Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Planning Analyst

$85.6k - $149.4k
Full-time

Wolters Kluwer

About the Role: As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently. Responsibilities: • Produce comprehensive financial reports and analyses. • Independently conduct financial forecasting and trend analysis. • Develop and update complex financial models. • Analyze profit-and-loss statements and provide recommendations. • Research and analyze economic progressions impacting financial planning. • Collaborate on the development of financial strategies. • Support the preparation of budget proposals and schedules. • Ensure accuracy and reliability of financial data and reports. • Participate in scenario analysis for future business planning. • Direct liaison with divisional team for all financial inquiries. • Present financial insights to management as needed. Skills: • Comprehensive Data Analysis: Proficient in complex financial data analysis. • Forecasting: Skilled in performing detailed financial forecasting. • Advanced Modeling: Proficient in developing and updating complex financial models. • Report Analysis: Ability to produce and interpret comprehensive financial reports. • Strategic Insight: Providing insights based on financial data and trend analysis. • Economic Research: Proficient in researching and analyzing economic trends. • Scenario Planning: Assisting in "what if" scenario analyses for strategic planning. • Deep understanding of IFRS and/or GAAP revenue recognition rules. • Presentation Skills: Capable of presenting financial data and insights effectively. Requirement: 5 or more years' experience Financial Planning and Analysis • Requires in-depth conceptual and practical knowledge in primary job family and basic knowledge of related job families • Has knowledge of best practices and is aware of the competition and market differentiators • Solves complex problems; exercises judgment based on the analysis of multiple sources of information • Works independently, receives minimal guidance; may lead projects or may have accountability for on-going activities • Impacts a range of project activities within own team and other related teams, acts as a resource for colleagues • Explains difficult or sensitive information; works to build consensus • Level at which career may stabilize for many years #Li-Hybrid 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: $85,600.00 - $149,400.00 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, and 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 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide. Our customers work in industries which impact the lives of millions of people every single day. Our mission is to empower our professional customers with the information, software solutions, and services they need to make critical decisions, achieve successful outcomes, and save time. Our expert solutions combine deep domain knowledge with technology to deliver both content and workflow automation to drive improved outcomes and productivity for our customers. We are committed to helping professionals improve the way they do business and solve complex problems with our range of digital solutions and services, which we continuously evolve to meet their changing needs. Our 188-year legacy and portfolio represent thousands of customers worldwide. For more information about our solutions and organization, visit follow us on Twitter, Facebook, and LinkedIn. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume. 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. In 2024 we were awarded Ragan’s Top Places to Work for Employee Wellbeing: Large Organization, in recognition of our commitment to maintaining and enhancing the well-being of our colleagues through our ‘Together we thrive’ well-being program. 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. GDPR Careers Privacy and Cookies Wolters Kluwer (“we” or “us”) wants to inform you about the ways we process your personal information. In this Privacy & Cookie Notice we explain what personal information we collect, use and disclose. You'll find details related to GDPR and other data privacy policies on our Careers Privacy and Cookies page.

Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Senior Financial Planning Analyst in New York, NY vacancy
  • $85.6k - $149.4k

     ...About the Role: As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision... 
    Senior
    Work at office

    Wolters Kluwer

    New York, NY
    3 days ago
  • $20 per hour

    A well-respected client is seeking a remote Senior Financial Planning Analyst to join their team. The ideal candidate will come from a $20-100M PE-backed SaaS. Requirements Bachelor's degree required (MBA/CPA/CFA preferred) 3+ years of FP&A experience required; exposure... 
    Senior
    Remote work

    Frederick Fox

    New York, NY
    1 day ago
  • Position Overview The Senior FP&A Analyst provides valuable insights and financial analysis to the lines of business to be used for strategic decision making. The...  ...continuous improvement in reporting, forecasting, planning and financial analysis, and provides support for... 
    Senior
    Long term contract
    Monday to Friday

    PSECU Pennsylvania State Employees Credit Union

    New York, NY
    4 days ago
  • $95k - $162.5k

    Sr. Associate, Financial Planning Analyst Location Designation: Hybrid - 3 days per week Our New York Life culture has laid the foundation for over...  ...Strategic Capabilities Finance department is looking for a Senior Associate - Financial Planning & Analysis. This role... 
    Senior
    3 days per week

    Itlearn360

    New York, NY
    3 days ago
  • $98k

     ...Location: New York, NY, New York Type: Direct Hire Job #1094 Salary: $98,000 Financial Planning & Analysis Analyst LOCATION: New York, NY ORGANIZATION: Multinational U.S. Based Law Firm COMPENSATION: Base salary up to $108... 
    Suggested
    Local area

    Tripoint Search

    New York, NY
    2 days ago
  • $85k - $105k

     ...Meyerson Jewish Community Center of Manhattan (the JCC) is seeking a highly organized, detail-oriented, and analytical Financial Planning & Analysis (FP&A) Analyst to join our Finance team. Reporting directly to the VP of Finance, the FP&A Analyst will join a high-performing,... 
    Full time
    Local area
    Remote work
    Monday to Friday

    Marlene Meyerson JCC Manhattan

    New York, NY
    3 days ago
  • $68.9k - $118.05k

    Wolters Kluwer N.V. is hiring a Financial Planning Analyst to work closely with Finance Managers in New York. This hybrid role requires financial analysis, data management skills, and collaboration with senior leadership on key financial tasks. Candidates should have a... 

    Wolters Kluwer N.V.

    New York, NY
    3 days ago
  •  ...product lines. Contribute to capital planning, forecasting, and modeling, including...  ...Analyze earnings, profitability, and overall financial performance. Prepare reports for...  .... Work collaboratively with senior leadership and various departments, such... 
    Senior
    Work at office

    Phaxis

    New York, NY
    6 days ago
  • $90k

     ...for the people around us and our planet. Job Summary The Senior Financial Analyst will be key Business Partner to various stakeholders within...  ...& Skills ~3-5 years of experience in financial planning, analysis and modeling ~ Retail/Wholesale experience ~... 
    Senior

    LOccitane En Provence

    New York, NY
    5 days ago
  • $70k - $95k

     ...Senior Financial Analyst The Finance team is responsible for protecting the Company's financial assets, mitigating financial risks and reporting...  ...department is comprised of three main pillars: Financial Planning & Analysis (FP&A), Accounting, & Treasury. As the Senior... 
    Senior
    Flexible hours

    Hermès

    New York, NY
    4 days ago
  • $37.05 - $44.62 per hour

    FP&A Analyst (Financial Planning and Analysis Analyst) Location: Manhattan, NY Responsibilities Develop and implement financial planning and analysis...  ...Provide financial insights and recommendations to senior management for decision‑making purposes Conduct financial... 
    Hourly pay
    Contract work
    Relocation
    Monday to Friday
    Shift work

    kozmetickesluzby.vecnakraska.sk - Jobboard

    New York, NY
    2 days ago
  •  ...access to inclusive, values‑driven financial services. Regulated by the Federal Reserve...  ...reality. Now Hiring: Financial Planning & Analysis (FP&A) Analyst We’re looking for a Financial...  ...actionable insights and recommendations to senior management. Thrive at Climate First... 
    Full time
    Temporary work
    Bank staff
    Immediate start
    Remote work

    Climate First Bank

    New York, NY
    1 day ago
  • $75k - $95k

     ...Senior Financial Analyst The Senior Financial Analyst will work from our New York office twice per week (Mondays and Wednesdays) and can choose...  ...insightful reports, and supporting strategic financial planning initiatives. The ideal candidate will possess strong analytical... 
    Senior
    Work at office
    Remote work
    Home office
    3 days per week

    Acquis Consulting Group

    New York, NY
    17 hours ago
  • $90k - $105k

     ...Thank you for considering Progyny! We are recruiting for a Senior Financial Analyst for our Company. You will be supporting a team that...  ...that support decision making and helps ensure alignment of planned actions and targets to company goals. This role is an integral... 
    Senior
    Summer work
    Work at office
    Remote work
    Flexible hours
    3 days per week

    Progyny

    New York, NY
    3 days ago
  • $73.55k - $103k

     ...Job Responsibilities The Senior Financial Analyst will actively participate in supervising and developing a team of Financial Analysts...  ...Five (5) years of progressive work experience in Financial Planning & Analysis/Management Consulting/Corporate Strategy or Development... 
    Senior
    Work experience placement
    Flexible hours
    Night shift

    Resorts World New York City

    New York, NY
    2 days ago
  • $125k - $140k

     ...Salary: $125,000/year - $140,000/year Position Summary: Children's Aid is creating a new Senior Financial Analyst role to strengthen the organization's financial planning, analysis, reporting, and data-driven decision-making capabilities. Working closely with the... 
    Senior
    Contract work
    Work at office
    Local area

    Children's Aid

    New York, NY
    2 days ago
  • $73.6k - $128.8k

     ...controllership, informed decision making, and drive alignment of financial plans across a growing innovation portfolio. From here, you will...  ...with all types of stakeholders, from other finance analysts, to program/project managers, to executives, across multiple... 
    Senior
    Flexible hours

    Amazon

    New York, NY
    1 day ago
  • $93.6k - $122.85k

     ...About the Role The Senior Analyst, Actuarial contributes in supporting Oscar's network performance...  ...contract terms to inform budget planning, pricing strategies, and overall company...  ...provider contracts and networks, and the financial impact of contract negotiations.... 
    Senior
    Contract work
    For contractors
    Work at office
    Flexible hours

    Namely

    New York, NY
    4 days ago
  • $115k - $130k

     ...Senior Analyst, FP&A New York Thanks for your interest in Success Academy! Running a large...  ...to our budgeting and long-term financial modeling processes as we rapidly expand...  ...Responsibilities Include: Strategic Financial Planning & Forecasting: Establishing standard... 
    Senior
    Temporary work

    Success Academy™

    New York, NY
    17 hours ago
  • Houston Baptist University is looking for a Financial Analyst to join the Financial Operations department. The role involves assisting in the planning, development, and coordination of financial analyses, budgeting, and reporting. Candidates should have a Bachelor’s degree... 

    Houston Baptist University

    New York, NY
    2 days ago
  • $101.84k - $133.67k

     ...Hi, we're Oscar. We're hiring a Senior Actuarial Analyst to join our Actuarial team. Oscar is the...  .../documentation standards. Financial Strategy: Develop recommendations for...  ...data-driven insights for the financial planning process. Trend Analysis: Identify... 
    Senior
    Full time
    Work at office
    Flexible hours

    Oscar Health

    New York, NY
    3 days ago
  • Limble seeks a Senior Financial Analyst to enhance financial modeling and forecasting for business decisions. This role involves close collaboration...  ...with executive leadership and supports strategic financial planning. The ideal candidate will have 3-5 years of finance... 
    Senior
    Remote job

    Limble

    New York, NY
    3 days ago
  • $100k - $130k

     ...Position Summary The Senior Actuarial Analyst ("SAA") plays an important role in supporting the commercial...  ...assess profitability and inform business unit financial objectives. Assisting in maintaining and updating complex rating plans. Working with Underwriting and IT teams... 
    Senior
    Temporary work
    Work at office
    Flexible hours
    3 days per week

    IFG Companies

    Jersey City, NJ
    4 days ago
  • $125k - $140k

     ...350‑year heritage, MSIG USA brings the financial strength, expertise, and global footprint...  ...commercially‑oriented and data‑driven Actuarial Analyst to support actuarial functions through...  ...analyses, and/or reserving, financial planning and risk modelling. Collaborate with... 
    Senior
    Temporary work
    Local area
    Flexible hours

    MSIG Holdings USA, Inc.

    New York, NY
    3 days ago
  • $125k - $150k

     ...We think it's the most interesting data asset on the planet, because it's the most culturally relevant. What You'll Do Financial Planning & Modeling Maintain and evolve the company's integrated financial models, including detailed P&L, balance sheet schedules... 
    Senior

    Samba TV

    New York, NY
    17 hours ago
  • A major data center provider is looking for a Senior Financial Modeling Analyst to drive financial recommendations and business case modeling. The role requires 8-10 years of experience in financial planning & analysis and strong communication skills. Ideal candidates will... 
    Senior
    Remote job
    Flexible hours

    NTT DATA North America

    New York, NY
    1 day ago
  •  ...seeks a Telecom Services & Expense Management professional. This role includes optimizing processes for invoice management, financial planning, and variance reporting, ensuring effective budget adherence. Candidates should have a BS in Finance or related fields, 10 years... 
    Work at office

    Robotics Prcocess Automation, LLC

    New York, NY
    17 hours ago
  •  ...Services & Expense Management. The role involves establishing and optimizing processes related to budgeting, invoice auditing, and financial analysis. Ideal candidates will possess a BS degree in Finance or related fields and 10 years of relevant experience. Strong... 
    Work at office

    Cloud Hybrid Technologies, LLC

    New York, NY
    7 days ago
  •  ...Job Description The Senior Financial Analyst will play a critical role in supporting financial planning, analysis, and reporting for our Claims Solutions Division. This is a hands-on and highly analytical role that will cross-functionally partner with our Accounting... 
    Senior
    Work at office
    Flexible hours

    Verisk Analytics

    Jersey City, NJ
    17 hours ago
  • $90k - $105k

    You will be supporting a team that provides forward‑looking financial analysis and insights that support decision making and help ensure alignment of planned actions and targets to company goals. This role is an integral member of the finance team and will partner cross... 
    Senior
    Visa sponsorship
    Free visa

    Progyny, Inc

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Planning Analyst. Be the first to apply!