Wolters Kluwer is Hiring Bachelor’s/ Master’s (Data Analysis, Finance, Accounting, or Economics)/MBA As Financial Planning Analyst At Pune Full Time

Under general supervision, responsible for conducting and documenting moderate to complex financial analysis projects. Brings inconsistencies and problems to the attention of management.

Basic Function

The Finance Analyst within Wolters Kluwer GRC will support the Financial Manager in identifying financial strategic needs and directions for GRC. In addition, this individual will assist in driving the identification and articulation of business unit opportunities and challenges in order to optimize performance, contribute to strategic initiatives, and identify opportunities for improving financial performance.

The Finance Analyst will provide the analytical back bone for Business Performance Assessment (BPA) initiatives for the GRC Business Units. He/she will provide analytical and strategic support to align BU efforts towards all processes for Customer Lifecycle Management including New Sales and Pipeline Reporting, Customer Onboarding tracking, renewal management, pricing and retention and risk Management. This will involve developing and maintaining revenue models centered around all of the above areas and create early indicators for risks and opportunities.

This position will help scale up the BPA module across all GRC Business Units. Establishing Key Performance Indicators (KPIs) to measure and analyze business units’ performance. Concentrated efforts in these areas will help support the Business Unit Finance Teams in all FP&A including Financial Planning, Financial Reporting & Financial Analysis. The position will support the team to manage and report the annual budget, monthly and quarterly analyses updates to Outlook and LEs (Latest Estimates), and the 3-year Vision and Strategy Process (VSP). In addition, this person will take on ad-hoc analyses as required. Reporting on BU performance on revenue and revenue drivers across these metrics would be a key aspect for this role.

Essential Duties and responsibilities

• Decision supoort including, data preparation, financial rules building, data transformation, &  report generation around teh following key areas of BPA

Book of Business Monitoring

• Renewal Calendar Buildout &Maintenance
• Revenue Metrics
• Pricing Support & Price Tracking

Customer Onboarding

• KPI Measurement & reporting
• Sales Close – Revenue Realization Cycle
• Carryover Impact assessment and tracking

Customer Retention Improvement/Attrition Management

• Establishing Customer and Customer X Product Level attrition data
• Unknown Attrition Analysis
• Translation to revenue
• Customer Efficacy Improvement

Sales to revenue forecasting

• Data Analysis helping to understand capacity and volume impacted by customer behavior, (e.g., revenue/volumes by customer segment, product usage behavior, and seasonal variances); Runs Metrics and reports to understand volumes customer attrition; brainstorming with peers to generate business improvement and strategic initiatives based on information
• Assists in the identification and articulation of business unit opportunities and challenges in order to optimize business unit performance by continually reviewing and analyzing financial and operations data to model trends, identify relationships or spot opportunities;; testing hypotheses and alternatives to find the optimal solution; collaborating with other leaders to identify new business models, workflows, and assisting with building the business case for needed investments and strategic plans to deliver planned results.
• Represents Wolters Kluwer by developing and maintaining comprehensive knowledge of Wolters Kluwer products, industry trends and general business and financial acumen through various sources and initiatives; communicating in a professional, compelling, and articulate manner of speech, writing and formal presentation; behaving in ways that demonstrate corporate core values and culture; developing professional and positive relationships with customers and colleagues; and maintaining a reputation of competence, integrity and professionalism.
• Design, development and implementation of Business Performance Assessment processes. Supporting the team in providing early indication of revenue challenges and opportunities. Establishing raw data level drill down for Financial targets and outlooks.

Other Duties

Ad Hoc analyses and data support as requested by the supervisor

Education

Minimum: Bachelor’s Degree in data analysis, finance, accounting, or economics or 2 years of experience in finance, accounting, or consulting role

Preferred: Master’s Degree/MBA in data analysis, finance, accounting, or economics with 2 years of experience in finance, accounting, or consulting role

Experience, Knowledge and Tools

Minimum Experience/Knowledge: Finance, accounting, or consulting experience, including:
• Decision Support

• Data Analysis
• Trend Analysis, Segmentation, Compensation plans, Pricing,

• Sales Pipeline Reporting,

• KPI Development, Maintenance and Reporting

• Financial analysis, forecasting and business performance modeling
• Reporting: cash flow, profit and loss, and ad hoc.

Minimum Knowledge:
• Business planning & forecasting

• Customer Segmentation

Preferred Knowledge:
• Analytical and statistical techniques (e.g. regression, ANOVA), Sas/R, Python, Time Series, Regression Analysis

Skills:
• Expert knowledge of MS Office products, especially Excel and PowerPoint.

• Expert knowledge of SQL queries; understanding of SQL Databases and Data Structures
• Hyperion usage and familiarity.
• Ability to effectively and efficiently communicate complex financial analyses in a simple and concise manner.

• Preferred: Friendliness with and general understanding of Tableau; Microsoft Access, Power BI

Travel requirements

Limited to 1-2 weeks a year

Physical Demands

Office work only, Remote until COVID

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job.  They re not intended to be an exhaustive list of all duties and responsibilities and requirements.

Source – Wolters Kluwer Website 

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