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Senior Finance Analyst

Wolters Kluwer • Waltham, MA 02454 • Posted 1 day ago

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Hybrid • Full-time • $93,400-$130,600/yr • Senior Level

Job Highlights

Using AI ⚡ to summarize the original job post

As a Senior Finance Analyst at Wolters Kluwer Tax & Accounting Preparer Market, you will be involved in the business transformation of the company, focusing on process improvement and data warehouse tools. This role involves managing costs, ad hoc reporting, financial planning and analysis tasks, and driving efficient processes for budgeting and forecasting. You will report directly to the Director of Finance and work closely with the Preparer organization to provide financial analytic support and insights.

Responsibilities

  • Participate in the month-end, quarter-end, and year-end closing activities, including processing journal entries and accrual transactions.
  • Analyze financial results and identify reasons for variances to forecast, plan, and prior periods.
  • Provide proactive financial analytic business support for the Preparer organization.
  • Develop annual budget and identify cost and sales expectations along with supporting strategic and tactical plans.
  • Complete analysis of monthly results, including variance explanations.
  • Prepare and complete monthly reporting requirements.
  • Identify risks and opportunities and bring these to the attention of senior leadership teams promptly.
  • Build queries from data warehouses for value-added reporting.
  • Provide ad-hoc financial reporting and decision support.
  • Promote process improvements and best practices to promote efficiency of the planning and reporting processes.

Qualifications

Required

  • Bachelor's degree in accounting or finance preferred or related degree; or equivalent experience.
  • 2 or more years of financial planning, analysis, budgeting, and forecasting experience within business unit and/or corporate experience.

Preferred

  • MBA or similar advanced degree.
  • Data analytics skills with the ability to draw appropriate conclusions from the analysis of information.
  • Perform data reconciliations and summaries for executive review.
  • Excel proficiency, and experience with SAP, Business Warehouse (BW), and planning reporting software such as Hyperion and Infor (GEAC).
  • Work throughout the company in a global, matrixed, and regulated organization.

About Wolters Kluwer

Wolters Kluwer is a global provider of information and services for legal, tax, accounting, finance, healthcare, and compliance professionals. The company offers online research platforms and tools to improve productivity and mitigate risks. Founded in the Netherlands in 1836, Wolters Kluwer operates in over 180 countries and is known for its expertise and reliable knowledge in various industries.

Full Job Description

**LOCATION:** Kennesaw GA (Hybrid - 8 days a week in the office) preferred, but we are open to other office locations. See locations listed on the posting.

**OVERVIEW**

Are you a high performing Senior Financial Analyst with experience with process improvement and skills to use data warehouse tools? Join us in the business transformation of Wolters Kluwer Tax & Accounting Preparer Market.

You will report directly to the Director of Finance and will function as a partner for managing costs and other ad hoc reporting across Preparer organization.

You will work on various financial cost planning and analysis tasks, including month-end close, monthly management reporting, annual budget, forecasting, financial modeling, and other ad-hoc analysis. You will also help identify and drive efficient processes for budgeting and forecasting of expenses, and operational reporting. You may be asked to work extra hours during peak workload times. This is an individual contributor role.

**RESPONISBILITIETS**

+ Participate in the month-end, quarter-end, and year-end closing activities:

+ Process necessary journal entries and accrual transactions.

+ Analyze financial results and identify the primary reasons for the variances to forecast, plan, and prior periods.

+ Provide proactive insightful financial analytic business support for the Preparer organization:

+ Develop annual budget and identifying cost and sales expectations along with supporting strategic and tactical plans.

+ Complete analysis of monthly results, including variance explanations.

+ Prepare and complete monthly reporting requirements.

+ Identify risks and opportunities and bring these to the attention of senior leadership teams promptly and make recommendations for appropriate actions.

+ Build queries from data warehouses extracting useful data for ongoing value-added reporting.

+ Provide ad-hoc financial reporting and decision support.

+ Promote process improvements and best practices to promote efficiency of the planning and reporting processes.

**QUALIFICATIONS**

**Education** bachelor's degree in accounting or finance preferred or related degree; or equivalent experience.

**Experience:** 2 or more years of financial planning, analysis, budgeting, and forecasting experience within business unit and/or corporate experience.

**Preferred Experience:**

+ MBA or similar advanced degree.

+ Data analytics skills with the ability to draw appropriate conclusions from the analysis of information.

+ Perform data reconciliations and summaries for executive review.

+ Excel proficiency, and experience with SAP, Business Warehouse (BW), and planning reporting software such as Hyperion and Infor (GEAC).

+ Work throughout the company in a global, matrixed, and regulated organization.

**TRAVEL:** < 5% for occasional business meetings (1-2 times per year)

**About** **Wolters Kluwer Tax & Accounting**

The digital future has arrived, and the tax and accounting professions are changing. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity, and speed. These needs place a premium on access to active intelligence, Agile systems and integrated workflow solutions - in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting Preparer delivers to professionals.

Wolters Kluwer Tax & Accounting US is a leading provider of tax, accounting and audit information, software and services, and is a division of Wolters Kluwer, a market-leading global information services company. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The CCH® ProSystem fx® Suite, CCH Axcess, TaxWise®, CCH® AnswerConnect®, CCH® IntelliConnect Direct, CCH® Accounting Research Manager® and the U.S. Master Tax Guide®. Wolters Kluwer Tax & Accounting Preparer is based in Kennesaw, GA, with key office locations in Chicago, Dallas, Wichita, New York, Washington, D.C., and Torrance.

\#LI-Hybrid

**Compensation:**

Target salary range CA, CT, CO, HI, NY, WA: $93,400-$130,600

This role is eligible for Bonus.

**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.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.