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

Quarterly earnings release and earnings call materials;

Develop financial models and analyses to support strategic initiatives

Manage complex compensation calculations for investment teams

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

WHAT YOU'LL NEED

Minimum Education Required

Licenses / Certifications Required

Minimum Specific Experience Required

WHO YOU ARE

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.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.