Senior Financial Analyst

About the role

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. The Senior Financial Analyst supports reporting, forecasting, and analysis across Arden Trust, Kestra Investment Management, and Kestra Insurance, partnering closely with Finance, Accounting, and business teams to deliver accurate reporting, identify key drivers, and support decision-making through data analysis and financial modeling.

Responsibilities

• Complete ownership of budgeting and forecasting processes of Arden Trust, Kestra Investment Management, and Kestra Insurance
• Prepare and analyze monthly results, including variance analysis vs. prior period and budget
• Develop reporting packages and dashboards covering key metrics such as AUM-based fees, commissions, premiums, and net flows
• Build and maintain financial models to support projections and analysis
• Partner with FP&A and Accounting to ensure alignment between reporting and financial statements
• Perform ad hoc analysis to support business decisions and growth initiatives
• Support preparation of materials for leadership and external stakeholders
• Continuously improve reporting processes and data quality

Requirements

• Bachelor’s Degree in Finance or Accounting or related field
• 4-6 years’ experience using advanced Excel functionality
• Master’s Degree or CFA a plus
• Strong understanding of financial analysis and revenue drivers
• Advanced Excel skills
• Ability to work with large datasets
• Solid understanding of financial statements and accounting
• Strong analytical and problem-solving skills
• Effective communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Collaborative mindset with cross-functional teams
• Proven ability to partner effectively across business lines and influence senior stakeholders
• Highly analytical, detail-oriented, and able to balance strategic thinking with hands-on execution

Benefits

• Competitive pay and benefits with a large employer (over 1,600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Supportive, collaborative environment committed to professional excellence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.