Financial Planning Analyst

ABOUT US

Wolters Kluwer is a global leader in professional information services, providing software and content solutions for legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare professionals. Serving clients in over 180 countries with operations in 40+, the company helps professionals make confident decisions and drive results. Headquartered in Alphen aan den Rijn, the Netherlands, it employs around 21,000 people worldwide.

The Global Finance Shared Services (FSS) is a finance function designed to bring together finance and accounting professionals to streamline and enhance processes and tools. Within FSS, the Finance Centre of Excellence (CoE) in Pune, India, provides centralized financial and analytical support across all Wolters Kluwer divisions. The team, comprising finance professionals and data scientists, focuses on finance reporting harmonization, technology enablement, and reporting and analytics enhancements.

In this role, you would support the Financial Shared Services (FSS) team with reporting, budgeting, and forecasting, while driving process improvements and strategic initiatives. You’d collaborate with finance leaders to enhance performance, provide insights across customer lifecycle processes, and develop revenue models to identify risks and opportunities. Additionally, you'd manage financial planning, reporting, and long-term strategy, with a strong focus on revenue and key performance metrics.

SUPERVISORY RELATIONSHIPS

Reports To : Manager, Finance COE

JOB QUALIFICATIONS

Education :

• Minimum: Bachelor’s degree in finance accounting, or economics or data analytics or 3 years of experience in finance, accounting, or consulting role

• Preferred: Master’s Degree/MBA in finance or CPA, accounting, or economics or data analysis with 2 years of experience in finance, accounting, or consulting role

Experience :

• Experience supporting Technology and Development organizations.

• Ability to meet tight deadlines and deliver quality results.

Technical Skills :

• Proficient in handling large datasets and data analysis.

• Advanced Excel skills, including pivot tables, complex formulas (IF, VLOOKUP, HLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS).

• Skilled in financial analysis, forecasting, and business performance modeling.

• Experienced in KPI development, maintenance, and reporting.

• Strong knowledge of ERP systems, experience with Tagetik and Power BI is a plus.

• Financial decision support and reporting, including cash flow, P&L, and ad hoc reports.

• Expert in MS Office, especially Excel and PowerPoint.

• Quick to learn and adapt to new systems and tools.

• Routine use of AI-enabled tools to support analysis, planning, forecasting, and reporting, with emphasis on applying human judgment as the final control point and ensuring data integrity in all outputs.

Soft Skills :

• Demonstrates strong attention to detail with problem-solving skills.

• Self-motivated, self-managing and able to work independently.

ESSENTIAL DUTIES

Financial Reporting & Analysis:

• Collect, organize, analyze, and interpret financial data to support business decision-making.

• Support month-end close activities, including preliminary reporting, accurate financial closure, and variance analysis.

• Analyze, track, and report on assigned costs and revenues against planning and forecasting benchmarks.

• Conduct cost-per-unit analysis to evaluate and optimize operational expenses.

• Provide insights into key business metrics across multiple functional areas.

Forecasting & Budgeting:

• Lead or assist in corporate forecasting processes, including annual budgeting and long-range planning.

• Develop and maintain forecast models using historical trends, vendor data, and volume metrics.

• Monitor actuals versus forecasts and identify key variances and trends.

Revenue & Volume Management:

• Analyze and monitor revenue streams across customer segments and product lines.

• Support pricing strategies and identify opportunities for revenue growth.

• Understand volume impacts due to customer behavior and seasonal trends.

• Identify correlations between volume and variable costs, including temporary help and overtime.

System & Process Improvement:

• Assist in financial system transitions by understanding current tools and supporting migration to new platforms.

• Drive efficiencies in data collection and improve spreadsheet structures and update processes.

• Contribute to identifying business unit opportunities and new workflows for performance enhancement.

Communication & Professionalism:

• Communicate effectively across formats and audiences, including high-level documentation.

• Uphold corporate values, maintain professionalism, and foster strong relationships with stakeholders.

• Execute various ad-hoc financial and analytical projects as assigned by management.

Stakeholder Management:

• Foster positive and professional relationships with all stakeholders in the workplace for effective collaboration and communication.

OTHER DUTIES

• Proficient in advanced Excel functions (nested IFs, INDEX/MATCH, macros) for large datasets.

• Familiar with Tagetik and Microsoft Access; experience with Power BI/Tableau is a plus.

• Knowledge of statistical tools and techniques such as SAS/R, Python, time series, and regression analysis.

• Self-motivated and able to work independently while managing deadlines effectively.

• Comfortable with ambiguity and adaptable to evolving roles and undefined processes.

• Flexible in adjusting communication and detail levels based on audience needs.

• Strong written and verbal communication skills; capable of drafting high-level documents with precision.

TRAVEL REQUIREMENTS

Minimal travel might be required.

PHYSICAL DEMANDS

Working from the Kalyani Nagar, Pune office on a hybrid schedule 8 Days a Month (Monday & Tuesday)

 

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They are not intended to be an exhaustive list of all duties and responsibilities and requirements.

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.

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.