Senior Financial Planning Analyst
$78.4k - $136.95kWolters Kluwer Financial Services
Job SummaryAs 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.ResponsibilitiesProduce 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.Present financial insights to management as needed.SkillsComprehensive 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.Presentation Skills: Capable of presenting financial data and insights effectively. Month-End Close: Recording of various journal entries as required (accruals/prepaids).Accounting Principles: Strong understanding of GAAP (expense recognition/CAPX).QualificationsBachelor’s degree in finance or accounting.5+ years of experience in financial analysis, financial planning & analysis, or accounting.Strong proficiency in Microsoft Excel including advanced formulas, pivot tables and modeling.Our Interview PracticesTo 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:$78,400.00 - $136,950.00 USDThis 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. SummaryLocation: USA - Riverwoods, IL; USA - New York City, NY; USA - Wichita, KSType: Full time
- Department:SOM Wichita Administrative and Financial Services (AFS)-----AFS StaffPosition... ...StaffJob Description Summary:The Financial Analyst prepares, analyzes, and monitors... ...efficiency. Perform all aspects of financial planning, analysis, and reporting; manage the business...SuggestedFull timeContract workWork experience placementWork at officeMonday to Friday
- ...KAES) is seeking a contribution-minded Senior Accounting Analyst to join our Finance, Accounting &... ...organization supporting SG&A accounting and financial analysis. This role partners closely... ...engaged in annual and quarterly planning processes, providing forward-looking...SeniorFlexible hours
- ...Augmentis is assisting our client, a leading aero and industrial gas turbine components manufacturer, in recruiting a Financial Analyst to support plant budgeting, forecasting, monthly closes, and cost analysis. This role offers full relocation assistance and a 30–60 day...SeniorRemote workRelocationRelocation package
$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior... ...join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise,...Senior- ...make it all possible. As a full-service financial institution, we offer a full range of... ...of a full-time Business Banking Senior Credit Analyst . Description: The Senior Credit... ...outstanding benefits, including: ~401(k) Plan with 6% Match ~ Health/Dental/Vision...SeniorFull timeWork at officeWeekend workAfternoon shift
- ...KAES) is seeking a contribution-minded Senior Operations Finance Analyst to join the Koch Fertilizer... ...leaders understand what is driving financial and operational performance across our... ...meaningful exposure to operations, planning, reporting, and cross-functional problem...SeniorFlexible hours
- ...JobKoch Engineered Solutions is hiring a Senior Analyst, Finance Data and AI in Wichita, KS. As... ...support to build and maintain physical, financial, and emotional strength - focusing on overall... ...on what matters most. Our benefits plan includes - medical, dental, vision, flexible...SeniorFlexible hours
- ...transactions for clients as needed. This role involves having deep conversations with clients to gain in-depth knowledge of their financial priorities and connecting them to solutions that meet their financial goals. This position is open for the entire market and the specific...Shift workWeekend workDay shift
$24.5 - $30 per hour
...Busey Bank is seeking a Senior Relationship Banker to drive sales and operational excellence in Wichita, Kansas. The role involves complex transaction handling, customer relationship management, and training of front-line associates. The ideal candidate will have at least...Hourly pay$20.55 - $25.05 per hour
...more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure... ...additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. #LI...Hourly payPart timeMonday to FridayShift work- ...Job Description Job Description Financial Analyst or Senior Financial Analyst – West Michigan | Full Relocation Package Offered Relocate to... ...match with employer contributions to your Retirement Savings Plan each pay period ~ Robust training programs and a...SeniorContract workWork at officeRemote workRelocationVisa sponsorshipRelocation package
- ...SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank...Temporary workWork at office
- ...Job Description Job Description Financial Analyst – Fontana, CA | Full Relocation Package Offered Relocate to Southern California's... ...day one Employer contribution to your Retirement Savings Plan every pay period A vibrant, collaborative culture where cross...SeniorContract workWork at officeRemote workRelocationVisa sponsorshipRelocation packageWeekend work
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Senior Accounting Analyst At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company. Additionally, everyone has individual...Senior
- ...Position Title: Wealth Advisor The Wealth Advisor role presents an exciting opportunity for individuals passionate about financial planning and client development. This position is pivotal in guiding clients through their wealth management journey while building and...
- ...Financial Advisor Opportunity Join a 25-year-old Registered Investment Advisor serving 650+ households, managing $1B+ in assets... ...your practice with the help of local and national resources for planning, investments, operations, technology, and compliance....Temporary workInternshipPrivate practiceLocal areaFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...for building an integrated financial planning practice from the ground up. Our college... ...? Full-time student; juniors and seniors preferred Entrepreneurial ambitions...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$100k - $250k
...Financial Advisor Opportunity Wisepath Recruiting (a specialized recruiting division of Wisepath Group) is exclusively retained to... ...®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic...Work at officeLocal area$26.27 - $28.21 per hour
...Financial Aid Advisor The Community Solution Education System is seeking a Financial Aid Advisor for the Financial Aid department.... ...insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts...Full timeWork at officeRemote workFlexible hoursAfternoon shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...Full timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results...Work at officeWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through...Work at officeShift workDay shift
- ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. Responsibilities Own all financial aspects of the Epic-Customer relationship, ensuring accuracy and timeliness...RelocationVisa sponsorshipRelocation package
- ...as a Great Places to Work 2021, 2022, 2023 and 2024. Program Financial Analyst / Tool SME (Deltek Cobra, Oracle, and/or Microsoft tool-sets... ...on a monthly and quarterly basis consisting of operations, planning, program management and EAC reviews. Experience Requirements...Immediate start
$120 - $150 per hour
Seasonal Tax Manager – State and Local Tax – Indirect Location: Anywhere in Country The opportunity You’ll join the team at a critical time, leveraging your expertise to help support our clients. You can expect support from engaging colleagues. You’ll receive ...SeniorHourly paySeasonal workLocal areaRemote workFlexible hours- ...Center of Kansas (CCK) is seeking a full -time, on-site Patient Financial Counselor to join our team in our Wichita , KS offices. The... ...~ Medical Health Care ~ Dental Care ~ Vision Plan ~401-K with a matching component ~ Life Insurance ~...Full timeTemporary workWork at officeMonday to Friday
- ...The Financial Aid Counselor plays a vital role in supporting student success by helping students and families understand, access, and navigate... ...~ Medical, Dental, and Vision Insurance ~403(b) Retirement Plan ~ Paid Time Off (PTO) and approximately 20 paid holidays/...Work at officeLocal area
- ...to 3:30pm. Do you have the career opportunities as a Financial Counselor you want with your current employer? We have an exciting... ..., life, career and retirement of our colleagues. The available plans and programs include: Comprehensive benefits for medical,...Temporary workWork at officeMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planning Analyst. Be the first to apply!
- finance analyst Wichita, KS
- construction financial analyst Wichita, KS
- financial crimes analyst Wichita, KS
- program finance analyst Wichita, KS
- entry level financial analyst no experience Wichita, KS
- commercial finance analyst Wichita, KS
- senior financial analyst remote Wichita, KS
- capital market analyst Wichita, KS
- financial analyst Wichita, KS
- senior manager tax Wichita, KS

