Senior Financial Analyst

Senior Financial Analyst Kestra Financial is a wealth management platform 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 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. It plays a key role in maintaining visibility, supporting planning processes, and providing insights into business performance across multiple product lines and distribution channels. Key Responsibilities Complete ownership of budgeting and forecasting processes of Arden Trust, Kestra Investment Management, and Kestra Insurance Prepare and analyze monthly results, including variance analysis versus 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 improve reporting processes and data quality Qualifications 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 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 Benefits Competitive pay and benefits with a large employer (over 1,600 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 EEO Disclosure 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. 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. #J-18808-Ljbffr