Analyst, Corporate Finance – Financial Reporting & Systems

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 financial professionals across the nation. This position is central to supporting the company’s consolidated financial reporting, cash flow forecasting, and finance systems transformation. The role drives accurate reporting, forward-looking financial insights, and scalable processes as the company experiences growth.

The TL;DR
• Role: Early Career
• Type: Full-time
• Team: Corporate Finance team, collaborating with FP&A, Accounting, and Technology.
• Mission: Supports consolidated financial reporting, cash flow forecasting, and finance systems transformation to enhance liquidity visibility and scalable processes.
• Tech Stack: Anaplan, Pigment, ERP, advanced Excel functionality

What You’ll Actually Do
• Reporting: Support the consolidated financial close process across multiple legal entities to ensure accurate and timely completion.
• Analysis: Assist in preparing consolidated reporting deliverables, including monthly management reports, Board and lender materials, and budget and forecast documents.
• Forecasting: Develop comprehensive 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.
• Systems: Support the implementation and ongoing enhancement of Corporate Performance Management (CPM) and Financial Planning & Analysis (FP&A) tools, such as Anaplan or Pigment.
• Transformation: Help transition existing reporting and forecasting processes from manual Excel-based workflows to scalable, system-driven solutions, contributing to broader finance transformation initiatives focused on automation and control.

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