Financial Planning Analyst

Financial Planning analyst

ABOUT US

Wolters Kluwer is a global leader in professional information services, providing software and content solutions for legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare professionals. Serving clients in over 180 countries with operations in 40+, the company helps professionals make confident decisions and drive results. Headquartered in Alphen aan den Rijn, the Netherlands, it employs around 21,000 people worldwide.

The Global Finance Shared Services (FSS) is a finance function designed to bring together finance and accounting professionals to streamline and enhance processes and tools. Within FSS, the Finance Centre of Excellence (CoE) in Pune, India, provides centralized financial and analytical support across all Wolters Kluwer divisions. The team, comprising finance professionals and data scientists, focuses on finance reporting harmonization, technology enablement, and reporting and analytics enhancements.

In this role, you would support the Financial Shared Services (FSS) organization by preparing monthly/quarterly development cost reports, Resource labour planning, conducting variance & risk analyses, and assisting with budget and forecast planning. You would also collaborate with stakeholders to enhance financial processes and contribute to continuous process improvement initiatives.

SUPERVISORY RELATIONSHIPS

Reports To : Director, Finance COE

JOB QUALIFICATIONS

Job Posting

About the Role:
As a Financial Planning Analyst - Enterprise Finance , 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.

OTHER DUTIES

• Act as a financial business partner, identifying business issues and opportunities proactively.
• Collaborate cross-functionally with virtual teams and communicate effectively with leadership.
• Provide effective reporting for executive presentations.
• Support Business Unit Finance Teams in Financial Planning and Analysis (FP&A) tasks.
• Manage and report on the annual budget, conduct monthly and quarterly analyses, and contribute to the 3-year Vision and Strategy Process.
• Conduct ad-hoc analyses as required.

TRAVEL REQUIREMENTS

Minimal travel might be required.

PHYSICAL DEMANDS

Working from the Kalyani Nagar, Pune office on a hybrid schedule (Mondays and Tuesdays).

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They are not intended to be an exhaustive list of all duties and responsibilities and requirements.

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.

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.