Senior Financial Analyst

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 Lead with Purpose. Partner with Impact. The Senior Financial Analyst is responsible for supporting reporting, forecasting, and analysis across Arden Trust, Kestra Investment Management, and Kestra Insurance. This role partners closely with Finance, Accounting, and business teams to deliver accurate reporting, identify key drivers, and support decision-making through data analysis and financial modeling. This position plays a key role in maintaining visibility, supporting planning processes, and providing insights into business performance across multiple product lines and distribution channels. What You’ll Do: Complete ownership of budgeting and forecasting processes of Arden Trust, Kestra Investment Management, and Kestra InsurancePrepare and analyze monthly results, including variance analysis vs. prior period and budgetDevelop reporting packages and dashboards covering key metrics such as AUM-based fees, commissions, premiums, and net flowsBuild and maintain financial models to support projections and analysisPartner with FP&A and Accounting to ensure alignment between reporting and financial statementsPerform ad hoc analysis to support business decisions and growth initiativesSupport preparation of materials for leadership and external stakeholdersContinuously improving reporting processes and data quality What You Bring: Bachelor’s Degree in Finance or Accounting or related field. 4-6 years’ experience using advanced Excel functionality. Master’s Degree or CFA a plusStrong understanding of financial analysis and revenue driversAdvanced Excel skillsAbility to work with large datasetsSolid understanding of financial statements and accountingStrong analytical and problem-solving skillsEffective communication skillsAbility to manage multiple priorities in a fast-paced environmentCollaborative mindset with cross-functional teamsProven ability to partner effectively across business lines and influence senior stakeholdersHighly analytical, detail-oriented, and able to balance strategic thinking with hands-on execution Internal Application Policy: 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. Benefits to support you: Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expenses Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team. Explore Life at Kestra Kestra Holdings Website: https://www.kestrafinancial.com/ Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE LinkedIn: https://www.linkedin.com/company/kestra-financial Apply Today Lead with purpose. Apply now and help shape the future of Kestra. Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.