Financial Planning Associate Director

Wolters Kluwer is a global leader in professional information, software solutions, and services in the following sectors: health, tax & accounting, corporate performance & ESG, financial corporate compliance, and legal & regulatory. The Company serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide. Every day, our customers make critical decisions to help save lives, improve the way they do business, and build better judicial and regulatory systems. Our deep impact when it matters most, helps them get it right! The Global Finance Shared Service (FSS) is a new organization that is part of the finance function; bringing finance and accounting experts together so they can share their expertise and collaborate to standardize and enhance processes and tools. Included in this organization is the Finance Center of Excellence (CoE) in Pune, India which is a unified team comprised of Finance Professionals and Data Scientists driving centralized Financial and Analytical support across all of the Wolters Kluwer global divisions. The diverse capabilities of the team are focused on Finance Reporting Harmonization (Data Governance), Technology Enablement (Simplify, Standardize, Automate), Reporting and Analytic Enhancements (BI Dashboards). The Finance CoE has established skill-based training programs (Knowledge sharing forums) encouraging continuous learning while fostering strong engagement and belonging. Requires significant specialized depth and/or breadth of expertise, conceptual and practical knowledge of theories and principles, and applies general knowledge of business and industry practices within financial planning, analysis, and reporting. This position will provide oversight and support of annual budget, 3 year strategic plans, month end close, and Business Case modeling. Support includes monthly financial and operational reporting on key initiatives, input for the annual budget, partnership with the accounting team to review and propose journal entries for monthly close processes, analyzes profit-and-loss income statements and prepares reports and recommendations to management, generating forecasts and analyzes trends, creates financial models of "what if" scenarios for future business planning decisions, exercises considerable foresight, and judgment in conceiving, planning, and executing on initiatives, and contributes to the development of functional strategy. The position will also be a resource to the larger Enterprise Function Finance organization in support of financial projects and major initiatives. Essential Duties and responsibilities The Financial Planning Associate Director will support GBCM, GLCD, Corporate Strategy and M&A, and HR organizations, contributing to productivity and profitability through the execution of strong performance metric analysis. Through analyzing complex financial data, engage multi-stakeholder groups in strategic decision making, providing tactical information for sound execution. The Financial Planning Associate Director will help guide BU’s where needed and make recommendations to Division Finance management for establishing and achieving critical metrics and milestones. This individual will assess alternatives and suggest and/or implement an appropriate course of action to improve overall financial performance. As a Financial Planning Associate Director, you'll lead complex financial projects with considerable autonomy. You will provide expert financial guidance, support strategic planning efforts, and make substantial contributions to the organization's financial health and strategy. Responsibilities: • Lead the development of complex financial reports and analysis. • Provide expert financial insights and strategic recommendations. • Oversee the development and refinement of advanced financial models. • Drive and implement sophisticated financial forecasting processes. • Analyze and interpret financial performance and economic trends. • Collaborate on high-impact financial strategy initiatives. • Ensure compliance with evolving financial regulations and standards. • Identify and mitigate financial risks. • Advise on financial implications of business decisions. • Present financial insights and strategic recommendations to senior management. Business Partnering: Actively contribute to the optimization of central organizations through accurate budgeting, forecasting and monthly reporting. Own the performance management process from target setting, budgeting, forecasting, and actual, variance and trend analysis, ensuring effective communication and understanding of performance and help drive the decision-making process as possible. Focusing on cost efficiencies, by deep diving into business drivers and KPIs, provide guidance, challenge plans, offer solutions, and bring a critical eye to evaluating financial performance across the Division, responsible for key metrics/analytics for BAU processes. Strive for Financial Excellence: Accuracy on all data being analyzed and recommended. Drive highest quality quarterly forecasts, budget & Vision Strategy Planning deliverables on areas of responsibility, ensuring clear communications and critical thinking applied to analysis and recommendations. Look with critical eye on any process in responsibility sphere to suggest to Division Directors or VP’s areas to improve that will drive Division results and / or improve effectiveness/productivity of the Division FP&A Finance team or broader Finance organization. Assist and oversee month end processes relating to areas of responsibility, ensuring accounting excellence underlying the reported results are understood, accurate and aligned with Finance expectations. Skills: • Expert Analysis: Highly proficient in complex financial analysis and interpretation. • Strategic Modeling: Expert in developing and refining advanced financial models. • Forecast Leadership: Leading sophisticated financial forecasting processes. • Compliance Expertise: Ensuring adherence to financial regulations and standards. • Risk Management: Expert in identifying and mitigating financial risks. • Strategic Advisory: Advising on financial implications of strategic decisions. • High-impact Collaboration: Collaborating on and driving high-impact financial strategy initiatives. • Presentation Skills: Effective in presenting financial insights to senior management. Other Duties Performs other duties as assigned. Job Qualifications Education: Master’s degree in Finance, Accounting or a related field. Strong understanding of financial reporting, planning, and accounting processes. Experience: 12+ years of experience in Finance with strong demonstration of leadership, business partnering capabilities and controls & compliance culture in a matrix and multinational environment. Other Knowledge, Skills, Abilities or Certifications Demonstrated experience with global operations. Aware of differences in current relevant country laws and regulations and ability to guide compliance. Must be capable of multitasking, prioritization, decision making and able to manage multiple systems, data sets and priorities. TraVEl requirements Minimal travel might be required. Physical Demands Minimum 2 days a week working from office (Pune – Kalyani Nagar) If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong. Wolters Kluwer reported 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide. Our customers work in industries which impact the lives of millions of people every single day. Our mission is to empower our professional customers with the information, software solutions, and services they need to make critical decisions, achieve successful outcomes, and save time. Our expert solutions combine deep domain knowledge with technology to deliver both content and workflow automation to drive improved outcomes and productivity for our customers. We are committed to helping professionals improve the way they do business and solve complex problems with our range of digital solutions and services, which we continuously evolve to meet their changing needs. Our 188-year legacy and portfolio represent thousands of customers worldwide. For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, and LinkedIn. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume. As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. In 2024 we were awarded Ragan’s Top Places to Work for Employee Wellbeing: Large Organization, in recognition of our commitment to maintaining and enhancing the well-being of our colleagues through our ‘Together we thrive’ well-being program. Wolters Kluwer and all its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected status. GDPR Careers Privacy and Cookies Wolters Kluwer (“we” or “us”) wants to inform you about the ways we process your personal information. In this Privacy & Cookie Notice we explain what personal information we collect, use and disclose. 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