Finance Reporting Analyst

Wolters Kluwer

  • Kalyani, West Bengal
  • Permanent
  • Full-time
  • 29 days ago
The RoleThis role focuses on delivering high-quality, finance-oriented reports and business insights. You will work across sales and finance teams to produce recurring and ad hoc reports, support performance tracking, and assist in forecasting and planning activities. A strong finance background and proficiency in tools like Excel and Power BI are essential to succeed in this role.You will be part of the Wolters Kluwer FSS organization, supporting performance analysis, reporting optimization, and forecasting.Key responsibilitiesSales and Business Reporting:
  • Produce and manage recurring reports including daily sales, flash performance, internet sales, career top titles, and retail history.
  • Support international and digital sales reporting across markets with timely, accurate datasets and insights.
  • Develop specialized reports such as sell-through tracking, multi-region revenue splits, and accrual/reversal summaries.
  • Extract and process inventory and sales data from external partner platforms and load structured outputs to enterprise systems.
Data Analysis and Forecasting:
  • Analyze trends in revenue and volume metrics to detect variances and support business commentary.
  • Build and refine forecast models using historical performance, partner data, and seasonality assumptions.
  • Combine datasets from various sources (e.g., invoice systems, partner portals, internal trackers) to generate consolidated reports.
Automation and Dashboarding:
  • Streamline recurring reporting using Excel macros and Power BI automation features.
  • Develop dashboards with interactive features, drilldowns, and root cause analysis capabilities.
  • Ensure data integrity across reports and dashboards by maintaining clean data sources.
Finance Understanding and Application:
  • Apply basic finance knowledge (e.g., revenue concepts, forecasting logic, financial KPIs) to support data analysis and report structuring.
  • Collaborate with finance partners to understand data requirements and deliver insights aligned with financial planning needs.
Data Mining and Insight Development:
  • Conduct deep-dives and exploratory data analysis to derive meaningful business insights.
  • Identify performance trends and anomalies, validate assumptions, and support decision-making through data-backed evidence.
Stakeholder Collaboration:
  • Partner with business, sales, and finance stakeholders to clarify data needs, address issues, and fulfill ad hoc reporting requests.
  • Ensure data interpretations and deliverables are aligned with stakeholder expectations.
Continuous Improvement and Learning:
  • Stay current with new tools, technologies, and methods in data analytics and reporting.
  • Recommend improvements in data processes to enhance efficiency and data reliability.
Key Skills and Experience Required
  • Bachelor’s degree in finance, accounting, economics, data analytics, or a related field.
  • Strong foundation in finance concepts such as revenue, cost, margins, and forecasting principles.
  • Proficiency in Microsoft Excel (advanced functions, pivot tables, macros).
  • Experience building dashboards and reports using Power BI.
  • Ability to work with structured data from multiple sources and ensure accuracy.
  • Strong analytical and problem-solving skills with a keen eye for detail.
  • Effective communication skills to present findings clearly to both technical and non-technical stakeholders.
  • Prior experience in reporting, performance tracking, or finance analytics is preferred.
Physical DemandsMinimum 2 days working from office (Pune-Kalyani Nagar).Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Wolters Kluwer