Corporate Analyst, Finance

Analyst, Corporate 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.

The Analyst, Corporate Finance will play a key role in supporting the company's consolidated financial reporting, cash flow forecasting, and finance systems transformation initiatives. This 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. This individual will be instrumental in improving data integrity, enhancing liquidity visibility, and supporting system-enabled planning in a multi-entity environment.

What You'll Do:

• Support the consolidated financial close process across multiple legal entities
• Assist in preparation of consolidated reporting for: Monthly management reporting, Board and lender materials, Budget and forecast deliverables
• Partner with Accounting and FP&A to ensure accurate, timely, and consistent financial reporting
• Develop and 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

What You Bring:

• Bachelor's Degree in Finance or 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 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.