Financial Planning Analyst

About the Role

As a Financial Planning Analyst for Enterprise Legal Management (ELM), you will take on more responsibility in the preparation and analysis of financial documents. You will support a variety of financial processes and projects, focusing on the analysis of financial data to provide insights that support organizational decisions.

Key Responsibilities

• Prepare detailed financial reports and summaries.
• Conduct financial analysis with some supervision.
• Support various financial forecasting processes.
• Assist in the creation and update of financial models.
• Organize and maintain comprehensive financial data records.
• Analyze sales trends and provide insights.
• Contribute to the development of financial plans and budgets.
• Collaborate with team members on financial projects.
• Monitor economic progressions and assist in relevant research.
• Ensure accuracy and consistency in financial documentation.

Requirements & Tech Stack

• Advanced Data Entry: Proficient in detailed financial data entry.
• Financial Analysis: Capable of conducting financial analyses with oversight.
• Modeling Support: Skillful in maintaining and updating financial models.
• Report Generation: Ability to prepare thorough financial reports.
• Trend Analysis: Skilled at analyzing and summarizing financial trends.
• Budget Assistance: Assisting in budget preparation and documentation.
• Research Support: Contributing to economic and financial research activities.
• Collaboration: Effective in collaborating on team financial projects.

Qualifications

• Requires working knowledge and expanded conceptual knowledge in primary job family and broadens capabilities.
• Understands key business drivers and builds knowledge of the company, processes, and customers.
• Performs a range of assignments and solves moderately complex problems under guidance of established policies and procedures.
• Receives a moderate level of guidance and direction.
• Impacts quality of own work and the work of others on the team; may provide informal guidance to new team members.
• Explains complex information to others in straightforward situations.

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