Financial Planning Manager

Wolters Kluwer•Houston, TX

2d•Hybrid

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 actionable business insights. It covers sales pipeline activity and revenue conversion across Enterprise Software and Transactional SaaS businesses, including communicating the assumptions, risks, and opportunities behind the revenue outlook. The manager will also analyze and forecast SaaS metrics such as churn, renewals, and ARR, and partner with Data Science to improve the transactional volume forecasting model. The position has a hybrid schedule, with an expectation of working approximately two days per week in the New York City or Houston office. The role supports annual Budget, VSP strategic planning, and quarterly forecasting processes for ELM and leads projects across departments or areas with varied resource requirements, risk, and complexity.

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.
Intellectual curiosity and ability to quickly understand complex businesses, processes, systems, data, and commercial models.
Structured and methodical approach to forecasting and analysis, with strong attention to detail and process discipline.
Experience interacting with and presenting to senior leadership.
Strong ownership and initiative, including independently driving work forward, proactively identifying issues and opportunities, and following 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, push for outcomes, and build 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 the quality, efficiency, and scalability of Finance processes.

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 ELM’s commercial models, operating processes, systems, and value drivers to identify risks, opportunities, and areas for improved performance.
Own financial analysis and forecasting of 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 varied resource requirements, risk, and complexity.