Revenue Analyst

Revenue Analyst

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.

The Revenue Analyst is responsible for supporting revenue reporting, forecasting, and analysis across Kestra Direct, Private Wealth (including Arden Trust), and Kestra Insurance. This role partners closely with Finance, Accounting, and business teams to deliver accurate reporting, identify key revenue drivers, and support decision-making through data analysis and financial modeling. This position plays a key role in maintaining revenue visibility, supporting planning processes, and providing insights into business performance across multiple product lines and distribution channels.

What You'll Do:

• Support consolidated revenue reporting across business lines
• Prepare and analyze monthly revenue results, including variance analysis vs. prior period and budget
• Assist in developing reporting packages and dashboards covering key metrics such as AUM-based fees, commissions, and net flows
• Partner with FP&A and Accounting to ensure alignment between reporting and financial statements
• Assist with revenue forecasting, including budget and reforecasting processes
• Build and maintain financial models to support projections and analysis
• 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

What You Bring:

• Bachelor's Degree in Finance or Accounting or related field.
• 2-5 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

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 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

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.