Senior Financial Analyst

Kestra Holdings; Austin (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k)

Health insurance

Training and development opportunities

Job summary

Kestra Holdings is looking for a Senior Financial Analyst in Austin, Texas. This role involves budgeting, forecasting, and financial analysis across business teams. Ideal candidates will have a Bachelor’s Degree in Finance or Accounting, along with 4-6 years of experience in financial analysis and advanced Excel skills.

The position comes with competitive pay, benefits, and opportunities for professional growth in a supportive environment.

Qualifications

• 4-6 years’ experience using advanced Excel functionality.
• Strong understanding of financial analysis and revenue drivers.
• Ability to work with large datasets.

Responsibilities

• Complete ownership of budgeting and forecasting processes.
• Prepare and analyze monthly results including variance analysis.
• Develop reporting packages and dashboards covering key metrics.
• Build and maintain financial models to support projections.
• Support preparation of materials for leadership and stakeholders.

Skills

Advanced Excel skills

Financial analysis

Analytical and problem-solving skills

Ability to manage multiple priorities

Education

Bachelor’s Degree in Finance or Accounting

Master’s Degree or CFA

Job description

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Job Description

Posted Monday, June 29, 2026 at 8:00 AM

Kestra Financial is a wealth management platform 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 Senior 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:

• Complete ownership 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.
• 4-6 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
• 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

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.

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• 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.