Professional Services Financial Planning Manager
Wolters Kluwer · Cluj-Napoca, Romania · 1mo ago
#BETHEDIFFERENCE
If making a difference matters to you, then you matter to us.
Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software & information solutions that the world’s leading professionals rely on, in the moments that matter most.
You’ll be supported by collaborative colleagues who share a purpose. We are 21,000 people unique in our dreams, life stories, abilities, and passions who come together every day with one ambition: to make a difference. We do our best work together, connecting to create new innovations with impact.
The Professional Services Financial Planning Manager will serve as a strategic finance partner to senior business leaders, helping shape budgets, forecasts, investment decisions, and performance management across the global organization. The role is central to driving cost visibility, disciplined planning, and fact-based decision support. Given Tagetik’s EPM SaaS model and its ecosystem of implementation partners, the role also requires a working understanding of how a services organization operates and is measured.
Responsibilities
Partner with the VP 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
Partner with the professional services organization and implementation partners to plan, forecast, and analyze services performance, including billable hours, utilization, percent-of-completion revenue recognition, and project milestones
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
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or a related field
7+ 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
Exposure to a SaaS and/or professional services business—and familiarity with services metrics such as billable hours, utilization, percent-of-completion, and project milestones—strongly preferred
Experience working across regions or in a global business environment preferred
Travel may be required globally based on business needs
Our Offer
Room for personal development through external, internal training tools and learning and development program #GROW. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong
Yearly performance bonus based on your seniority
Referral bonus, meal vouchers, monthly allowance, gift vouchers twice a year
Corporate Health Insurance
Mindfulness and Wellbeing programs (Wellbeats, MyQuillibrium, Compsych, Mind & Body webinars)
Up to 28 days of annual leave based on seniority
We have a strong Work from Home culture and take into consideration punctual needs and more
Flexible working schedule. You’ll find the flexibility for balance in your life
Being part of Wolters Kluwer you will contribute to the development of our own products and software solutions. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world.
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.