Senior Financial Planning and Analysis

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
• Must have unrestricted authorization to work in the USA.  No visa sponsorship is available.

WHO YOU ARE

• Intermediate to advanced Microsoft Excel, Office and PowerPoint skills
• Experience working with disparate data system
• 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 in order 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.