Analyst, Corporate Finance

Job Description

Corporate Analyst, Finance | Kestra Financial

The Tone:
This is a full-time role at Kestra Financial. Kestra Holdings offers industry-leading wealth management platforms designed to empower independent wealth management professionals nationwide, enabling them to grow their businesses and deliver exceptional client service. The Corporate Analyst, Finance will play a pivotal role in supporting the company’s consolidated financial reporting, comprehensive cash flow forecasting, and critical finance systems transformation initiatives. This position is strategically important, sitting at the intersection of FP&A, Accounting, and Technology, and is crucial for driving accurate financial reporting, generating forward-looking financial insights, and establishing scalable processes as the company continues its growth trajectory.

The TL;DR
• Role: Early Career
• Type: Full-time

• Team: Intersection of FP&A, Accounting, and Technology
• Mission: Improve data integrity, enhance liquidity visibility, and support system-enabled planning within a multi-entity environment.
• Tech Stack: Anaplan, Pigment, advanced Excel functionality, ERP systems

What You’ll Actually Do
• Financial Close Management: Support the consolidated financial close process across Kestra’s multiple legal entities, ensuring accuracy and consistency.
• Reporting & Deliverables: Assist in the comprehensive preparation of consolidated reporting, including monthly management reports, critical Board and lender materials, and detailed budget and forecast deliverables.
• Cash Flow & Liquidity Forecasting: Develop robust monthly and quarterly cash flow forecasts, incorporating P&L, balance sheet, and liquidity assumptions, along with scenario-based cash flow modeling and M&A integration impacts.
• Financial System Enhancement: Support the implementation and ongoing enhancement of Corporate Performance Management (CPM) and FP&A tools, such as Anaplan and Pigment.
• Process Automation & Transformation: Help transition existing manual Excel-based reporting and forecasting workflows to more efficient, system-driven solutions, contributing to broader finance transformation initiatives focused on scalability, automation, and control.
• Data Integrity & Validation: Assist in requirements gathering, user acceptance testing (UAT), and validation of financial models and reporting outputs to ensure data integrity and accuracy.

The Must-Haves
• Background: Bachelor’s Degree in Finance, Accounting, or a related field; possessing a deep understanding of corporate reporting consolidation processes, multi-channel financial reporting, and solid knowledge of financial accounting.
• Experience: 2-5 years of experience, including extensive use of advanced Excel functionality; hands-on experience leading ERP implementations and providing post-implementation support; proven experience in financial reporting, cash flow analysis, and financial modeling.
• Skills: Highly analytical, systems-oriented, and detail-driven, with the ability to balance strategic thinking with hands-on execution; excellent written and verbal communication skills; strong interpersonal skills, including the ability to work dynamically across teams and translate business requirements into system solutions.