Jobs · Finance · Arizona

Corporate Analyst, Finance

Kestra Financial · Tempe, AZ · 1 wk ago
FinanceFull-time

What You’ll Do

  • Support the consolidated financial close process across multiple legal entities
  • Aid in preparation of consolidated reporting for: Monthly management reporting, Board and lender materials, Budget and forecast deliverables
  • Partner with Accounting and FP&A to ensure accurate, timely, and consistent financial reporting
  • Develop and monthly and quarterly cash flow forecasts including P&L, balance sheet, and liquidity assumptions, scenario-based cash flow modeling and M&A integration impacts
  • Sustain and enhance CPM / FP&A tools (e.g., Anaplan, Pigment)
  • Absorb and validate requirements, test (UAT), and validate financial models and reporting outputs
  • Assist in transitioning reporting and forecasting processes from manual Excel-based workflows to system-driven solutions
  • Contribute to finance transformation initiatives focused on scalability, automation, and control

What You Bring

  • Bachelor’s Degree in Finance or Accounting or related field. 2-5 years’ experience using advanced Excel functionality
  • Deep understanding of corporate reporting consolidation processes and multi-channel financial reporting
  • Hands-on experience leading ERP implementations and post-implementation support
  • Strong knowledge of finance, accounting, and controls within enterprise systems
  • Solid understanding of financial accounting
  • Excellent written and verbal communication skills
  • Strong interpersonal skills and ability to work dynamically across teams
  • Highly analytical, detail-oriented, and able to balance strategic thinking with hands-on execution
  • Proven ability to partner effectively across business lines and influence senior stakeholders

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