Senior Financial Planning Analyst

Wolters Kluwer • Riverwoods, IL

1d • $78,400 - $136,950 • Onsite

About The Position

As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently.

Requirements

• Comprehensive Data Analysis: Proficient in complex financial data analysis.
• Forecasting: Skilled in performing detailed financial forecasting.
• Advanced Modeling: Proficient in developing and updating complex financial models.
• Report Analysis: Ability to produce and interpret comprehensive financial reports.
• Strategic Insight: Providing insights based on financial data and trend analysis.
• Economic Research: Proficient in researching and analyzing economic trends.
• Scenario Planning: Assisting in "what if" scenario analyses for strategic planning.
• Presentation Skills: Capable of presenting financial data and insights effectively.
• Month-End Close: Recording of various journal entries as required (accruals/prepaids).
• Accounting Principles: Strong understanding of GAAP (expense recognition/CAPX).
• Bachelor’s degree in finance or accounting.
• 5+ years of experience in financial analysis, financial planning & analysis, or accounting.
• Strong proficiency in Microsoft Excel including advanced formulas, pivot tables and modeling.

Responsibilities

• Produce comprehensive financial reports and analyses.
• Independently conduct financial forecasting and trend analysis.
• Develop and update complex financial models.
• Analyze profit-and-loss statements and provide recommendations.
• Research and analyze economic progressions impacting financial planning.
• Collaborate on the development of financial strategies.
• Support the preparation of budget proposals and schedules.
• Ensure accuracy and reliability of financial data and reports.
• Participate in scenario analysis for future business planning.
• Present financial insights to management as needed.

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: Senior