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Director, Financial Planning

Role overview

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline
  • Significant experience in Financial Planning & Analysis (FPA), corporate finance, or strategic finance leadership roles
  • Proven experience leading managers and developing high-performing finance teams
  • Professional finance qualification (CPA, ACCA, CIMA, CFA, or equivalent) is advantageous

Responsibilities

  • Lead and develop a team of finance managers and financial planning professionals
  • Own and drive the annual budgeting, forecasting, and long-range planning processes
  • Partner closely with executive leadership to provide financial insights that support strategic business decisions
  • Analyze complex financial data, market trends, and business performance metrics to identify risks and opportunities

Key facts

Hard skills

Other skills

  • Budgeting
  • Forecasting
  • Business Acumen
  • Team Leadership
  • Communication

About the company

Wolters Kluwer logo

Wolters Kluwer

Information Services & Data Providers

Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

Company details

Company typeLarge
IndustryInformation Services & Data Providers
Company size10001

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Job description

About the Role


We are seeking a strategic and commercially focused Director, Financial Planning to lead financial planning and analysis activities across the organization. This role will be responsible for driving financial performance, leading planning and forecasting processes, developing high-performing teams, and providing actionable insights that support executive decision-making. As a trusted partner to senior leadership, you will play a critical role in shaping business strategy, identifying opportunities for growth, and ensuring the organization meets its financial objectives.


Key Responsibilities

  • Lead and develop a team of finance managers and financial planning professionals, fostering a culture of accountability, collaboration, and continuous improvement.
  • Own and drive the annual budgeting, forecasting, and long-range planning processes across the organization.
  • Partner closely with executive leadership to provide financial insights that support strategic business decisions.
  • Analyze complex financial data, market trends, and business performance metrics to identify risks and opportunities.
  • Prepare and deliver executive-level presentations, financial reports, and business performance updates.
  • Develop and implement financial strategies that support the organization's short-term and long-term objectives.
  • Lead financial modelling activities to evaluate business scenarios, investments, and strategic initiatives.
  • Ensure compliance with financial policies, controls, and regulatory requirements.
  • Drive process improvements and finance transformation initiatives that enhance efficiency, accuracy, and business impact.
  • Monitor performance across multiple business functions and provide recommendations to improve profitability and operational effectiveness.
  • Support mergers, acquisitions, investments, and other strategic business initiatives as required.

Required Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
  • Significant experience in Financial Planning & Analysis (FP&A), corporate finance, or strategic finance leadership roles.
  • Proven experience leading managers and developing high-performing finance teams.
  • Demonstrated success partnering with executive leadership and influencing strategic business decisions.
  • Strong understanding of financial planning, forecasting, budgeting, and performance management.
  • Advanced financial modelling and analytical capabilities.
  • Experience operating within a complex, multinational organization is preferred.
  • Professional finance qualification (CPA, ACCA, CIMA, CFA, or equivalent) is advantageous.

Key Competencies

  • Strategic Financial Leadership
  • Executive Stakeholder Management
  • Financial Planning & Analysis
  • Business Partnering
  • Financial Modelling & Scenario Planning
  • Commercial Acumen
  • Team Leadership & Development
  • Change & Transformation Management
  • Risk Management & Governance
  • Communication & Executive Presentation Skills

What Success Looks Like

In this role, you will deliver meaningful business impact by providing strategic financial guidance, improving financial performance, strengthening planning capabilities, and enabling leadership teams to make informed, data-driven decisions that support the organization's long-term growth objectives.

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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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