Financial Planning Manager at Wolters Kluwer Health, LLC.

The Financial Planning Manager –Sales & Revenue will play a key role in driving the sales and revenue planning processes for Wolters Kluwer’s Enterprise Legal Management business. This highly visible role serves as a strategic business partner to the Sales, Professional Services, and Pricing leaders. The candidate will collaborate with senior leaders to develop robust sales and revenue forecasts, translate commercial activity into financial outcomes, and provide actionable insights that support business decision-making.

This role will have responsibility for understanding sales pipeline activity and revenue conversion across our Enterprise Software and Transactional SaaS businesses, and for clearly communicating the key assumptions, risks, and opportunities underlying the revenue outlook. They will also analyze and forecast key SaaS metrics such as churn, renewals, and ARR, and partner with Data Science to enhance the transactional volume forecasting model.

• Hybrid work schedule with an expectation of working approximately two days per week in the New York City or Houston office.

Responsibilities

• Build detailed sales and revenue forecasts, working together with cross-functional business partners.
• Support the annual Budget, VSP strategic planning, and quarterly forecasting processes for the ELM business.
• Develop a deep understanding of the ELM business: our commercial models, operating processes, systems, and value drivers to identify risks, opportunities, and areas for improved performance.
• Own the financial analysis and forecasting of key Transactional SaaS business indicators, including churn, renewals, and ARR
• Develop and enhance revenue forecasts for the transactional business using volume-based forecasting models, partnering with Data Science to improve forecasting methodologies, model accuracy, and predictive capabilities.
• Analyze pipeline activity, win rates, deal timing, sales mix, and other commercial drivers to assess risks and opportunities to the sales forecast.
• Lead projects across departments or areas with a variety of resource requirements, risk, and/or complexity

Skills

• Strong sense of ownership and initiative, with the ability to independently drive work forward, proactively identify issues and opportunities, and follow through to completion.
• Strong business analytics capabilities, with a demonstrated ability to identify root causes, develop insights, and translate analysis into actionable recommendations.
• Confident, constructive communication style; able to ask difficult questions, challenge assumptions, and push for outcomes while building trusted relationships.
• Advanced proficiency with financial modeling, Excel, PowerPoint, data visualization, and analytical tools; comfort rapidly learning and adopting new technologies.
• Practical fluency in AI, automation, and emerging analytical tools to improve the quality, efficiency, and scalability of Finance processes

Required Experience

• Bachelor’s degree in finance, accounting, economics, or a related field
• 5+ years of experience in FP&A, corporate finance, or a related finance role
• Intellectual curiosity and ability to quickly develop a deep understanding of complex businesses, processes, systems, data, and commercial models.
• Demonstrates a structured and methodical approach to forecasting and analysis, with strong attention to detail and process discipline.
• Experience interacting with, and presenting to, senior leadership.
• Experience in a SaaS, software, or recurring-revenue business model is preferred.
• Experience with planning and reporting software such as NetSuite or Tagetik preferred.

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.

Compensation

$89,600.00 - $157,000.00 USD

This role is eligible for Bonus. Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.