Financial Planning Manager

Wolters Kluwer•Kennesaw, GA

22h•Hybrid

About The Position

The Financial Planning Manager (Individual Contributor) is part of the North America Finance team and reports to the Associate Director of Finance. The role collaborates closely with the Associate Director to support financial planning, reporting, and analysis for the Tagetik North America Corporates (CPM) segment, providing insights to the NA CPM Corporate leadership team and contributing to disciplined financial management and process efficiency.

Requirements

Bachelor’s degree
Minimum of 5+ years of experience
Independent Analysis: Capable of performing detailed financial analysis autonomously.
Sophisticated Modeling: Highly skilled in developing complex financial models.
Forecasting Proficiency: Capable of leading financial forecasting efforts.
Strategic Collaboration: Collaborating on and contributing to strategic initiatives.
Compliance Knowledge: Ensuring adherence to financial policies and guidelines.
Risk Analysis: Identifying and analyzing financial risks and opportunities.
Budget Control: Supporting effective budget planning and control.
Insight Communication: Effective at communicating financial insights and recommendations.

Nice To Haves

2+ years of BIG 4 experience preferred
SAP experience preferred
Global experience preferred

Responsibilities

Support the Associate Director of Finance as a core member of the NA CPM Finance Team, contributing to financial partnership with the NA CPM Corporates leadership team.
Execute key FP&A processes including month-end close and analysis in collaboration with FSS Accounting Team, monthly management, reporting, forecasting.
Collaborate with the NA CPM Team, Global Finance Team and the Associate Director of Finance in the preparation of annual budget and 3-year strategic planning.
Develop and maintain financial models and analytical tools to support business planning, performance tracking and decision making.
Analyze financial results versus plan, identify variances, risks, and opportunities, and prepare insights and material for review with senior stakeholders.
Contribute to the continuous improvement and standardization of budgeting, forecasting and operational reporting processes to enhance efficiency and data quality.