Financial Planning Analyst

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Financial Planning Analyst

About the role

As a Financial Planning Analyst, you will provide financial oversight and support of major IT software spend. Support includes monthly financial and operational reporting on key initiatives, provide input for the annual budget, and assist in the three-year business development planning process. This position reports to the GBS Financial Planning Manager.

About the company

Come join Wolters Kluwer Global Business Services (GBS), a global organization where you collaborate with team members around the globe to provide services to Wolters Kluwer business units in the areas of technology, sourcing, procurement, legal, finance, and human resources. These global centers promote team collaboration using best practices around a specific focus area to drive results and enhance operational efficiencies.

Responsibilities:

• Responsible of managing gross spend of centralized computer licenses, including allocation to Global WK Divisions
• Accountable for partnering with GBS Sourcing and Enterprise Finance Allocation regarding Software License spend and allocation to Global WK Divisions
• Participate in the monthly financial close process via submission of accruals and other necessary journal entries
• Report monthly financial results, analyze and interpret financial information pertaining to the IT key spend and initiatives to Global WK Divisions
• Prepare forecasts and evaluate corresponding efficiencies, productivity, and other initiatives, as applicable
• Assist in developing the creation of annual budget and three-year Business Development Plan, detailing cost expectations, along with supporting strategic and tactical plans
• Participate and recommend efficiencies and opportunities for process improvement within given responsibility

Requirements

• Education: Bachelor’s Degree in Finance, Accounting or related field, OR equivalent
• Advanced knowledge of Excel and other database tools
• 3+ years of financial planning and analysis experience
• Excellent analytical skills, strong attention to detail and ability to manage multiple priorities with accuracy and timeliness
• Strong written and verbal communications skills
• Experience in financial reporting and IT operations preferred
• Experience with Tagetik & SAP preferred