Financial Planning Manager
About The Position
The Financial Planning Manager – Sales & Revenue will drive sales and revenue planning for Wolters Kluwer’s Enterprise Legal Management (ELM) business. The role is a strategic business partner to Sales, Professional Services, and Pricing leaders, collaborating with senior leaders to develop sales and revenue forecasts, translate commercial activity into financial outcomes, and provide insights for business decisions. The position is responsible for understanding pipeline activity and revenue conversion across Enterprise Software and Transactional SaaS businesses, and communicating the assumptions, risks, and opportunities behind the revenue outlook. It also analyzes and forecasts SaaS metrics such as churn, renewals, and ARR, and partners with Data Science to enhance the transactional volume forecasting model. The role follows a hybrid schedule, with an expectation of working approximately two days per week in the New York City or Houston office.
Requirements
- Bachelor’s degree in finance, accounting, economics, or a related field.
- At least 5 years of experience in FP&A, corporate finance, or a related finance role.
- Strong ownership and initiative, including the ability to independently drive work forward, identify issues and opportunities, and follow through to completion.
- Strong business analytics capabilities, including identifying root causes, developing insights, and translating analysis into actionable recommendations.
- Confident, constructive communication skills, including the ability to ask difficult questions, challenge assumptions, and pursue outcomes while building trusted relationships.
- Advanced proficiency with financial modeling, Excel, PowerPoint, data visualization, and analytical tools, and comfort rapidly learning and adopting new technologies.
- Practical fluency in AI, automation, and emerging analytical tools to improve Finance processes.
- Intellectual curiosity and the ability to quickly understand complex businesses, processes, systems, data, and commercial models.
- A structured and methodical approach to forecasting and analysis, with strong attention to detail and process discipline.
- Experience interacting with and presenting to senior leadership.
Nice To Haves
- Experience in a SaaS, software, or recurring-revenue business model.
- Experience with planning and reporting software such as NetSuite or Tagetik.
Responsibilities
- Build detailed sales and revenue forecasts with cross-functional business partners.
- Support the annual Budget, VSP strategic planning, and quarterly forecasting processes for the ELM business.
- Develop a deep understanding of the ELM business, including commercial models, operating processes, systems, and value drivers, to identify risks, opportunities, and areas for improved performance.
- Own financial analysis and forecasting for key Transactional SaaS business indicators, including churn, renewals, and ARR.
- Develop and enhance transactional business revenue forecasts using volume-based forecasting models, partnering with Data Science to improve forecasting methodologies, model accuracy, and predictive capabilities.
- Analyze pipeline activity, win rates, deal timing, sales mix, and other commercial drivers to assess risks and opportunities to the sales forecast.
- Lead projects across departments or areas with varying resource requirements, risks, and complexity.
Benefits
- Medical, dental, and vision plans.
- 401(k).
- Flexible spending account (FSA) and health savings account (HSA).
- Commuter benefits.
- Tuition assistance plan.
- Vacation and sick time.
- Paid parental leave.
- Bonus eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
