Apply on Employer Site

Westwood Holdings Group, Inc. · 3 months ago

Senior Financial Planning and Analysis

Dallas, TX

Full-time

Onsite

Mid, Senior Level

2+ years exp

Westwood Holdings Group, Inc. is a boutique asset management firm that provides a range of investment strategies and wealth services. The Senior Financial Planning and Analysis role involves preparing and maintaining budgets and forecasts for executive leadership, supporting management in analyzing corporate initiatives, and developing financial models to aid strategic decisions.

Asset ManagementFinancial ServicesWealth Management

No H1B

Responsibilities

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

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

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

Other tasks as assigned (compensation modeling, investor relations, corporate accounting)

Qualification

Financial PlanningAnalysisBudgetingForecastingMicrosoft ExcelCorporate FP&A certificationUS GAAP knowledgeFinancial modelingMicrosoft OfficePowerPointAnalytical skillsInterpersonal skills