Analyst, Corporate Finance

Job Description

Corporate Analyst, Finance | Kestra Financial

The Tone:
This is a full-time role at Kestra Financial. Kestra Holdings provides 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 grows.

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

• Mission: Driving accurate reporting, forward-looking financial insights, and scalable processes through financial reporting, cash flow forecasting, and finance systems transformation in a multi-entity environment.
• Tech Stack: Anaplan, Pigment, Excel, ERP systems

What You’ll Actually Do
• Financial Close: Support the consolidated financial close process across multiple legal entities.
• Reporting Preparation: Assist in preparation of consolidated reporting for monthly management, 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 modeling, and M&A integration impacts.
• System Enhancement: Support implementation and ongoing enhancement of CPM / FP&A tools such as Anaplan and Pigment, including requirements gathering, testing, and validation.
• Finance Transformation: Contribute to finance transformation initiatives focused on scalability, automation, and control, transitioning reporting and forecasting from manual to system-driven solutions.

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