Role Summary

As a Senior Financial Planning Analyst, you will serve as a core finance partner supporting global planning, performance management, and decision-making. The role combines strong financial rigor with advanced analytics and process innovation, including the use of AI-driven insights and agentic automation to enhance planning effectiveness and efficiency.

Responsibilities

• Lead complex financial analysis, forecasting, and scenario planning to support global business decisions

• Partner with business leaders to provide actionable insights on performance, risks, and opportunities

• Develop and maintain advanced financial models supporting budgeting, long-range planning, and investment decisions

• Drive variance analysis and performance tracking, translating results into clear recommendations

• Improve planning, forecasting, and reporting processes through standardization and automation

• Leverage AI and agentic tools to automate data aggregation, variance explanations, and scenario generation, increasing speed and quality of insights

• Ensure accuracy, consistency, and integrity of financial data and reporting outputs

• Support strategic initiatives through business cases and financial modeling

• Skills

• Strong financial modeling, forecasting, and analytical capabilities

• Ability to translate complex data into clear, actionable business insights

• Experience with planning systems (e.g., Tagetik) and data-driven decision support

• Process improvement mindset with focus on scalability and standardization

• AI-enabled finance: ability to leverage AI/agentic tools to enhance analysis, automate workflows, and improve decision support

• Strong communication and stakeholder management skills

Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field

• 5+ years in FP&A, corporate finance, or similar role

• Experience supporting senior stakeholders in a business partnering capacity

• Exposure to advanced analytics, automation, or AI-driven finance tools preferred

• Global experience preferred

• Travel is approx. 20% in the U.S. and Europe

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.

Compensation:

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.