Senior Financial Analyst

Kestra PWS; Tempe (AZ); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

401(k)

Health insurance

Competitive benefits package

Supportive work environment

Opportunities for training and development

Job summary

Kestra PWS is looking for a Senior Financial Analyst to support reporting, forecasting, and analysis. You will partner with Finance and Accounting to deliver accurate insights and support decision-making across various product lines.

This role requires strong analytical skills, advanced Excel proficiency, and the ability to manage multiple priorities in a fast-paced environment. Benefits include competitive pay, health insurance, 401(k), and opportunities for professional growth.

Qualifications

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

Responsibilities

• Complete ownership of budgeting and forecasting processes.
• Prepare and analyze monthly results including variance analysis.
• Develop reporting packages covering key metrics.

Skills

Advanced Excel

Financial analysis

Problem-solving skills

Collaboration

Education

Bachelor’s Degree in Finance or Accounting

Master’s Degree or CFA

Job description

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

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

Job Description

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

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

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.