Associate Director, Financial Planning

Position Summary

The Associate Director, Financial Planning, leads and oversees critical financial planning and business performance activities for the Legal & Regulatory US (LR) Division of Wolters Kluwer.

This highly visible role serves as a strategic business partner to the Divisional CEO, CFO, and Business Unit leadership teams. The Associate Director will play a central role in annual strategy and budget development, quarterly forecasting, business performance analysis, investment prioritization, and the continued evolution of financial processes, tools, and decision support across the Division.

Success in this role requires an intellectually curious, commercial acumen, hands-on senior finance leader who wants to understand the business at a detailed level, its commercial drivers, operating models, systems, processes, and underlying data. The successful candidate will move comfortably between strategic discussions with senior executives and direct engagement in complex analyses and processes to determine what is working, what is not, and how it can be improved.

This is a senior people-leadership role with significant individual-contributor responsibility. The Associate Director will combine strong executive communication and constructive challenge with the ability to establish accountability and drive results while maintaining a collaborative, professional approach. The role also calls for practical fluency in AI, automation, and emerging analytical tools to improve the quality, efficiency, and scalability of Finance and broader divisional processes.

Essential Duties and Responsibilities

• Partner with business and functional leaders to develop processes, governance, and performance frameworks that strengthen ownership, transparency, and accountability.
• Support the annual Budget, VSP strategic planning, and quarterly forecasting processes for the LR Division, including full P&L and Cash Flow.
• Develop a deep understanding of the Divisional businesses, commercial models, operating processes, systems, and value drivers to identify risks, opportunities, and areas for improved performance.
• Translate complex financial, operational, and commercial information into clear insights, recommendations, and actions for senior leadership.
• Ask the questions behind the numbers investigating performance drivers, constructively challenging assumptions, and connecting investments and activities to business outcomes.
• Develop business cases for key investment priorities and establish appropriate governance and performance tracking to ensure financial and operational commitments are delivered.
• Drive greater financial insight into key operational areas while strengthening financial controls, forecast accuracy, and business accountability.
• Lead initiatives to improve management reporting, analytical capabilities, processes, systems, and tools, simplify complexity and improve the speed and quality of decision-making.
• Identify and implement practical opportunities to use AI, automation, advanced analytics, and related technologies to reduce manual effort, enhance analysis, and create scalable efficiencies across Finance and the Division.
• Work across functions to resolve complex business and process challenges, constructively challenging established approaches when opportunities for improvement exist.
• Manage, coach, and develop a high-performing team of financial professionals while remaining actively engaged in analysis, problem-solving, and execution.
• Build an environment in which team members understand the business context behind their work, ask thoughtful questions, develop ideas, and take ownership for outcomes.
• Prioritize and drive multiple initiatives in a dynamic environment with competing demands and high expectations for quality and responsiveness.

Education

Minimum: Bachelor’s degree in finance, Accounting, Economics, or related business field and 7+ years of experience in finance, financial planning, business operations, or related roles.

Preferred: Master’s degree in business administration, Finance, Accounting, or related discipline.

Experience

• Significant progressive experience in financial planning, business partnering, corporate finance, or business operations, including experience leading and developing professional-level employees.
• Demonstrated ability to operate successfully as both a people leader and an individual contributor, personally engaging in complex analysis and problem-solving when required.
• Intellectual curiosity and ability to quickly develop a deep understanding of complex businesses, processes, systems, data, and commercial models.
• Strong business analytics capabilities, with a demonstrated ability to identify root causes, develop insights, and translate analysis into actionable recommendations.
• Strong financial analysis, forecasting, scenario modeling, business performance management, and investment evaluation capabilities.
• Demonstrated success partnering with executives and senior leaders, influencing decisions without relying solely on positional authority, and driving complex issues toward resolution.
• Experience developing and implementing successful financial or operational strategies in a complex, cross-functional organization.

Other Knowledge, Skills, and Abilities

• Executive presence and exceptional written and verbal communication skills, including the ability to simplify complex topics and communicate a clear point of view.
• Confident, constructive communication style; able to ask difficult questions, challenge assumptions, and push for outcomes while building trusted relationships.
• Strong understanding of accounting principles and financial management, with the ability to synthesize quantitative and qualitative information into an aligned recommendation and action plan.
• Highly self-motivated and comfortable operating with ambiguity; able to independently identify what needs to be done and drive work forward without extensive direction.
• Approachable and collaborative leadership style combined with high expectations for quality, accountability, and results.
• Advanced proficiency with financial modeling, Excel, PowerPoint, enterprise financial systems, data visualization, and analytical tools; comfort rapidly learning and adopting new technologies.

Location

Hybrid work schedule with an expectation of working approximately two days per week in the New York City office alongside the 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:

$133,400.00 - $238,400.00 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.

Be the Difference

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.

About Wolters Kluwer

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 www.wolterskluwer.com, or follow us on LinkedIn, Instagram and Facebook.

Tips & Tricks - Resumes

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.

Building Diverse Teams

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.

Our Global Well-being Program

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.

Equal Opportunity Employer

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.