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Financial Planning Analyst (USA-Remote)

Wolters Kluwer
Montgomery, Alabama, United States
Closing date
Feb 23, 2024

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Job Role
Financial Planning & Analysis
Contract Type
Full Time
The Financial Planning Analyst (FPA) will assist in the financial planning, reporting and analysis for the Clinical Effectiveness business within the Health Division of Wolters Kluwer. This role will be focused on sales, revenue, forecasting, and analysis across products as well as identifying business opportunities that drive growth. The individual must be a self-starter and work with limited direction while taking full ownership of their areas of responsibility. They will be expected to problem solve, think critically, analyze large data sets, recommend solutions, and exercise good business judgement. In this remote-friendly position the FPA will report to the Financial Planning Manager in the Health UpToDate division of Wolters Kluwer.

Essential Responsibilities

  • Financial support for the North American business segments with a focus on the Individual Segment.
  • Provide quantitative-based recommendations that support sales and revenue growth targets.
  • Partner with Finance and Sales and Segment teams across the business to develop the forecast; ensure collaboration with partners.
  • Maintain financial models to track indicators and forecast financial performance.
  • Anticipate opportunities and risks in the forecasts and communicate them.
  • Support and partner with teams in planning, reporting, and improving performance of operations and reducing cost.
  • Participate in cross functional teams and projects.
  • Engage in monthly close processes across multiple order management systems.
  • Partner with business leaders to identify P&L opportunities.

  • Work with and analyze large data sets; identify trends and be able to tell a story with the data/translate it.
  • Prepare, analyze, and present financial results, as necessary including supporting metrics.
  • Build and prepare financial reports along with revising reports to be more useful and efficient through automation or other technology.
  • Forecast preparation through driver-based modeling with supporting data.
  • Perform month-end financial close responsibilities and review/ownership for all areas of responsibility.
  • Analyze financial and business performance against business metrics and document pertinent highlights that enable management to determine progress against strategic/business plans.
  • Monitor and analyze results against budget/forecasts and provide insightful and actionable variance explanations.


Education: Bachelor level or above degree with a concentration in Finance, Data Science, Data Analytics, or equivalent experience required.

Required Experience:
  • 2+ years' experience with 1+ year in data analytics/analysis, sales or revenue operations, or finance: Internships may count toward the 2 years of experience.
  • Proficient in MS Office Suite with advanced knowledge of Excel preferred.
  • Ability to work independently and efficiently under tight deadlines.
  • Ability to work well in a team and a commitment to continuous quality improvement.
  • Strong quantitative and analytical skills with the ability to think strategically and critically.

Preferred Experience, Knowledge, Skills & Abilities:
  • Proficiency in financial software such as Power BI, NetSuite, Tagetik, Multi-Pub, Softrax, Great Plains, or other similar software.
  • Experience working in a large global company.
  • Exceptional organization skills and the ability to manage multiple competing priorities with accuracy and timeliness in a dynamic, fast-paced environment.
  • Excellent verbal and written communication skills.

Travel : 5%

Evidence-Based Clinical Decision Support System| UpToDate | Wolters Kluwer (


EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of 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 protected veteran status.

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