Financial Planning Analyst

About the Role

As a Financial Planning Analyst, you'll be immersed in fundamental financial tasks that support the broader financial planning and reporting efforts of the organization. You will gain hands-on experience in analyzing financial data, preparing basic reports, and assisting with financial forecasting. Your work will directly contribute to the team's ability to make informed financial decisions.

Key Responsibilities

• Assist in the preparation of basic financial reports.
• Collect and organize financial data from various sources.
• Perform preliminary financial analysis under supervision.
• Contribute to the maintenance and update of financial models.
• Support the preparation of periodic financial forecasts.
• Aid in the preparation of budget documentation and schedules.
• Input data into financial systems and ensure accuracy.
• Assist in monitoring sales and other financial trends.
• Participate in economic research and studies as directed.
• Provide administrative support for financial planning activities.

Requirements & Tech Stack

• Financial Data Entry: Proficient in entering and verifying financial data.
• Basic Analysis: Ability to perform initial stages of financial analysis.
• Data Organization: Skilled at organizing and structuring financial information.
• Report Preparation: Understanding of basic financial report formats.
• Forecasting Assistance: Assisting in the preparation of financial forecasts.
• Financial Systems: Basic familiarity with financial software and tools.
• Trend Monitoring: Able to assist in identifying financial trends.
• Administrative Support: Competent in providing administrative tasks related to financial activities.
• Requires basic knowledge of theories, principles and concepts within discipline.
• Applies general knowledge of business and industry gained through education or experience.
• Performs routine assignments and uses established policies and procedures to solve standard problems.
• Receives instruction, guidance and direction from more senior level team member.
• Impacts own work and has limited impact on work team.
• Communicates straightforward information.

Qualifications

• No specific qualifications are explicitly listed beyond the skills and knowledge mentioned in the "Requirements & Tech Stack" section.

Note: Candidates may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process. Candidates are expected to participate in interviews without AI assistance.