Manager, Financial Planning & Analysis

Westwood Professional Services, Inc.

The Manager of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for financial planning, forecasting, and other analysis activities that enable data-driven decision-making and support executive leadership with insights and recommendations. This role oversees budgeting, forecasting, long-range planning, management reporting, and financial analysis to ensure the organization meets its strategic and financial goals.

• Responsible for development and oversight of financial models used for budgeting and forecasting including dashboards that support operational and strategic decision making.
• Leads the development and management of the annual budget, including capital expenditure planning.
• Advising executive leadership on long-term business and financial planning.
• Oversees monthly and quarterly management reporting, including variance analysis, monthly forecast, and executive-level presentations.
• Partners with business leaders to identify trends and provide financial insights.
• Prepares financial analyses for strategic initiatives and capital investments.
• Provides financial analysis support on Mergers & Acquisitions.
• Ensures financial planning and reporting are aligned with accounting standards, company policies, and compliance requirements.
• Drives continuous improvement in FP&A processes, systems, and reporting tools.
• Acts as a trusted advisor and builds and maintains relationships with other C-level executives and business unit leaders.
• Uses influencing and negotiation skills to create synergies across the Company to enable cost-effective and innovative shared solutions in achievement of business goals.
• Leads, mentors, and builds a team of finance professionals, fostering a high-performance culture

• Bachelor’s degree in Finance or Economics, or a related field. MBA is preferred.
• 5+ years of progressive experience in budgeting, financial planning, analysis, and management reporting
• Expert in budgeting, financial modeling, forecasting, and business analytics.
• Excellent attention to detail with focus on accuracy in all aspects of work product.
• Advanced Excel and financial systems skills (experience with ERP, BI tools, and planning software a plus).
• Exceptional leadership skills with the ability to develop and communicate a vision related to financial planning that inspires and motivates the FP&A staff and aligns to the business strategy.
• Excellent analytical, strategic conceptual thinking, strategic planning and execution skills.
• Strong business acumen, including industry, domain-specific knowledge of the Company and its business units.
• Excellent verbal and written communication skills, including the ability to explain financial concepts and budgeting techniques to business leaders, and business concepts to the workforce.
• Familiarity with industry best practices related to financial planning.

At Westwood, our purpose is to create a better world for people through our work. We transform the energy grid, design resilient infrastructure, and develop communities that will flourish today and for future generations. With over 50 years of experience and a legacy of innovation, we stand at the forefront of our industry, dedicated to understanding the unique needs of the markets we serve.

Our approach revolves around people. We are committed to building a culture that attracts, retains, and develops high performers. Our team values relationships, innovation, dedication, initiative, and growth. We believe fostering a collaborative “One Team” mentality yields superior outcomes
in everything we do.

We customize our technical capabilities and geographic reach to meet our clients where they are and help them realize their vision. We are partners in our clients’ success, driving to provide solutions that make a lasting difference. Safety, sustainability, and operational excellence are not just facets of our work; they are intrinsic to our identity, guiding every decision we make.

We are deeply invested in the communities we serve. Through our projects and giving-back initiatives, we enrich the lives of those we serve, engage others within our industry, and create a lasting impact on communities around the world. To us, success transcends the completion of projects; it is reflected in the lives we have positively impacted by our work.

Join us in creating a better world.

In 2024, Zweig Group ranked Westwood nationally at #13 and #40, respectively, on its Hot Firms and Best Firms to Work for lists. Zweig also awarded Westwood one national 1st place award for Marketing Excellence. Westwood was recently recognized as #83 in the ENR Top 500 Firms in 2024. The firm consistently ranks on the industry's top 25 lists and receives recognition for its involvement in award-winning projects nationwide.

Westwood provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We believe that diverse backgrounds strengthen our business. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training