Financial Analyst

Kestra Holdings • Tempe, AZ

7d

About The Position

The Financial Analyst supports reporting, forecasting, and analysis across Arden Trust, Kestra Investment Management, and Kestra Insurance. The 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. It helps maintain visibility, support planning processes, and provide insights into business performance across multiple product lines and distribution channels.

Requirements

• Bachelor’s degree in Finance, Accounting, or a 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.
• 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 and detail-oriented, with the ability to balance strategic thinking and hands-on execution.

Nice To Haves

• Master’s degree or CFA.

Responsibilities

• Support budgeting and forecasting processes for Arden Trust, Kestra Investment Management, and Kestra Insurance.
• Prepare and analyze monthly results, including variance analysis against prior periods 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.

What This Job Offers

• Job Type: Full-time