Financial Planning Manager
Wolters Kluwer · United States · 15d ago
Job Description Summary
We're not looking for someone to close the books, refresh a deck, and wait for the next cycle. This role reports directly to the CFO of Tagetik and sits where the decisions actually get made — pricing, headcount, investment, cost structure — not downstream of them.
Job Description
The Financial Planning Manager is the operational finance driver for Tagetik globally. You'll own budgeting, forecasting, long-range planning, and performance analysis, but the measure of success is not the submission — it's whether leaders make better decisions because you were in the room. When a number moves, we want the root cause, not the delta. When something's off, we want to hear it early.
One thing to be explicit about up front: we build the world's leading CPM platform. Your job is to run finance on top of that capability — not to rebuild the process in a spreadsheet. Candidates who understand why that distinction matters will do well here. We expect this role to automate what's routine and apply AI and modern planning tooling to close, forecast, and variance analysis — so the time goes to judgment, insight, and influence.
If your instinct when a number moves is to explain it, this isn't the role. If your instinct is to ask what decision needs to change, it is.
Responsibilities:
Partner with the CFO of Tagetik and global functional leaders to support strategic and operational decision-making.
Lead key FP&A processes including budgeting, forecasting, long-range planning, management reporting, and performance analysis.
Work closely with global functional teams to develop budgets, build forecasts, and improve financial visibility, resource allocation, and accountability.
Support global cost management by identifying risks, opportunities, and actions across the cost base and by providing clear financial recommendations.
Build financial models, business cases, and scenario analyses to support projects, investments, and strategic initiatives.
Analyze results versus plan, explain key drivers and variances, and provide actionable insight to senior management.
Drive continuous improvement in planning, forecasting, and reporting processes to strengthen consistency, transparency, and decision support.
Skills:
Strong financial modeling and analytical capabilities, with the ability to translate complex data into clear business insight.
Proven experience in budgeting, forecasting, variance analysis, and management reporting.
Ability to partner effectively with senior leaders and cross-functional stakeholders in a global environment.
Strong business judgment, problem-solving capability, and attention to detail.
Excellent communication and presentation skills, including the ability to influence decisions through fact-based recommendations.
Experience identifying financial risks and opportunities and supporting cost discipline across functions.
Comfort working independently in a fast-paced environment while managing multiple priorities.
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
Experience supporting senior leaders through budgeting, forecasting, performance analysis, and financial decision support
Strong systems aptitude; experience with SAP or similar ERP/planning tools preferred
Experience working across regions or in a global business environment preferred
Travel may be required globally based on business needs
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 USDThis 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.