Senior Financial Analyst: FP&A & Forecasting

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

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.