Senior Financial Analyst

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

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.

• 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

• 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
• 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

• 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

• 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.