Financial Planning Manager

Wolters Kluwer

. Drive sales and revenue planning processes for Wolters Kluwer’s Enterprise Legal Management business .

Posted 10/21/2026full-timeUnited StatesMid-LevelSenior💰 $89,600 - $157,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis (FP&A), with a strong focus on revenue forecasting, SaaS metrics analysis, and strategic partnership across departments. Proficient in financial modeling and data visualization, with a solid understanding of commercial drivers and operating processes in the Enterprise Legal Management sector.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Revenue ForecastingSaaS Metrics AnalysisFinancial ModelingData Visualization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRevenue PlanningBudgetingForecastingBusiness AnalyticsExcelPowerPointData Visualization ToolsFinancial ModelingAnalytical Tools

Soft Skills

Intellectual CuriosityAttention To DetailStructured ApproachPresentation SkillsCollaboration

Tools & Technologies

NetSuiteTagetikAI ToolsAutomation ToolsEmerging Analytical Tools

Industry Keywords

Enterprise Legal ManagementSaaSRecurring-Revenue Business ModelCommercial ModelsOperating Processes

About the role

Key responsibilities & impact

Drive sales and revenue planning processes for Wolters Kluwer’s Enterprise Legal Management business
Partner strategically with Sales, Professional Services, and Pricing leaders
Develop sales and revenue forecasts and translate commercial activity into financial outcomes
Communicate assumptions, risks, and opportunities underlying the revenue outlook
Analyze and forecast SaaS metrics including churn, renewals, and ARR
Partner with Data Science to enhance transactional volume forecasting models
Support annual Budget, VSP strategic planning, and quarterly forecasting processes
Develop understanding of ELM commercial models, operating processes, systems, and value drivers
Analyze pipeline activity, win rates, deal timing, sales mix, and other commercial drivers
Lead cross-departmental projects with varying resource requirements, risk, and complexity

Requirements

What you’ll need

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
Structured and methodical approach to forecasting and analysis, with strong attention to detail and process discipline
Experience interacting with, and presenting to, senior leadership
Strong business analytics capabilities
Advanced proficiency with financial modeling, Excel, PowerPoint, data visualization, and analytical tools
Practical fluency in AI, automation, and emerging analytical tools
Experience in a SaaS, software, or recurring-revenue business model is preferred
Experience with planning and reporting software such as NetSuite or Tagetik preferred

Benefits

Comp & perks

Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave
Bonus eligibility
Hybrid work schedule