Analyst, Corporate Finance

Job Description

Corporate Analyst, Finance | Kestra Financial

The Tone:
This is a role at Kestra Financial, a company dedicated to empowering independent financial professionals with industry-leading wealth management platforms. The organization builds advanced business management technology and provides personalized consulting to offer unmatched scale, efficiency, and support. This role is crucial for supporting consolidated financial reporting, cash flow forecasting, and finance systems transformation, which drives accurate reporting, forward-looking financial insights, and scalable processes as the company expands.

The TL;DR
• Role: Early Career
• Mission: Drive accurate reporting, forward-looking financial insights, and scalable processes in a multi-entity environment.
• Team: Sits at the intersection of FP&A, Accounting, and Technology.
• Tech Stack: Anaplan, Pigment, ERP, Advanced Excel functionality

What You’ll Actually Do
• Reporting Support: Support the consolidated financial close process across multiple legal entities.
• Deliverable Preparation: Assist in the preparation of consolidated reporting for monthly management reporting, Board and lender materials, and budget and forecast deliverables.
• Cash Flow Forecasting: Develop monthly and quarterly cash flow forecasts, including P&L, balance sheet, liquidity assumptions, scenario-based modeling, and M&A integration impacts.
• System Enhancement: Support the implementation and ongoing enhancement of CPM / FP&A tools and assist in requirements gathering, testing, and validation of financial models and reporting outputs.
• Process Transformation: Help transition reporting and forecasting processes from manual Excel-based workflows to system-driven solutions and contribute to finance transformation initiatives focused on scalability, automation, and control.

The Must-Haves
• Background: Bachelor’s Degree in Finance, Accounting, or a related field; deep understanding of corporate reporting consolidation processes and multi-channel financial reporting; solid understanding of financial accounting; strong 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 post-implementation support.
• Skills: Highly analytical, detail-oriented, and able to balance strategic thinking with hands-on execution; excellent 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.