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Financial Planning Associate Director

wk USA - Riverwoods, IL Full-time
$153,200
per year

Job Description


As a Financial Planning Associate Director, you'll lead complex financial projects with considerable autonomy. You will provide expert financial guidance, support strategic planning efforts, and make substantial contributions to the organization's financial health and strategy.

Responsibilities:
• Lead the development of complex financial reports and analysis.
• Provide expert financial insights and strategic recommendations.
• Oversee the development and refinement of advanced financial models.
• Drive and implement sophisticated financial forecasting processes.
• Analyze and interpret financial performance and economic trends.
• Collaborate on high-impact financial strategy initiatives.
• Ensure compliance with evolving financial regulations and standards.
• Identify and mitigate financial risks.
• Advise on financial implications of business decisions.
• Present financial insights and strategic recommendations to senior management.

Skills:
• Expert Analysis: Highly proficient in complex financial analysis and interpretation.
• Strategic Modeling: Expert in developing and refining advanced financial models.
• Forecast Leadership: Leading sophisticated financial forecasting processes.
• Compliance Expertise: Ensuring adherence to financial regulations and standards.
• Risk Management: Expert in identifying and mitigating financial risks.
• Strategic Advisory: Advising on financial implications of strategic decisions.
• High-impact Collaboration: Collaborating on and driving high-impact financial strategy initiatives.
• Presentation Skills: Effective in presenting financial insights to senior management.

• Contributes expert and has broad knowledge across field of specialization serving as a senior advisor to management
• Anticipates business and industry issues and recommends to the development of departmental or area strategy
• Solves unique problems that have a broad impact on the business
• Recognized as an internal expert on improvements to products, processes or services
• Leads project or initiatives across departments or areas with notable risk and complexity
• Impacts the direction and resource allocation for projects across departments or areas
• Communicates complex ideas (internally and externally) and persuades senior level to adopt a different point of view
• Progression to this level is typically based on business requirements

Requirements:

• Bachelor’s degree in finance or accounting
• 7 or more years of experience as a Financial Analyst, including roles in Accounting, Financial Planning and Analysis, Corporate Reporting

• Strong communication skills, both written and verbal, with an ability to be successful in a matrix environment

• Ability to manage 1-3 direct reports
• Ability to work effectively under tight deadlines and deliver timely and quality results with a focus on accuracy and integrity of data
• Ability to work on multiple projects and changing priorities in a demanding, fast-paced environment
• Ability to synthesize and evaluate complex data
• Capacity to identify underlying principles, reasons or factors of information by breaking down into components; ability to uncover and explain the cause and effect of data disparities
• Advanced level of proficiency with Microsoft Excel and ability to implement complex functions (i.e. Pivot Tables, VLookup, imbedded “IF” statements, macros, etc.)
• Function as an integral part of the finance team and build positive relationships and credibility
• Comfortable communicating cross-functionally and with geographically distributed, virtual teams and various levels of leadership including executive level management
• Self-motivated and demonstrated ability to work on own initiative

Preferred Qualifications:

• Experience in a large global organization

• Experience with SAP, Tagetik

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $153,200 - $216,850

Company Information

Location: Not specified

Type: Not specified