FP&A Analyst

Kestra PWS; Tempe (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Full health insurance

Vision insurance

Dental insurance

401(k) plans

Voluntary plans (car insurance, legal services)

Job summary

A leading financial services firm in Tempe, Arizona, is seeking a dynamic Analyst to join their FP&A team. The role involves financial forecasting, performance analysis, and modeling to support key decision-making processes. Candidates should possess strong analytical skills, a bachelor's degree in finance or accounting, and 2+ years of relevant experience. Excellent communication and Excel proficiency are essential. This firm offers comprehensive benefits including health, vision, dental, and a 401(k) plan.

Qualifications

• Bachelor's Degree in Finance or Accounting or related field.
• 2-5 years’ experience using advanced Excel functionality.
• 2+ years’ experience building financial models for C-level.

Responsibilities

• Compile, review, and present monthly financial performance.
• Prepare the annual budget and forecast revisions.
• Provide tactical financial modeling support.
• Deliver monthly reporting on key performance metrics.
• Assist in quarterly reporting to stakeholders.

Skills

Organizational skills

Analytical skills

Interpersonal skills

Advanced PowerPoint proficiency

Data visualization tools familiarity

Education

Bachelor’s Degree in Finance or Accounting

Tools

Excel

Tableau

Power BI

Job description

Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service.

Job Summary

We are looking for a bright, dynamic analyst to join our growing FP&A team. The Analyst position will report directly to the VP Finance and work closely with the CFO and other members of the senior management team to forecast and communicate company financial performance, as well as provide financial modeling support and analytics to team leaders across functional areas.

Essential Duties and Responsibilities

• Responsible for compiling, reviewing, and presenting monthly financial & operational performance across the company’s business channels.
• Lead role in preparing the annual budget and periodic forecast revisions for the company’s business channels in collaboration with the CFO, VP Finance, and other members of the senior management team.
• Provide tactical financial modeling support to cross functional leaders on key company initiatives.
• Provide monthly reporting and analysis to business leaders on key performance metrics pertaining to Revenue, Operating Expenses, EBITDA, etc...
• Own various ad hoc analysis and presentations as needed for senior management.
• Assist in quarterly reporting to lenders, equity owners, and other stakeholders.

Knowledge, Skills, and/or Abilities

• Strong organizational and analytical skills.
• Ability to think critically and thrive in a fast-paced, dynamic, and sometimes ambiguous work environment.
• Advanced PowerPoint proficiency.
• Strong interpersonal skills and ability to work dynamically across teams.
• Comfort level working with extremely large data sets.
• Proficiency in corporate finance conceptual frameworks (IRR, operating leverage, etc...).
• Solid understanding of financial accounting.
• Excellent written and verbal communication skills.
• Must be able to interact with senior management on a daily basis.
• Familiarity with data visualization tools (Tableau, PowerBI, etc..).

Education and Experience

• Bachelor’s Degree in Finance or Accounting or related field.
• 2-5 years’ experience using advanced Excel functionality.
• 2+ years’ experience building financial models to support C-level decision making.

Certificates, Licenses, Registration

• CFA, CPA, CMA, or Master’s degree (or demonstrated progress) preferred but not required

Kestra Financial is an equal opportunity employer and prohibits any 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.

Benefits include full health, vision, dental, 401(k) plans, and a host of voluntary plans such as car insurance, legal services, and more (applicable to full-time, permanent employees).