Wolters Kluwer Senior Financial Analyst in Chicago, Illinois

19-20008: Senior Financial Analyst

Position location: 1410 N. Westshore Blvd, 4th Floor, Tampa FL 33607

TeamMate® is the world's leading audit management audit software, and is one of the solutions provided by Wolters Kluwer Financial Services. TeamMate® has revolutionized the industry, empowering audit departments of all sizes to spend less time documenting and reviewing and more time providing value-added services.

TeamMate® software is used by audit professionals all over the world and is recognized as the award-winning audit management software system that increases the efficiency and productivity of the entire internal audit process, including: risk assessment, scheduling, planning, execution, review, report generation, trend analysis, audit committee reporting and storage. By providing an integrated paperless strategy for managing audits, TeamMate's audit software eliminates the barriers associated with paper-filled binders and disconnected electronic files, driving efficiency into all facets of the internal audit workflow.


We are experiencing growth in our Tampa, FL offices! We are now looking for a Senior Financial Analyst, for TeamMate® in sunny Tampa, Florida.

Sr. Financial Analyst -- TeamMate

Wolters Kluwer Tax and Accounting division is looking for a Sr. Financial Analyst for our office located in Chicago, Minneapolis or Tampa office

As the Senior Financial Analyst, you will be responsible for reporting, budgeting and forecasting, along with financial analysis projects and providing reports to many levels within this global organization. In this role you will report to the Manager of Financial Planning & Analysis. To be successful in this position, you must be detail-oriented, well-organized, analytical and a problem solver. You must be willing to play a critical role in progressing Wolters Kluwer ARC's planning & reporting capabilities. You will primarily be working within the divisional and corporate Hyperion/HFM reporting and planning environments. In this role, it is expected that you will have a balanced blend of strong analytical and data skills, along with solid accounting and communication skills.

Essential Functions:

  • Create and/or maintain financial models and schedules for TeamMate management

  • Interpret and analyze complex management information and recommend solutions to problems

  • Analyze Revenues, Cost of Revenues, Operational Expenses, and Headcount in comparison to approved planning/forecasting benchmarks

  • Complete ad hoc reports and financial analysis

  • Communicate clearly and effectively with other team members, team leaders and management

  • Maintain confidentiality of sensitive information

Essential Duties & Responsibilities:

  • Responsible for the annual budget and all other planning/forecasting cycle information for WK ARCUS, including preparation of detailed analysis of revenue, cost of revenues, operational expenses, and headcount

  • Responsible for developing and analyzing data used in short-term and long-term forecasting. Providing trend analysis of revenue, gross margins, operational expenses, and headcount

  • Primary liaison for financial modeling and analysis support for US based directors and managers

  • Develops and maintains financial models, applications and systems for assigned business unit and functions. This includes analyzing the needs and requirements to determine the most efficient application.

  • Provide support to the company in areas such as the development of Business Cases, Product Line Reporting and Product/Customer Profitability. This includes compiling information and making recommendations by providing alternate solutions to Business Unit Management.

  • Keeping abreast of Business Unit needs and translating these needs into information, which takes into consideration IFRS, thus allowing management to make sound decisions

  • Provide quantitative ad-hoc analysis and reporting for management

  • Assists with process improvement as it relates to areas of expertise

  • Communicates clearly and effectively with other team members and management

  • Maintaining workflow and priorities

Minimum Qualifications:

  • Bachelor's degree in Accounting, Finance, Business Management or related field

  • A minimum of 3 years of experience working as a Financial Analyst or in a similar role

Preferred Qualifications:

  • Extensive knowledge of processes and business systems (SAP, Hyperion, and similar)

  • Strong computer skills including excellent proficiency with MS Office, especially Excel

  • Experience working with and communicating with all levels of management

  • Ability to develop appropriate recommendations and form solid judgments from historical data

Additional Skills, Knowledge & Abilities:

  • Excellent communication skills

  • Ability to handle multiple projects simultaneously and work effectively in a fast-paced environment with rapidly changing priorities

  • Proven experience working under deadlines and strict time constraints

  • Excellent analytical skills and organizational skills

  • A broad range of quantitative analysis and business modeling skills

  • Proven ability to think strategically and to apply quantitative techniques

About Wolters Kluwer

Wolters Kluwer N.V. (AEX: WKL) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.

Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, LinkedIn, and YouTube.


Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.


For any assistance with your application for this job opening, please call the HR Source at (888) 495-4772 or email HRSource@WoltersKluwer.com. TTY is also available at (888) 495-4771.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled