
2–4+ years of people leadership or indirect leadership experience (matrixed teams, project leadership).

Responsibilities

Lead North America financial planning cycles, including annual operating plans, periodic forecasts, and long‑range planning.
Own regional financial performance management, including executive‑level P&L analysis, variance analysis, and financial storytelling.
Oversee monthly financial reporting and closing activities in coordination with Accounting and Corporate Finance; ensure accuracy, completeness, and audit readiness.
Develop, maintain, and refine advanced financial models to support scenario planning, investment evaluation, and strategic initiatives.
Drive and continuously improve regional forecasting processes, assumptions, and governance.
Analyze and interpret financial performance, business drivers, and economic trends impacting the North America CPM business.
Act as a strategic advisor to senior leadership on financial implications of business decisions, growth initiatives, and cost management actions.
Identify, assess, and mitigate financial and operational risks affecting regional performance.
Support internal and external audit activities through strong financial controls, documentation, and clear analytical explanations.
Collaborate cross‑functionally with Sales, Services, Product, and Operations to translate strategic priorities into financial outcomes.
Lead high‑impact financial initiatives and projects with notable complexity and risk.
Present clear, actionable financial insights and recommendations to senior management and executive forums.