Analyst, Corporate Finance

Job Description

Corporate Analyst, Finance | Kestra Financial

The Tone:
This is a role at Kestra Financial, a company that offers industry-leading wealth management platforms for independent financial professionals nationwide. Kestra empowers independent financial advisors to grow their businesses and deliver exceptional client service by combining advanced technology with personalized consulting. This role is crucial for supporting the company’s consolidated financial reporting, cash flow forecasting, and finance systems transformation initiatives, directly contributing to accurate financial insights and scalable processes as the company expands.

The TL;DR
• Role: Early Career
• Location: Not specified

• Team: Sits at the intersection of FP&A, Accounting, and Technology
• Mission: Drive accurate reporting, forward-looking financial insights, and scalable processes in a multi-entity environment.
• Tech Stack: Anaplan, Pigment (CPM / FP&A tools), Excel

What You’ll Actually Do
• Financial Close: Support the consolidated financial close process across multiple legal entities.
• Reporting Preparation: Assist in preparing 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, assisting in requirements gathering, testing, and validation of models and outputs.
• Process Transformation: Help transition reporting and forecasting processes from manual Excel-based workflows to system-driven solutions, contributing to finance transformation initiatives.

The Must-Haves
• Background: Bachelor’s Degree in Finance, Accounting, or a related field.
• Experience: 2-5 years’ experience using advanced Excel functionality, hands-on experience leading ERP implementations and post-implementation support, and a deep understanding of corporate reporting consolidation processes and multi-channel financial reporting.
• Skills: Financial reporting, cash flow analysis, financial modeling, financial accounting, controls within enterprise systems, and the ability to translate business requirements into system solutions.
• Bonus: 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; proven ability to partner effectively across business lines and influence senior stakeholders.