Financial Planning Administrator supporting clients and Associate Directors in a privately owned financial planning firm. Ensuring efficient coordination of activities, client meetings, and administrative support.
About the role
- Financial Planning Manager at Wolters Kluwer executing financial tasks for strategic decision-making. Responsible for financial reporting, analysis, and compliance in a hybrid work environment.
Responsibilities
- Independently prepare reporting of monthly results and manage expenses
- Conduct in-depth financial analysis and develop financial models
- Support annual budget development and provide variance analysis
- Collaborate on strategic financial planning initiatives and ensure compliance with financial policies
Requirements
- 5+ years of experience in financial planning or analysis
- Advanced proficiency in Excel and financial modeling
- Bachelor’s degree in Finance, Accounting, or related field
- Familiarity with IFRS and compliance guidelines
- Strong analytical and forecasting skills
Benefits
- Health insurance
- 401(k) retirement plan
- Paid time off
- Flexible working hours
- Professional development opportunities
- Wellness programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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