Senior Financial Analyst | FP&A & Forecasting Leader

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

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.