Revenue 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 Job Description Posted Tuesday, May 26, 2026 at 8:00 AM 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. Lead with Purpose. Partner with Impact. 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 improve reporting processes and data quality What You Bring: Bachelor’s Degree in Finance or Accounting or related field. 2‑5 years of 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. 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. Benefits Competitive pay and benefits. 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. EEO Statement 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. #J-18808-Ljbffr