Financial Analyst
Kestra Holdings
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- Location
- Tempe, AZ
- Work style
- On-site
- Posted
- Oct 21
- 1 day ago
Career path
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About the company
Kestra Holdings
Financial services · 1,001 to 5,000 employees
What you'll do
- Support budgeting and forecasting processes
- Prepare and analyze monthly results, including variance analysis
- Develop reporting packages and dashboards covering key metrics
- Build and maintain financial models
- Partner with FP&A and Accounting to align 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
What you need
- Bachelor’s Degree in Finance or Accounting or related field
- 2-4 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
- Master’s Degree or CFA (preferred)
- Education: a bachelor's degree, a postgraduate degree or a professional certificate
Key skills
Advanced Excel skillsFinancial analysisFinancial modelingLarge datasetsFinancial statementsAccountingAnalytical and problem-solving skillsCommunication skillsCross-functional teams
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Read the full posting here
Lead with Purpose. Partner with Impact.
The
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. This position plays a key role in
maintaining
visibility, supporting planning processes, and providing insights into business performance across multiple product lines and distribution channels.
What
You’ll
Do:
Supporting
of
budgeting and forecasting
process
es
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,
pr
emiums,
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.
What You Bring:
Bachelor’s Degree in Finance or Accounting
or related field.
2-4
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.