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Financial Planning Director
full-timeDallas, Kennesaw, Minneapolis$137k - $246k

Summary

Location

Dallas, Kennesaw, Minneapolis

Salary

$137k - $246k

Type

full-time

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About this role

About the Role:
As a Financial Planning Director, you will support the Strategy / M&A and Global Revenue Operations teams across the organization. You will manage high-impact financial initiatives ensuring alignment with organizational goals. You will lead the development of strategic financial insights, drive process improvements, and ensure comprehensive financial analysis to support informed decision-making across the organization.

Responsibilities:
• Manage and oversee high-impact financial planning and analysis projects.
• Ensure financial initiatives align with organizational goals and strategies.
• Lead the preparation and review of comprehensive financial reports.
• Develop and refine strategic financial models and forecasting methods.
• Drive process improvements within the financial planning function.
• Provide in-depth analysis of financial performance and market trends.
• Collaborate with senior leadership on strategic financial planning.
• Identify and address organizational financial risks and opportunities.
• Ensure all financial practices comply with standards and regulations.
• Communicate strategic financial insights and recommendations to top management.

Skills:
• Comprehensive Analysis: Expert in high-level financial analysis and performance review.
• Strategic Modeling & Forecasting: Leading the development of strategic financial models.
• Process Improvement: Driving financial process improvements and efficiencies.
• Market Analysis: Analyzing market trends to inform strategic decisions.
• Risk & Opportunity Management: Identifying and managing financial risks and opportunities.
• Regulatory Compliance: Ensuring financial compliance with standards.
• Strategic Alignment: Aligning financial initiatives with organizational goals.
• Leadership Communication: Communicating strategic insights effectively to top management.
• Recognized as a thought leader and requires expertise in leading-edge theories or techniques within own field
• Influences business or industry issues
• Proactively identifies and solves problems that impact the direction of the business
• May participate in the development of the business strategy
• Leads highly visible programs or initiatives across the organization
• Impacts business direction through the development of innovative services or products
• Negotiates with senior level and external stakeholders to influence decisions
• Progression to this level is typically based on business requirements

Minimum Requirements

  • Bachelors in Finance or related
  • 5-7+ years of experience in FP&A, Revenue Operations, or a related commercial finance function within a commercial or revenue‑driven environment.
  • Demonstrated experience partnering with senior‑level executives and operating confidently in high‑visibility environments.

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:

$137,900.00 - $246,350.00 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.

Other facts

Tech stack
Comprehensive Analysis,Strategic Modeling & Forecasting,Process Improvement,Market Analysis,Risk & Opportunity Management,Regulatory Compliance,Strategic Alignment,Leadership Communication

About Wolters Kluwer

Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions, and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology. Wolters Kluwer reported 2024 annual revenues of €5.9 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

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.

Beware of Recruitment Fraud! 🔒

Scammers may pose as Wolters Kluwer, offering fake job opportunities and requesting personal info or payments. Protect yourself:

  • Apply only via our secure Workday hub on our Careers page.
  • Our recruiters never ask for banking info or payments.
  • We don't use public email accounts (e.g., Hotmail, Yahoo, Gmail).

Report suspected fraud: [email protected]. If you've made a payment, contact local authorities.

Read more here - https://careers.wolterskluwer.com/en/recruitment-fraud-alert

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Software Development
Founding Year: 1836

What you'll do

  • The Financial Planning Director will manage high-impact financial initiatives and ensure alignment with organizational goals. They will lead the development of strategic financial insights and drive process improvements.

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Frequently Asked Questions

What does Wolters Kluwer pay for a Financial Planning Director?

Wolters Kluwer offers a competitive compensation package for the Financial Planning Director role. The salary range is USD 138k - 246k per year. Apply through Clera to learn more about the full compensation details.

What does a Financial Planning Director do at Wolters Kluwer?

As a Financial Planning Director at Wolters Kluwer, you will: the Financial Planning Director will manage high-impact financial initiatives and ensure alignment with organizational goals. They will lead the development of strategic financial insights and drive process improvements..

Why join Wolters Kluwer as a Financial Planning Director?

Wolters Kluwer is a leading Software Development company. The Financial Planning Director role offers competitive compensation.

Is the Financial Planning Director position at Wolters Kluwer remote?

The Financial Planning Director position at Wolters Kluwer is based in Dallas, Texas, United States and Kennesaw, Georgia, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Financial Planning Director position at Wolters Kluwer?

You can apply for the Financial Planning Director position at Wolters Kluwer directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Wolters Kluwer on their website.