Revenue Analyst

Job Description

Revenue Analyst | Arden Trust Company

The Tone:
This is a key analytical role at Arden Trust Company, part of Kestra Holdings, which offers industry-leading wealth management platforms for independent financial professionals nationwide. Kestra empowers independent advisors to grow their businesses and deliver exceptional client service through advanced technology and personalized consulting. This position is vital for maintaining clear revenue visibility, identifying key performance drivers, and providing actionable insights that support strategic decision-making across multiple business lines and distribution channels. The role partners closely with Finance, Accounting, and business teams to ensure accurate reporting and support planning processes.

The TL;DR
• Role: Early Career
• Type: Full-time
• Team: Partners with Finance, Accounting, and business teams
• Mission: Delivers accurate reporting, identifies key revenue drivers, and supports decision-making through data analysis and financial modeling.
• Tech Stack: Advanced Excel

What You’ll Actually Do
• Reporting: Support the preparation and consolidation of revenue reporting across Kestra Direct, Private Wealth (including Arden Trust), and Kestra Insurance business lines.
• Analysis: Prepare detailed monthly revenue results, including comprehensive variance analysis against prior periods and budget allocations.
• Forecasting: Assist with critical revenue forecasting activities, including annual budget planning and reforecasting processes.
• Modeling: Construct and maintain robust financial models to support revenue projections and in-depth analytical reviews.
• Insights: Perform ad hoc financial analysis to support strategic business decisions and growth initiatives across the organization.

The Must-Haves
• Background: Possess a Bachelor’s Degree in Finance, Accounting, or a closely related field, demonstrating a strong foundational understanding of financial analysis and revenue drivers.
• Experience: Bring 2-5 years of professional experience, specifically utilizing advanced Excel functionality and demonstrating the ability to work effectively with large, complex datasets.
• Skills: Exhibit a solid understanding of financial statements and accounting principles, coupled with strong analytical, problem-solving, and effective communication abilities.
• Bonus: Proven ability to partner effectively across various business lines and influence senior stakeholders, balancing strategic thinking with hands-on execution while maintaining a highly analytical and detail-oriented approach.