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.
- 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.
- 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.
Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a closely related field.
Preferred
Master’s degree (MBA or similar).
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.