Analyst, Corporate Finance

Job Description

Corporate Analyst, Finance | Kestra Financial

The Tone:
This is a full-time role at Kestra Financial, located in Austin, TX. Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide, empowering them to grow their businesses and deliver exceptional client service. This role is crucial for supporting the company’s consolidated financial reporting, cash flow forecasting, and finance systems transformation initiatives, helping to drive accurate reporting, forward-looking financial insights, and scalable processes as the company expands.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Austin, TX

• Mission: Drive accurate reporting, forward-looking financial insights, and scalable processes in a multi-entity environment.
• Tech Stack: Anaplan, Pigment (CPM/FP&A tools), ERP systems, advanced Excel functionality

What You’ll Actually Do
• Close: Support the consolidated financial close process across multiple legal entities.
• Reporting: Assist in preparing consolidated reporting for monthly management, Board, lender materials, budget, and forecast deliverables.
• Forecasting: Develop monthly and quarterly cash flow forecasts, including P&L, balance sheet, liquidity assumptions, scenario modeling, and M&A integration impacts.
• Systems: Support the implementation and ongoing enhancement of corporate performance management (CPM) and financial planning and analysis (FP&A) tools.
• Transformation: Help transition reporting and forecasting processes from manual Excel-based workflows to system-driven solutions.

The Must-Haves
• Background: Bachelor’s Degree in Finance or Accounting or a related field. This role requires a deep understanding of corporate reporting consolidation processes, multi-channel financial reporting, and financial accounting, along with knowledge of finance, accounting, and controls within enterprise systems.
• Experience: 2-5 years’ experience using advanced Excel functionality. Hands-on experience leading ERP implementations and providing post-implementation support.
• Skills: Highly analytical and detail-oriented, with the ability to balance strategic thinking with hands-on execution. Strong written and verbal communication skills. Strong interpersonal skills and ability to work dynamically across teams. Ability to translate business requirements into system solutions.
• Bonus: Proven ability to partner effectively across business lines and influence senior stakeholders.