Senior Financial Planning Analyst

Wolters KluwerNew York City, NY
7dHybrid

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.
  • Deep understanding of IFRS and/or GAAP revenue recognition rules.
  • Presentation Skills: Capable of presenting financial data and insights effectively.
  • 5 or more years' experience Financial Planning and Analysis
  • Requires in-depth conceptual and practical knowledge in primary job family and basic knowledge of related job families
  • Has knowledge of best practices and is aware of the competition and market differentiators
  • Solves complex problems; exercises judgment based on the analysis of multiple sources of information
  • Works independently, receives minimal guidance; may lead projects or may have accountability for on-going activities
  • Impacts a range of project activities within own team and other related teams, acts as a resource for colleagues
  • Explains difficult or sensitive information; works to build consensus

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.
  • Direct liaison with divisional team for all financial inquiries.
  • 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
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