Financial Planning Director

4 weeks ago

London, Greater London, United Kingdom Wolters Kluwer Full time
Financial Planning and Analysis Director

As a Financial Planning and Analysis Director at Wolters Kluwer, you will play a pivotal role in steering the financial strategy of our organization by collaborating closely with the CCH Tagetik Global Sales Vice President. Your leadership will be instrumental in driving financial efficiency, optimizing resource allocation, and ensuring alignment between financial objectives and sales targets across our global operations.

Responsibilities:
  • Financial Strategy Development: Collaborate with the Global Sales VP to develop and execute financial strategies aligned with the company's overall objectives and growth plans.
  • Budgeting and Forecasting: Lead the annual budgeting process and ongoing forecasting efforts, providing insights and guidance to ensure realistic financial goals are set and achieved.
  • Financial Analysis: Conduct in-depth financial analysis to identify trends, opportunities, and areas for improvement, presenting findings to senior leadership for strategic decision-making.
  • Performance Metrics: Establish and monitor key performance indicators (KPIs) to track financial performance against goals, identifying deviations and implementing corrective actions as needed.
  • Financial Reporting: Oversee the preparation of accurate and timely financial reports, ensuring compliance with regulatory requirements and providing transparency to stakeholders.
  • Risk Management: Assess and mitigate financial risks by implementing robust internal controls, conducting risk assessments, and staying abreast of industry regulations and market trends.
  • Strategic Partnerships: Forge strong partnerships with cross-functional teams, particularly with the Global Sales VP, to align financial objectives with sales initiatives and drive profitability.
  • Investment Analysis: Evaluate potential investments and business opportunities, conducting thorough financial analysis and risk assessments to support strategic decision-making.
  • Team Leadership: Provide leadership and mentorship to the finance team, fostering a culture of excellence, collaboration, and continuous improvement.
Requirements:
  • Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or advanced degree preferred.
  • Proven experience (at least 10-15 years) in financial management, with a focus on global operations and partnership with sales teams.
  • Strong analytical skills and proficiency in financial modeling, forecasting, and reporting.
  • In-depth knowledge of accounting principles, financial regulations, and best practices.
  • Excellent communication and interpersonal skills, with the ability to influence and collaborate effectively across all levels of the organization.
  • Strategic thinker with a track record of developing and implementing successful financial strategies.
  • Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
  • Leadership experience, with a demonstrated ability to inspire and motivate teams to achieve their full potential.

This role can be based in one of our offices across UK, Italy, and France.

  • Financial Director

    4 weeks ago

    London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Job Title: Finance DirectorFinancial Staffing Solutions is seeking a highly skilled Finance Director to join our team. As a key member of our management team, you will be responsible for leading our finance function and providing strategic financial guidance to the organization.Key Responsibilities:Develop and implement financial strategies to drive business...

  • Financial Director

    4 weeks ago

    London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Job Title: Finance DirectorFinancial Staffing Solutions is seeking a highly skilled Finance Director to join our team. As a key member of our management team, you will be responsible for leading our finance function and providing strategic financial guidance to the organization.Key Responsibilities:Develop and implement financial strategies to drive business...

  • Financial Planner

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...

  • Financial Planner

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...

  • IT Audit Director

    1 month ago

    London, Greater London, United Kingdom Director File Full time

    Job Title: IT Audit DirectorOur client's technology risk assurance team is seeking a highly skilled IT Audit Director to join their growing team. As a key member of the team, you will play a crucial role in leading the strategic direction and delivery of IT audit requirements for their London portfolio of External Audits in the financial services sector.This...

  • IT Audit Director

    1 month ago

    London, Greater London, United Kingdom Director File Full time

    Job Title: IT Audit DirectorOur client's technology risk assurance team is seeking a highly skilled IT Audit Director to join their growing team. As a key member of the team, you will play a crucial role in leading the strategic direction and delivery of IT audit requirements for their London portfolio of External Audits in the financial services sector.This...

  • Financial Planner

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...

  • Financial Planner

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...

  • Financial Planning Accountant

    3 weeks ago

    London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Financial Planning AccountantFinancial Staffing Solutions is seeking a highly skilled Financial Planning Accountant to join our team in Central London. As a key member of our finance team, you will be responsible for preparing the company's monthly management accounts, revising in-year forecasts, and providing ad-hoc reports to directors.Key...

  • Financial Planner

    4 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning is offering an exciting opportunity for a Financial Advisor to work on both an employed and self-employed basis.The Benefits:Professional lead generation through a robust processAttractive remuneration termsFull...

  • Financial Planning Director

    3 weeks ago

    London, Greater London, United Kingdom IWG Full time

    Group Financial Planning & Analysis DirectorAs a key member of the International Workplace Group (IWG) leadership team, the Group Financial Planning & Analysis Director will be responsible for leading the financial planning and analysis function across the organization. This role will ensure robust financial forecasting and strategic insights aligned with US...

  • Financial Services Professional

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...

  • Financial Planning Director

    4 weeks ago

    London, Greater London, United Kingdom Evelyn Partners Full time

    {"Job Title": "Financial Planning Director", "Job Description": "Job SummaryWe are seeking a highly skilled Financial Planning Director to join our team at Evelyn Partners. As a key member of our financial services team, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesDevelop and...

  • Financial Planning Director

    4 weeks ago

    London, Greater London, United Kingdom Evelyn Partners Full time

    {"Job Title": "Financial Planning Director", "Job Description": "Job SummaryWe are seeking a highly skilled Financial Planning Director to join our team at Evelyn Partners. As a key member of our financial services team, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesDevelop and...

  • Senior Financial Consultant

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job Opportunity:Quilter Financial Planning is seeking a highly skilled Financial Advisor to join our team. As a leading financial services business, we offer a unique opportunity for experienced professionals to work on both an employed and self-employed basis.The Role:Develop and implement financial plans to meet clients' goals and objectives.Provide expert...

  • Financial Planning Director

    4 weeks ago

    London, Greater London, United Kingdom https:www.energyjobline.comsitemap Full time

    Job Title: Financial Planning DirectorOur client, a leading integrated wealth management and professional services group, is seeking a Financial Planning Director to join their London-based Financial Planning division. The successful candidate will be responsible for delivering financial planning and wealth management advice across the London & South Eastern...

  • Financial Planning Director

    2 months ago

    London, Greater London, United Kingdom mbf Full time

    Job Title: Director - Financial PlanningOur client, a leading integrated wealth management and professional services group, is seeking a highly skilled Director to join their London-based Financial Planning division.The successful candidate will be responsible for delivering financial planning and wealth management advice across the London & South Eastern...

  • Financial Planning Director

    2 months ago

    London, Greater London, United Kingdom mbf Full time

    Job Title: Director - Financial PlanningOur client, a leading integrated wealth management and professional services group, is seeking a highly skilled Director to join their London-based Financial Planning division.The successful candidate will be responsible for delivering financial planning and wealth management advice across the London & South Eastern...