Teams at Kestra Financial

Supports budgeting, forecasting, monthly financial reporting, variance analysis, dashboards, financial modeling, and ad hoc analysis across multiple business lines. Partners with FP&A, Accounting, and business teams to ensure accurate reporting, analyze revenue drivers, improve data quality, and provide insights for leadership decision-making. The role requires advanced Excel skills, financial statement knowledge, analytical ability, and effective cross-functional collaboration.

Investigate and respond to cybersecurity incidents, manage escalated SOC alerts, conduct threat hunting and digital forensics, perform root cause analysis, develop mitigation strategies and incident response playbooks, support audits, and collaborate with IT and security teams to contain and remediate threats.

Supports financial professionals with trade-related operational needs, including complex transactions, trade breaks, corrections, alternative investments, securities-backed lending, and reporting inquiries. Maintains trade logs, blotters, statistics, and regulatory documentation while reviewing reports and escalating issues. Requires knowledge of fixed income and trading processes, strong analytical and communication skills, attention to detail, and proficiency with Microsoft Office, Salesforce, and clearing-firm systems. Series 7 and 63 or 66 licenses are required, with additional licenses required within six months of management request.