Financial Analyst

Kestra Investment Management, LLC; Tempe (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

Kestra Investment Management seeks a Financial Analyst to support budgeting, forecasting, and analysis across Arden Trust, Kestra Investment Management, and Kestra Insurance.

You will partner with Finance, Accounting, and business teams to deliver insights, build models, and maintain reporting quality in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance or Accounting or related field.
• 2-4 years’ experience using advanced Excel functionality.
• Master’s Degree or CFA a plus.
• Strong understanding of financial analysis and revenue drivers.
• Ability to work with large datasets.
• Solid understanding of financial statements and accounting.
• Strong analytical and problem-solving skills.
• Effective communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Collaborative mindset with cross-functional teams.
• Proven ability to partner effectively across business lines and influence senior stakeholders.

Responsibilities

• Support budgeting and forecasting processes of Arden Trust, Kestra Investment Management, and Kestra Insurance.
• Prepare and analyze monthly results, including variance analysis vs. prior period and budget.
• Develop reporting packages and dashboards covering key metrics such as AUM-based fees, commissions, premiums, and net flows.
• Build and maintain financial models to support projections and analysis.
• Partner with FP&A and Accounting to ensure alignment between reporting and financial statements.
• Perform ad hoc analysis to support business decisions and growth initiatives.
• Support preparation of materials for leadership and external stakeholders.
• Continuously improving reporting processes and data quality.

Skills

Advanced Excel

Financial analysis

Data interpretation

Communication

Cross-functional collaboration

Problem solving

Time management

Education

Bachelor’s degree in Finance or Accounting or related field

Master’s Degree or CFA a plus

Tools

Excel

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients. Lead with Purpose. Partner with Impact. The Financial Analyst is responsible for supporting reporting, forecasting, and analysis across Arden Trust, Kestra Investment Management, and Kestra Insurance. This role partners closely with Finance, Accounting, and business teams to deliver accurate reporting, identify key drivers, and support decision-making through data analysis and financial modeling. This position plays a key role in maintaining visibility, supporting planning processes, and providing insights into business performance across multiple product lines and distribution channels.

What You’ll Do

• Supporting of budgeting and forecasting processes of Arden Trust, Kestra Investment Management, and Kestra Insurance.
• Prepare and analyze monthly results, including variance analysis vs. prior period and budget.
• Develop reporting packages and dashboards covering key metrics such as AUM-based fees, commissions, premiums, and net flows.
• Build and maintain financial models to support projections and analysis.
• Partner with FP&A and Accounting to ensure alignment between reporting and financial statements.
• Perform ad hoc analysis to support business decisions and growth initiatives.
• Support preparation of materials for leadership and external stakeholders.
• Continuously improving reporting processes and data quality.

What You Bring

• Bachelor’s Degree in Finance or Accounting or related field.
• 2-4 years’ experience using advanced Excel functionality.
• Master’s Degree or CFA a plus.
• Strong understanding of financial analysis and revenue drivers.
• Advanced Excel skills.
• Ability to work with large datasets.
• Solid understanding of financial statements and accounting.
• Strong analytical and problem-solving skills.
• Effective communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Collaborative mindset with cross-functional teams.
• Proven ability to partner effectively across business lines and influence senior stakeholders.
• Highly analytical, detail-oriented, and able to balance strategic thinking with hands‑on execution.

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.