Financial Planning Associate Director

About the Role As a Financial Planning Associate Director - North America CPM, you will serve as the primary finance business partner to the General Manager and leadership team for the North America region. You will lead complex financial projects with considerable autonomy, oversee financial planning and performance management, and provide expert financial guidance to support strategic decision‑making and execution across the region. Responsibilities Lead North America financial planning cycles, including annual operating plans, periodic forecasts, and long‑range planning. Own regional financial performance management, including executive‑level P&L analysis, variance analysis, and financial storytelling. Oversee monthly financial reporting and closing activities in coordination with Accounting and Corporate Finance; ensure accuracy, completeness, and audit readiness. Develop, maintain, and refine advanced financial models to support scenario planning, investment evaluation, and strategic initiatives. Drive and continuously improve regional forecasting processes, assumptions, and governance. Analyze and interpret financial performance, business drivers, and economic trends impacting the North America CPM business. Act as a strategic advisor to senior leadership on financial implications of business decisions, growth initiatives, and cost management actions. Identify, assess, and mitigate financial and operational risks affecting regional performance. Support internal and external audit activities through strong financial controls, documentation, and clear analytical explanations. Collaborate cross‑functionally with Sales, Services, Product, and Operations to translate strategic priorities into financial outcomes. Lead high‑impact financial initiatives and projects with notable complexity and risk. Present clear, actionable financial insights and recommendations to senior management and executive forums.

Skills Expert Analysis:

Highly proficient in complex financial analysis, variance analysis, and performance interpretation.

Strategic Modeling:

Expert in developing and refining advanced financial and scenario models.

Forecast Leadership:

Leads sophisticated forecasting processes with strong discipline and stakeholder alignment.

Executive Storytelling:

Translates complex financial data into clear, decision‑oriented insights.

Compliance Expertise:

Ensures adherence to financial regulations, standards, and internal controls.

Risk Management:

Expert in identifying and mitigating financial risks.

Strategic Advisory:

Provides sound financial guidance on strategic and operational business decisions. High‑impact

Collaboration:

Strong business partner to senior leaders; influences without direct authority.

Presentation Skills:

Effective in presenting financial insights and recommendations to senior management. Education Requirements Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a closely related field. Preferred Master's degree (MBA or similar). Experience Requirements 10+ years of progressive experience in financial planning & analysis, corporate finance, or management reporting, with increasing responsibility.

Demonstrated experience in:

Annual operating plans, forecasts, and long‑range planning Variance analysis and executive‑level financial storytelling Partnering with senior business leaders (VP/SVP level or equivalent) Translating complex financial data into actionable, business‑focused insights Influencing decisions without direct authority Financial Modeling Excel and PowerPoint Enterprise financial systems Preferred 2-4+ years of people leadership or indirect leadership experience (matrixed teams, project leadership). 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:

$111,200.00 - $198,650.00 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. 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 and information solutions that the world's leading professionals rely on, in the moments that matter most. You'll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. 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. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day. Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential. With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes. For more information about our solutions and organization, visit www.wolterskluwer.com, or follow us on LinkedIn, Instagram and Facebook. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume. As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce - one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you'll feel valued for your contributions, and you'll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being. That commitment has been recognized externally through Ragan's Top Places to Work for

Employee Wellbeing:

Large Organization in 2024. More recently, Wolters Kluwer was recognized by Forbes as one of America's Best Large Employers 2026 and America's Best Employers for Engineers 2026. In 2025, Wolters Kluwer was also recognized by Forbes as one of America's Best Employers for Women. To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases. GDPR Wolters Kluwer ("we" or "us") wants to inform you about the ways we process your personal information. In this Privacy & Cookie Notice we explain what personal information we collect, use and disclose. You'll find details related to GDPR and other data privacy policies on our Careers Privacy and Cookies page.