Corporate Analyst, Finance
Kestra Financial · Austin, TX · Yesterday
FinanceFull-time
About the role
The Analyst, Corporate Finance will play a key role in supporting the company's consolidated financial reporting, cash flow forecasting, and finance systems transformation initiatives. This role sits at the intersection of FP&A, Accounting, and Technology, helping to drive accurate reporting, forward-looking financial insights, and scalable processes as the company grows. The ideal candidate is highly analytical, systems-oriented, and detail-driven, with experience in financial reporting, cash flow analysis, and financial modeling. This individual will be instrumental in improving data integrity, enhancing liquidity visibility, and supporting system-enabled planning in a multi-entity environment.
What You'll Do
- Support the consolidated financial close process across multiple legal entities
- Assist 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 monthly and quarterly cash flow forecasts including P&L, balance sheet, and liquidity assumptions, scenario-based cash flow modeling and M&A integration impacts
- Support implementation and ongoing enhancement of CPM / FP&A tools (e.g., Anaplan, Pigment)
- Assist in requirements gathering, testing (UAT), and validation of financial models and reporting outputs
- Help transition 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
- Ability to translate business requirements into system solutions
- 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
Benefits
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses