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. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

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 improving reporting processes and data quality

Requirements

• Bachelor's Degree in Finance or Accounting or related field
• 4-6 years' experience using advanced Excel functionality
• 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

Qualifications

• Master's Degree or CFA a plus

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