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About the Role

The Senior Financial Analyst will support reporting, forecasting, and analysis for Arden Trust, Kestra Investment Management, and Kestra Insurance. This role partners with Finance, Accounting, and business teams to deliver accurate reporting, identify key drivers, and support decision-making through data analysis and financial modeling. The position is key in maintaining visibility, supporting planning processes, and providing insights into business performance across multiple product lines and distribution channels.

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 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

Requirements

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
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

Skills

Advanced Excel functionality
Financial analysis
Revenue drivers
Advanced Excel skills
Working with large datasets
Financial statements
Accounting
Analytical skills
Problem-solving skills
Communication skills
Managing multiple priorities
Collaboration
Cross-functional teamwork
Business line partnering
Influencing senior stakeholders
Strategic thinking
Hands-on execution

Experience Level

4-6 years

Education Level

Bachelor’s Degree in Finance or Accounting or related field
Master’s Degree or CFA a plus

Benefits

Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k)
Health insurance
Competitive benefits package
Supportive, collaborative environment committed to professional excellence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses

About the Company

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.
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.

Equal Opportunity

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.