Corporate Analyst, Finance

Kestra • Austin, TX

23h

About The Position

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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level