Wolters Kluwer US | Financial Planning Manager

Responsibilities

• This highly visible role serves as a strategic business partner to the Sales, Professional Services, and Pricing leaders.
• The candidate will collaborate with senior leaders to develop robust sales and revenue forecasts, translate commercial activity into financial outcomes, and provide actionable insights that support business decision-making.
• This role will have responsibility for understanding sales pipeline activity and revenue conversion across our Enterprise Software and Transactional SaaS businesses, and for clearly communicating the key assumptions, risks, and opportunities underlying the revenue outlook.
• Your recruiter can share more information about the specific offer for the job location during the hiring process.
• Build detailed sales and revenue forecasts, working together with cross-functional business partners.
• Support the annual Budget, VSP strategic planning, and quarterly forecasting processes for the ELM business.
• Develop a deep understanding of the ELM business: our commercial models, operating processes, systems, and value drivers to identify risks, opportunities, and areas for improved performance.
• Own the financial analysis and forecasting of key Transactional SaaS business indicators, including churn, renewals, and ARR.
• Develop and enhance revenue forecasts for the transactional business using volume-based forecasting models, partnering with Data Science to improve forecasting methodologies, model accuracy, and predictive capabilities.
• Analyze pipeline activity, win rates, deal timing, sales mix, and other commercial drivers to assess risks and opportunities to the sales forecast.
• Lead projects across departments or areas with a variety of resource requirements, risk, and/or complexity.

Requirements

• Strong sense of ownership and initiative, with the ability to independently drive work forward, proactively identify issues and opportunities, and follow through to completion.
• Strong business analytics capabilities, with a demonstrated ability to identify root causes, develop insights, and translate analysis into actionable recommendations.
• Advanced proficiency with financial modeling, Excel, PowerPoint, data visualization, and analytical tools; comfort rapidly learning and adopting new technologies.
• Intellectual curiosity and ability to quickly develop a deep understanding of complex businesses, processes, systems, data, and commercial models.
• Experience interacting with, and presenting to, senior leadership.
• Experience in a SaaS, software, or recurring-revenue business model is preferred.
• Experience with planning and reporting software such as NetSuite or Tagetik preferred.
• Our interview process is designed to assess your individual skills, experiences, and communication style.
• To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process.

Wolters Kluwer N.V.

Wolters Kluwer was formed in 1987 when the publisher Kluwer merged with Wolters-Samsom, a combination whose roots reach back to a Groningen schoolbook publisher founded in 1836. It is headquartered in Alphen aan den Rijn in the Netherlands, and its shares are listed on Euronext Amsterdam. The group supplies information, software and services to professionals in legal, business, tax, accounting, finance, audit, risk, compliance and healthcare, and is organised in five divisions.

• Industry: Information, software and services for professionals in legal, tax and accounting, health, finance, risk and compliance, and corporate performance
• Headquarters: Alphen aan den Rijn, Netherlands (listed on Euronext Amsterdam as WKL)