Senior Financial Analyst

Kestra Financial offers a collaborative culture with strong professional development and the stability of a large employer. This onsite Senior Financial Analyst role in Tempe, AZ supports reporting, forecasting, and analysis across Arden Trust, Kestra Investment Management, and Kestra Insurance. You will partner with Finance, Accounting, and business teams to deliver accurate reporting and data-driven decision support through financial modeling across multiple product lines and distribution channels.

Benefits

• Competitive compensation and comprehensive benefits with a large employer
• 401(k) plan with employer match and health insurance
• Collaborative environment committed to professional excellence
• Support for clients navigating meaningful financial decisions with confidence
• Training, development, and long-term growth opportunities within the firm
• Tuition reimbursement for qualified expenses

Responsibilities

• Own budgeting and forecasting cycles for Arden Trust, Kestra Investment Management, and Kestra Insurance
• Analyze monthly results with variance analysis against prior periods and budgets
• Develop reporting packages and dashboards covering metrics such as AUM-based fees, commissions, premiums, and net flows
• Build and maintain financial models to support projections and scenario analysis
• Collaborate with FP&A and Accounting to ensure alignment between reporting and the financial statements
• Conduct ad hoc analyses to inform business decisions and growth initiatives
• Assist in preparing materials for leadership and external stakeholders
• Drive continuous improvements to reporting processes and data quality

Requirements

• Bachelor’s Degree in Finance or Accounting or related field
• 4-6 years of experience using advanced Excel functionality
• Master’s Degree or CFA a plus
• Strong understanding of financial analysis and revenue drivers
• Proficient in advanced Excel techniques
• Ability to work with large datasets
• Solid understanding of financial statements and accounting
• Strong analytical and problem-solving skills
• Effective communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Collaborative mindset with cross-functional teams
• Proven ability to partner across business lines and influence senior stakeholders
• Highly analytical, detail-oriented, and able to balance strategic thinking with hands-on execution

Technologies

• Microsoft Excel

Internal Application 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 their current role unless approved by the EVP

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.