Corporate Analyst, Finance

Kestra Holdings offers industry‑leading wealth management platforms for independent wealth management professionals nationwide. Kestra is 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.

This Analyst, Corporate Finance will play a key role in supporting the company’s consolidated financial reporting, cash flow forecasting, and finance systems transformation initiatives. The 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.

The candidate will improve data integrity, enhance liquidity visibility, and support system‑enabled planning in a multi‑entity environment.

• Support the consolidated financial close process across multiple legal entities
• Assist in preparation of consolidated reporting for monthly management reports, Board and lender materials, and 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

• Bachelor’s Degree in Finance, 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

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

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

• 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.
• Kestra Financial commits to 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.