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Wolters Kluwer

Offers professional information, software, and services

Senior Business Analyst - Business Delivery

Full-TimeUpdated on 10/23/2026
$71.3k - $124.5k+ Bonus
Senior
Bachelor's, MBA
Dallas, TX, USA
HybridHybrid schedule: 8 office days per month; up to 10% domestic travel annually.
Business & StrategyBusiness Operations
Company Historically Provides H1B Sponsorship

About the job

Requirements
  • A bachelor's degree is required; Business, Operations, Industrial Engineering, Information Systems, or a related field is preferred.
  • At least 6 years of experience in service operations, fulfillment, business analysis, or process improvement, including project coordination and change support.
  • Experience gathering and integrating information, translating analysis into recommendations, and influencing decisions.
  • Advanced working knowledge of CLC’s product portfolio and operating systems.
  • Hands-on experience with process mapping tools such as Visio, Lucid, Miro, and Smartsheet.
  • Advanced Excel skills are required; Power BI is preferred.
  • Proficiency with Salesforce, E1, and Arrow.
  • Experience with continuous improvement methodologies such as Lean, Six Sigma, and Kaizen.
  • Familiarity with enterprise systems and data analytics tools such as Power BI.
  • Ability to interpret data, identify root causes, and develop actionable solutions using Excel, Power BI, analytics, and workflow tools.
  • Ability to balance strategic thinking with hands-on execution.
  • Ability to influence and lead cross-functional teams and senior leadership.
  • Ability to lead teams and stakeholders through change, conflict resolution, and dynamic environments.
  • Skill in designing and improving workflows using Lean or Six Sigma methodologies.
Responsibilities
  • Lead end-to-end operational delivery of complex cross-functional technical and non-technical initiatives, owning execution, readiness, and delivery outcomes.
  • Translate initiative scope and priorities into execution plans with tasks, owners, timelines, and success criteria.
  • Coordinate and execute delivery activities, including logistics, requirements gathering, pilots, sequencing, user acceptance testing, cutover planning, and operational readiness.
  • Identify, assess, and manage operational risks, constraints, and dependencies; escalate issues with mitigation options and recommendations.
  • Apply functional and operational subject-matter expertise and best practices to assess issues, define solutions, and guide execution decisions.
  • Create and maintain process documentation, current- and future-state workflows, checklists, and readiness documentation; identify recurring risks and escalate optimization opportunities.
  • Partner with operational leaders to confirm post-delivery ownership, accountability, and sustainability, and influence alignment across teams without direct authority.
  • Validate delivery through measurable outcomes including continuity, adoption, quality, timeliness, and efficiency.
  • Adapt execution approaches to emerging issues, shifting priorities, or increased complexity with minimal guidance.
  • Define expected key performance indicator improvements and establish ongoing measurement and tracking of quality, cycle time, rejections, and other results.
  • Partner with Reporting to develop and improve Power BI dashboards measuring initiative outcomes using objectives and key results, key performance indicators, and performance metrics.
  • Prepare and deliver insights, analysis, and presentations explaining performance information, risks, trends, and recommendations to leadership and stakeholders.
  • Partner with Business Enablement and Service leadership to confirm priorities, success criteria, and delivery expectations across initiatives.
  • Communicate progress, risks, tradeoffs, and decisions to stakeholders; build consensus and alignment across diverse perspectives.
  • Lead and facilitate working sessions, reviews, and decision checkpoints, and advise colleagues and related teams to remove blockers and enable progress.
  • Develop and deliver communications and job aids, and provide input on training materials supporting adoption and sustained use of new workflows and standard work.
  • Identify training and change impacts early and partner with leaders and peers to design targeted reinforcement strategies.
  • Support employee engagement and continuous improvement activities that reinforce change, improve execution maturity, and promote operational excellence.
  • Travel domestically up to 10% annually.
Desired Qualifications
  • An MBA is a plus.
  • Power BI experience is preferred.
  • Certification in a continuous improvement methodology is a plus.

About the company

Wolters Kluwer is a global provider of professional information, software solutions, and services for professionals in legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare. Its products are offered on a subscription basis and include software tools and access to professional information, plus consulting and one-time reports. The software and information help clients improve financial performance, comply with regulations, and manage ESG and other risk areas; ESG solutions support sustainability goals and risk management. The company integrates software, content, and expert guidance rather than relying on a single product, and it operates in a specialized market with a strong emphasis on regulatory compliance and ethical practices. Wolters Kluwer’s goal is to help customers perform better, stay compliant with evolving rules, and manage risk in a responsible, transparent way.

Company Size

10,001+

Company Stage

IPO

Headquarters

Alphen aan den Rijn, Netherlands

Founded

1835

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Simplify's Take

What believers are saying

  • June 2026 OpenAI collaboration expands trusted Expert AI across healthcare, tax, legal.
  • August 2026 revenue grew four percent in constant currency, despite weaker reported euro translation.
  • September 2026 product launches in Wiz, CCH Axcess, and legal AI deepen workflow lock-in.

What critics are saying

  • Thomson Reuters and Harvey are racing legal AI, compressing Wolters Kluwer's pricing power.
  • The Uddin antitrust case exposed publisher scrutiny; similar claims can resurface quickly.
  • OpenAI dependence and model costs threaten margin expansion if AI usage scales faster than monetization.

What makes Wolters Kluwer unique

  • Wolters Kluwer's Expert AI blends proprietary content, expert validation, and governed workflows.
  • UpToDate, CCH Axcess, and LEX embed AI directly into regulated professional tasks.
  • Its LegalVIEW and compliance databases create switching costs competitors cannot easily match.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Health Savings Account/Flexible Spending Account
  • Unlimited Paid Time Off
  • Flexible Work Hours
  • Hybrid Work Options
  • Paid Vacation
  • Paid Sick Leave
  • Paid Parental Leave

Growth & Insights and Company News

6 month growth

-1%

1 year growth

1%

2 year growth

1%
Yahoo Finance
Oct 26th, 2026
IFFCO Tokio picks Wolters Kluwer's CCH Tagetik for Ind AS 117 and Ind AS 116 compliance

IFFCO Tokio General Insurance has chosen Wolters Kluwer's CCH Tagetik platform to meet Ind AS 117 and Ind AS 116 reporting requirements, the companies announced in Mumbai on October 26, 2026. The move comes as India's insurance sector prepares to adopt Ind AS 117, the country's insurance contracts accounting standard, which is aligned with IFRS 17. The standard aims to improve transparency, comparability, and governance across insurers. IFFCO Tokio will use CCH Tagetik as a single platform for both standards, disclosures, and financial reporting. It will replace fragmented reporting processes and aim to improve data accuracy, governance, and audit readiness. "As insurers address increasingly complex reporting needs, the ability to bring multiple standards onto a single platform becomes essential," said Nishant Vyas, general manager of CCH Tagetik India at Wolters Kluwer.

Yahoo Finance
Oct 22nd, 2026
Wolters Kluwer and Inscope bring agentic financial statement prep to CCH Axcess

Wolters Kluwer Tax & Accounting has partnered with Inscope, an AI-native financial statement platform, to add agentic financial statement preparation to its CCH Axcess software. The tool helps accounting firms draft, review, and finalize statements for audits, reviews, and compilations, while final sign-off stays with the firm. Firms can roll forward prior-year statements, generate drafts from trial balance data, check footing and consistency, and keep an audit trail tying every number to the trial balance. Inscope says firms using its solution reach a first draft 70% faster and spend 90% less time on review. The feature is available now to US firms using CCH Axcess and CCH ProSystem fx Audit. It will be shown at the CCH Connections Conference in Orlando, October 25–28.

Accounting Today
Oct 16th, 2026
Congress extended disaster tax relief. Which returns deserve a second look?

Congress extended disaster tax relief. Which returns deserve a second look? Published October 16, 2026, 1:16 p.m. EDT Updated October 16, 2026, 5:02 p.m. EDT If your clients suffered disaster losses or expect wildfire settlements, their returns deserve a second look. Intuit's new program connects industry experts with accounting students to bridge the talent gap and prepare them for CAS careers. Of counsel Mark Friedlich, Esq., CPA, is the former vice president of U.S. government affairs at Wolters Kluwer Tax & Accounting and now leads Friedlich Law... Read full bio

ERP Implementation
Oct 15th, 2026
Wolters Kluwer enhances Genya Expert AI: automated bank reconciliation for Italian accounting firms.

Wolters Kluwer enhances Genya Expert AI: automated bank reconciliation for Italian accounting firms. Wolters Kluwer launches Genya Riconciliazione Estratti Conto on October 15, 2026: AI-powered bank statement reconciliation for Italian studi professionali. Impact analysis. Wolters Kluwer Tax & Accounting Italia announced on October 15, 2026 two new Expert AI capabilities in its Genya cloud suite for Italian accounting firms (studi professionali): a natural language conversational interface and Genya Riconciliazione Estratti Conto, an automated bank reconciliation module that interprets transactions and suggests invoice-to-supplier matches (ChannelTech.it, October 15, 2026). Both capabilities extend the group's Expert AI strategy, which combines generative, agentic, and domain-specific AI across its vertical product lines. Stocker en ligne A mature market held back by a persistent manual task. Italy's studi professionali market - accounting firms, tax advisors, and business consultants - is among Europe's most advanced in digital compliance. Since the mandatory e-invoicing requirement via the SDI system came into force in 2019, these firms have built operational expertise that few European markets can match. Yet bank reconciliation has remained one of the last major time-consuming manual tasks: line-by-line comparison of bank statements against accounting records, identification of unmatched transactions, and reclassification of ambiguous transaction descriptions. For a firm managing several SME clients, this is repetitive work that consumes accountant time on low-value-added tasks. Wolters Kluwer is drawing on more than ten years of AI investment for this release (ChannelTech.it). Adoption evidence already exists on the same platform: Genya Dichiarativi Expert AI, launched in March 2026, was adopted by approximately 2,500 studi professionali in its first 60 days, generating nearly 50,000 queries (ibid.). That figure signals genuine demand among Italian firms for AI capabilities embedded directly in their practice management tools. Practical impact for accounting firms and their SME clients. Two features, two distinct productivity gains. The conversational interface lets practitioners query their accounting data in natural language without leaving their workflow in Genya. Rather than navigating between screens to find a client balance or check a payment deadline, the professional asks a question and receives a contextualised answer. For a firm handling dozens of files simultaneously, this directly reduces navigation time on routine lookup tasks. Genya Riconciliazione Estratti Conto goes further: the module interprets bank transactions along with associated data (clients, suppliers, amounts, invoices, due dates) to automatically suggest matches within Genya. Sergio Liscia, VP and General Manager of Wolters Kluwer Tax & Accounting Italia, summarises the ambition: "AI becomes truly useful when it stops being perceived as a separate technology and integrates naturally into professionals' daily work" (ChannelTech.it). For a CFO or accounting manager processing bank statements in volume, the operational value is clear: automating transaction matching frees time for variance analysis, supplier dispute resolution, and higher-value advisory work. Human oversight remains necessary - the module proposes, the accountant validates. In the competitive studi professionali market, this announcement positions Wolters Kluwer against TeamSystem and Zucchetti, both of which have launched their own AI initiatives in this segment. Zucchetti, the national market leader with over 700,000 clients (zucchetti.it), and TeamSystem have invested heavily in their digital offerings. Differentiation now comes down to the depth of AI integration within existing business workflows, not the breadth of core functional coverage. What to watch. The real test will be matching quality in production. An automated reconciliation module only delivers operational value if the match rate is high enough to reduce manual work without introducing more errors to correct than it resolves. Maintaining the reference data corpus - suppliers, recurring transaction descriptions, chart of accounts - will be critical to long-term reliability. The coming weeks of production usage feedback, particularly from firms managing clients with complex banking flows, will be the true performance indicator. Choisir un ERP Never miss its ERP guides. Get expert insights to run a successful ERP project and avoid the costly pitfalls.

IT Digest
Oct 13th, 2026
Wolters Kluwer integrates conversational AI into Genya for professional services and smes.

Wolters Kluwer integrates conversational AI into Genya for professional services and smes. Wolters Kluwer Tax & Accounting announced multiple new AI functionalities in Genya, its cloud suite for Italian tax and accounting professionals, such as a new chat experience and automated bank statement reconciliation. Powered by Expert AI, the conversational interface allows professionals to query data, information and knowledge in natural language, and to receive clarifications, insights and contextual support directly within their workflow. Genya Bank Statement Reconciliation, also powered by Expert AI, allows the platform to automatically interpret bank transactions and related information, including customers, suppliers, amounts, invoices and due dates, and suggests potential matches. "Artificial intelligence becomes truly useful when it fades into the background as technology and integrates naturally into the way professionals work," said Sergio Liscia, Vice President & General Manager, Wolters Kluwer Tax & Accounting Europe Region South. "With Genya Expert AI, we are making it easier to access the firm's information, while keeping the professional firmly at the center of the decision-making process and reducing the operational steps involved in their daily activities." The launch of these new AI functionalities demonstrates what embedded AI looks like in practice: not a separate tool for individual tasks, but a capability built into day-to-day processes, freeing professionals to focus on higher-value advisory work. Part of a global Expert AI strategy These new capabilities expand the work already started with Genya Dichiarativi Expert AI, launched in March 2026, which allows professionals to query ministerial guidance in natural language while completing tax declarations, drawing exclusively on authoritative official sources rather than requiring them to search lengthy external documents. In its first 60 days, Genya Dichiarativi Expert AI was used by around 2,500 professional firms, generating almost 50,000 questions. Wolters Kluwer's Expert AI strategy is shaped by more than a decade of AI investment and innovation. It combines generative, agentic and domain-specific capabilities with deep expertise and close collaboration with customers and technology partners, helping professionals work faster and make smarter decisions based on trusted, verified content. Responsibility and final judgement always remain with the professional, consistent with Wolters Kluwer's responsible AI principles.