Westwood Holdings Group, Inc.
Senior Financial Planning and Analysis
Westwood Holdings Group, Inc., Dallas, Texas, United States, 75215
Senior Financial Planning and Analysis
role at
Westwood Holdings Group, Inc.
WHO WE ARE Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively‑managed and outcome‑oriented investment strategies, along with white‑glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood’s client‑first approach has fostered strong, long‑term client relationships due to our unwavering commitment to delivering bespoke investment strategies with a vehicle‑optimized approach, exceptional counsel and unparalleled client service. Our flexible and agile approach to investing allows us to adapt to constantly changing markets, while continually seeking innovative strategies that meet our investors’ short and long‑term needs.
Our team at Westwood comes from varied backgrounds and life experiences, which reflects our origins as a woman‑founded firm. We are committed to incorporating diverse insights and knowledge into all aspects of our services and solutions. Our culture and approach to our business reflect our core values—integrity, reliability, responsiveness, adaptability, flexibility and collaboration—and underpin our constant pursuit of excellence. For more information on Westwood, please visit westwoodgroup.com. Based in Dallas, Westwood also maintains offices in Chicago and Houston.
ABOUT THE ROLE The Senior Financial Planning and Analysis will be responsible for preparing, maintaining and preparing the company’s budgets and forecasts for executive leadership, on a monthly and quarterly basis. This role will also support executive management in the analysis of corporate initiatives and capital deployment. This position reports to the Director Finance – Controller & FP&A. The position does not have any direct reports.
A DAY IN THE LIFE
Budgeting and Forecasting
Develop annual departmental and entity level budgets and forecasts, including intercompany allocations and eliminations
Partner with all business units to budget key business initiatives
Prepare monthly budget to actual variance analysis
Analyze and report current and past trends in key performance indicators
Update monthly rolling forecasting
Develop and maintain monthly cash forecasts
Monitor entity liquidity and advise on treasury decisions
Prepare quarterly presentation for CFO, CEO and Board of Directors
Work with external valuation specialists
Prepare annual goodwill/intangible financial valuation models to support annual impairment analysis
Work with the Controller and Director of Financial Reporting to ensure consistent accounting treatment and alignment between budget, forecast and actual results
Assist in maintenance of investor relations, including quarterly earnings release and earnings call materials, investor presentations, board of directors materials and other information provided to shareholders as needed
Decision Support
Develop financial models and analyses to support strategic initiatives
Analyze and track multiple product/strategy revenue streams and cost structures
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
Evaluate whether assets and investments are the best use of excess working capital through ROI analysis
Compensation Analysis Support
Manage complex compensation calculations for investment teams
Calculate monthly and quarterly commissions in accordance with broker‑dealer regulations
Calculate quarterly net revenue in support of company incentive plans
Special Projects
Other tasks as assigned (compensation modeling, investor relations, corporate accounting)
WHAT YOU'LL NEED Minimum Education Required
Bachelor’s degree in accounting or finance
Master's degree in business administration, accounting or finance preferred
Licenses/Certifications Required
Corporate FP&A certification preferred
Minimum Specific Experience Required
2-4 years of corporate experience or public accounting experience
1-2 years of financial planning and analysis/forecasting experience
Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
No visa sponsorship is available
Who You Are
Intermediate to advanced Microsoft Excel, Office and PowerPoint skills
Experience working with disparate data systems
Knowledge of Microsoft Power BI or similar reporting tools
Experience in modeling and model inputs for fair value and present value, including discounted cash flow analysis, market multiples, royalties, etc.
Knowledge of US GAAP and SEC requirements
Knowledge of GAAP intangible impairment testing requirements
Experience presenting analysis to senior executives and working with department heads to develop budgets
Experience with general ledger and financial reporting systems to determine historical accounting treatments and expense or revenue support
Experience with assets under management flow analysis preferred
Experience with credit facilities and related covenants preferred
Experience with Broker Dealer entities
Ability to work self‑sufficiently and meet deadlines
Strong attention to detail and analytical, verbal, and interpersonal skills
JOB SPECIFICATIONS Physical Demands: The physical demands required to perform the essential duties successfully are consistent with a professional office environment.
Travel: Travel is generally not required.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industries Investment Management
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role at
Westwood Holdings Group, Inc.
WHO WE ARE Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively‑managed and outcome‑oriented investment strategies, along with white‑glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood’s client‑first approach has fostered strong, long‑term client relationships due to our unwavering commitment to delivering bespoke investment strategies with a vehicle‑optimized approach, exceptional counsel and unparalleled client service. Our flexible and agile approach to investing allows us to adapt to constantly changing markets, while continually seeking innovative strategies that meet our investors’ short and long‑term needs.
Our team at Westwood comes from varied backgrounds and life experiences, which reflects our origins as a woman‑founded firm. We are committed to incorporating diverse insights and knowledge into all aspects of our services and solutions. Our culture and approach to our business reflect our core values—integrity, reliability, responsiveness, adaptability, flexibility and collaboration—and underpin our constant pursuit of excellence. For more information on Westwood, please visit westwoodgroup.com. Based in Dallas, Westwood also maintains offices in Chicago and Houston.
ABOUT THE ROLE The Senior Financial Planning and Analysis will be responsible for preparing, maintaining and preparing the company’s budgets and forecasts for executive leadership, on a monthly and quarterly basis. This role will also support executive management in the analysis of corporate initiatives and capital deployment. This position reports to the Director Finance – Controller & FP&A. The position does not have any direct reports.
A DAY IN THE LIFE
Budgeting and Forecasting
Develop annual departmental and entity level budgets and forecasts, including intercompany allocations and eliminations
Partner with all business units to budget key business initiatives
Prepare monthly budget to actual variance analysis
Analyze and report current and past trends in key performance indicators
Update monthly rolling forecasting
Develop and maintain monthly cash forecasts
Monitor entity liquidity and advise on treasury decisions
Prepare quarterly presentation for CFO, CEO and Board of Directors
Work with external valuation specialists
Prepare annual goodwill/intangible financial valuation models to support annual impairment analysis
Work with the Controller and Director of Financial Reporting to ensure consistent accounting treatment and alignment between budget, forecast and actual results
Assist in maintenance of investor relations, including quarterly earnings release and earnings call materials, investor presentations, board of directors materials and other information provided to shareholders as needed
Decision Support
Develop financial models and analyses to support strategic initiatives
Analyze and track multiple product/strategy revenue streams and cost structures
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
Evaluate whether assets and investments are the best use of excess working capital through ROI analysis
Compensation Analysis Support
Manage complex compensation calculations for investment teams
Calculate monthly and quarterly commissions in accordance with broker‑dealer regulations
Calculate quarterly net revenue in support of company incentive plans
Special Projects
Other tasks as assigned (compensation modeling, investor relations, corporate accounting)
WHAT YOU'LL NEED Minimum Education Required
Bachelor’s degree in accounting or finance
Master's degree in business administration, accounting or finance preferred
Licenses/Certifications Required
Corporate FP&A certification preferred
Minimum Specific Experience Required
2-4 years of corporate experience or public accounting experience
1-2 years of financial planning and analysis/forecasting experience
Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
No visa sponsorship is available
Who You Are
Intermediate to advanced Microsoft Excel, Office and PowerPoint skills
Experience working with disparate data systems
Knowledge of Microsoft Power BI or similar reporting tools
Experience in modeling and model inputs for fair value and present value, including discounted cash flow analysis, market multiples, royalties, etc.
Knowledge of US GAAP and SEC requirements
Knowledge of GAAP intangible impairment testing requirements
Experience presenting analysis to senior executives and working with department heads to develop budgets
Experience with general ledger and financial reporting systems to determine historical accounting treatments and expense or revenue support
Experience with assets under management flow analysis preferred
Experience with credit facilities and related covenants preferred
Experience with Broker Dealer entities
Ability to work self‑sufficiently and meet deadlines
Strong attention to detail and analytical, verbal, and interpersonal skills
JOB SPECIFICATIONS Physical Demands: The physical demands required to perform the essential duties successfully are consistent with a professional office environment.
Travel: Travel is generally not required.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industries Investment Management
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