Financial Planning Analyst

Wolters Kluwer — IND-Pune-Smartworks

About the Role: As a Financial Planning Analyst, you'll take on more responsibility in the preparation and analysis of financial documents. You'll support a variety of financial processes and projects, focusing on the analysis of financial data to provide insights that support organizational decisions. Responsibilities: • 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. Skills: • 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. Level criteria P2 (for internal use only): • Requires working knowledge and expanded conceptual knowledge in primary job family and broadens 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

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