Financial Planning Director

Wolters Kluwer • Minneapolis, MN

1d

About The Position

About the Role: As a Financial Planning Director, you will support the Strategy / M&A and Global Revenue Operations teams across the organization. You will manage high-impact financial initiatives ensuring alignment with organizational goals. You will lead the development of strategic financial insights, drive process improvements, and ensure comprehensive financial analysis to support informed decision-making across the organization.

Requirements

• Comprehensive Analysis: Expert in high-level financial analysis and performance review.
• Strategic Modeling & Forecasting: Leading the development of strategic financial models.
• Process Improvement: Driving financial process improvements and efficiencies.
• Market Analysis: Analyzing market trends to inform strategic decisions.
• Risk & Opportunity Management: Identifying and managing financial risks and opportunities.
• Regulatory Compliance: Ensuring financial compliance with standards.
• Strategic Alignment: Aligning financial initiatives with organizational goals.
• Leadership Communication: Communicating strategic insights effectively to top management.
• Recognized as a thought leader and requires expertise in leading-edge theories or techniques within own field
• Influences business or industry issues
• Proactively identifies and solves problems that impact the direction of the business
• May participate in the development of the business strategy
• Leads highly visible programs or initiatives across the organization
• Impacts business direction through the development of innovative services or products
• Negotiates with senior level and external stakeholders to influence decisions
• Bachelors in Finance or related
• 5-7+ years of experience in FP&A, Revenue Operations, or a related commercial finance function within a commercial or revenue‑driven environment.
• Demonstrated experience partnering with senior‑level executives and operating confidently in high‑visibility environments.

Responsibilities

• Manage and oversee high-impact financial planning and analysis projects.
• Ensure financial initiatives align with organizational goals and strategies.
• Lead the preparation and review of comprehensive financial reports.
• Develop and refine strategic financial models and forecasting methods.
• Drive process improvements within the financial planning function.
• Provide in-depth analysis of financial performance and market trends.
• Collaborate with senior leadership on strategic financial planning.
• Identify and address organizational financial risks and opportunities.
• Ensure all financial practices comply with standards and regulations.
• Communicate strategic financial insights and recommendations to top management.

Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees