Financial Planning Analyst

Role overview

Financial Planning Analyst at Wolters Kluwer

As a Financial Planning Analyst, you'll take on more responsibility in the preparation and analysis of financial documents.

You'll support a variety of financial processes and projects, focusing on the analysis of financial data to provide insights that support organizational decisions.

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.
• Skills:
• 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.
• 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
• 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.

Employment details

• Location: IND-Pune-Smartworks [India]