Financial Planning Analyst

Overview

As a Financial Planning Analyst, you will take on more responsibility in the preparation and analysis of financial documents, supporting a variety of financial processes and projects with analysis that informs organizational decisions.

What you'll do

• Prepare detailed financial reports and summaries.
• Conduct financial analysis with some supervision.
• Support various financial forecasting processes.
• Assist in the creation and update of financial models.
• Organize and maintain comprehensive financial data records.
• Analyze sales trends and provide insights.
• Contribute to the development of financial plans and budgets.
• Collaborate with team members on financial projects.
• Monitor economic progressions and assist in relevant research.
• Ensure accuracy and consistency in financial documentation.

What you'll need

• Advanced data entry: proficient in detailed financial data entry.
• Financial analysis: capable of conducting financial analyses with oversight.
• Modeling support: skillful in maintaining and updating financial models.
• Report generation: ability to prepare thorough financial reports.
• Trend analysis: skilled at analyzing and summarizing financial trends.
• Budget assistance: assisting in budget preparation and documentation.
• Research support: contributing to economic and financial research activities.
• Collaboration: effective in collaborating on team financial projects.
• Working knowledge and expanded conceptual knowledge in the primary job family, with broadening capabilities.
• Understands key business drivers and builds knowledge of the company, processes and customers.
• Performs a range of assignments and solves moderately complex problems under guidance of established policies and procedures.
• Receives a moderate level of guidance and direction.
• Impacts quality of own work and the work of others on the team; may provide informal guidance to new team members.
• Explains complex information to others in straightforward situations.

Details

• Location: Pune, India (Smartworks).
• Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
• Interviews are to be completed without AI tools or external prompts; virtual backgrounds must be removed and in-person interviews are part of the process.