ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
SUMMARY:
We are looking for a bright, dynamic analyst to join our growing FP&A team. The Analyst position will report directly to the VP Finance and work closely with the CFO and other members of the senior management team to forecast and communicate company financial performance, as well as provide financial modeling support and analytics to team leaders across functional areas.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Responsible for compiling, reviewing, and presenting monthly financial & operational performance across the company’s business channels.
- Lead role in preparing the annual budget and periodic forecast revisions for the company’s business channels in collaboration with the CFO, VP Finance, and other members of the senior management team.
- Provide tactical financial modeling support to cross functional leaders on key company initiatives.
- Provide monthly reporting and analysis to business leaders on key performance metrics pertaining to Revenue, Operating Expenses, EBITDA, etc...
- Own various ad hoc analysis and presentations as needed for senior management.
- Assist in quarterly reporting to lenders, equity owners, and other stakeholders.
KNOWLEDGE, SKILLS, AND/OR ABILITIES:
- Advanced Excel proficiency.
- Strong organizational and analytical skills.
- Ability to think critically and thrive in a fast-paced, dynamic, and sometimes ambiguous work environment.
- Advanced PowerPoint proficiency.
- Strong interpersonal skills and ability to work dynamically across teams.
- Comfort level working with extremely large data sets.
- Proficiency in corporate finance conceptual frameworks (IRR, operating leverage, etc...).
- Solid understanding of financial accounting.
- Excellent written and verbal communication skills.
- Must be able to interact with senior management on a daily basis.
- Familiarity with data visualization tools (Tableau, PowerBI, etc..).
SUPERVISORY RESPONSIBLITIES: None
EDUCATION AND EXPERIENCE:
- Bachelor’s Degree in Finance or Accounting or related field.
- 2-5 years’ experience using advanced Excel functionality.
- 2+ years’ experience building financial models to support C-level decision making.
CERTIFICATES, LICENSES, REGISTRATION:
- CFA, CPA, CMA, or Master’s degree (or demonstrated progress) preferred but not required
INTERNAL APPLICANT 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:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
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.
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.
Skills Required
- Bachelor's degree in Finance, Accounting, or a related field
- 2–5 years of experience using advanced Excel functionality
- At least 2 years of experience building financial models for C-level decision-making
- Advanced Excel proficiency
- Advanced PowerPoint proficiency
- Strong analytical, organizational, interpersonal, written, and verbal communication skills
- Understanding of corporate finance concepts and financial accounting
- Experience working with extremely large data sets
- CFA, CPA, CMA, or master's degree, or demonstrated progress toward one
What We Do
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
