Financial Planning Analyst

Financial Planning Analyst

About the Role:
As a Financial Planning Analyst, you'll take on more responsibility in the preparation and analysis of financial documents. You'll support a variety of financial processes and projects, focusing on the analysis of financial data to provide insights that support organizational decisions.

Responsibilities:
• Prepare detailed financial reports and summaries.
• Conduct financial analysis with some supervision.
• Support various financial forecasting processes.
• Assist in the creation and update of financial models.
• Organize and maintain comprehensive financial data records.
• Analyze sales trends and provide insights.
• Contribute to the development of financial plans and budgets.
• Collaborate with team members on financial projects.
• Monitor economic progressions and assist in relevant research.
• Ensure accuracy and consistency in financial documentation.

Skills:
• Advanced Data Entry: Proficient in detailed financial data entry.
• Financial Analysis: Capable of conducting financial analyses with oversight.
• Modeling Support: Skillful in maintaining and updating financial models.
• Report Generation: Ability to prepare thorough financial reports.
• Trend Analysis: Skilled at analyzing and summarizing financial trends.
• Budget Assistance: Assisting in budget preparation and documentation.
• Research Support: Contributing to economic and financial research activities.
• Collaboration: Effective in collaborating on team financial projects.

Level criteria P2 (for internal use only):
• Requires working knowledge and expanded conceptual knowledge in primary job family and broadens capabilities
• Understands key business drivers and builds knowledge of the company, processes and customers
• Performs a range of assignments and solves moderately complex problems under guidance of established policies and procedures
• Receives a moderate level of guidance and direction
• Impacts quality of own work and the work of others on the team; may provide informal guidance to new team members
• Explains complex information to others in straightforward situations

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Experience Level

Mid Level