Director, Financial Planning - Hybrid NYC

The Director, Financial Planning leads and oversees all critical financial activities for the Financial & Corporate Compliance (FCC) Division ($1.3 Billion in annual revenue) of Wolters Kluwer. It is the strategic business partner for the senior executive team (Divisional CEO, CFO, Strategy, Operational Excellence, Partnerships and Data & Analytics). This role leads the Planning process (Annual Strategy (VSP) and Budget, along with Quarterly Forecast updates (Latest Estimates), Reporting (Monthly/Quarterly P&L and Cash Flow Results), Analytics (KPIs, Investment Business Cases, Operational Excellence and Divisional Growth Initiatives), and Data Visualization Tools such as Tagetik and PowerBI). This highly visible role partners closely with the FCC Business Unit (Compliance Solutions and CT Corporation) CFO’s, Wolters Kluwer Corporate and Shared Services (GBS, dxg) to ensure all corporate Reporting and Planning activities are executed. This role is also the finance leader for the FCC Data & Analytics Team, Partnerships organization and Operational Excellence organization. This role provides the analytical backbone for Decision Support initiatives across the FCC Division. It is responsible for defining key business performance metrics (KPIs), benchmarking businesses across KPIs, and identifying growth and operational excellence opportunities. It provides analytical and strategic support to align Business Unit efforts towards quality management, cost savings and building up scale by establishing causality between investments and results. Developing business cases for key Investment priorities – governance tracking to ensure financial and operational commitments are met.

Essential Duties and Responsibilities:

• Build the financial and operational financial reporting and planning support model
• Partner with the Business leaders to develop the process and governance to drive functional ownership and accountability
• Lead the planning process for the annual budget, VSP strategy and quarterly forecast submissions for the FCC Division of Wolters Kluwer -- full P/L and Cash Flow (over $1.3 Billion in Annual Revenue)
• Lead the engagement with connected partners (GBS, dxg, Corporate)
• Prepare the Monthly Divisional Meeting (MDM) presentation on behalf of the FCC CEO and CFO presented to the WK Executive Board highlighting financial and operational performance
• Prepare the monthly/quarterly FCC reporting to WK Corporate In compliance with WK Corporate taxonomy highlighting key performance drivers across all the divisional business units
• Drive better financial insight and analysis into key operational areas while driving greater financial controls
• Support acquisition/divestment reporting and request from Internal Control, Internal & External auditors
• Lead initiatives to enrich and enhance KPI reporting to WK Corporate and FCC Senior management – process and system/tools
• Develop deep business understanding to be able to define Key Performance Indicators for BUs and COEs, measuring and reporting on these to strengthen the Business Unit Financial position

Education:

Minimum: Bachelor’s Degree in finance, accounting, or related business field. 10+ years of experience in finance and business operations roles

Experience:

Preferred: Master’s Degree in business administration with emphasis in accounting or finance. Experience: At least 10 years of experience in leadership positions, managing other professional level direct reports, providing guidance for complex issues Demonstrated skills in business analytics to translate reporting into actionable decision support and recommendations Strong interpersonal and leadership skills; demonstrated ability to work collaboratively with a wide range of individuals at all levels of the organization Successful collaboration and interaction with Executives and Senior Leaders Financial analysis, forecasting and business performance modeling Strategic thinker with a track record of developing and implementing successful financial strategies.

Other Knowledge, Skills, Abilities or Certifications:

In depth knowledge of accounting principles, financial regulations and business acumen; able to synthesize complex information and formulate an aligned approach and plan. Executive presence with strong collaboration and conflict resolution skills; able to articulate a value proposition and secure buy-in and support from key stakeholders. Cross functional and/ or industry leadership roles demonstrating the ability to analyze business challenges from multiple aspects and deliver effective recommendations/solutions. Comfortable with both quantitative and qualitative analysis, ability to leverage data to inform business decisions. Operates with a sense of urgency, ability to work under tight and sometimes competing priorities. Expert with finance tools and modeling - including Excel, Power Point and business systems. Ability to inspire people to create measurable results; strong interpersonal skills; highly approachable, supportive, and empathetic.

Location:

Hybrid Work Schedule, 2 days per week in NYC Office co-located with team.

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: $165,400.00 - $295,600.00 USD. This role is eligible for Bonus. 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
• Paid Parental Leave

Full details of our benefits are available upon request. If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day. Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential. With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes. For more information about our solutions and organization, visit or follow us on LinkedIn, Instagram and Facebook.

Our Commitment to Diversity, Equity, & Inclusion

As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being. That commitment has been recognized externally through Ragan’s Top Places to Work for Employee Wellbeing: Large Organization in 2024. More recently, Wolters Kluwer was recognized by Forbes as one of America’s Best Large Employers 2026 and America’s Best Employers for Engineers 2026. In 2025, Wolters Kluwer was also recognized by Forbes as one of America’s Best Employers for Women. To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions.

All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.

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