Senior Financial Analyst

Lead with Purpose. Partner with Impact.
The Senior Financial Analyst is responsible for supporting reporting, forecasting, and analysis across Arden Trust, Kestra Investment Management, and Kestra Insurance. This role partners closely with Finance, Accounting, and business teams to deliver accurate reporting, identify key drivers, and support decision-making through data analysis and financial modeling. This position plays a key role in maintaining visibility, supporting planning processes, and providing insights into business performance across multiple product lines and distribution channels.

What You’ll Do:

Complete ownership of budgeting and forecasting processes of Arden Trust, Kestra Investment Management, and Kestra Insurance
Prepare and analyze monthly results, including variance analysis vs. prior period and budget
Develop reporting packages and dashboards covering key metrics such as AUM-based fees, commissions, premiums, and net flows
Build and maintain financial models to support projections and analysis
Partner with FP&A and Accounting to ensure alignment between reporting and financial statements
Perform ad hoc analysis to support business decisions and growth initiatives
Support preparation of materials for leadership and external stakeholders
Continuously improving reporting processes and data quality

What You Bring:

Bachelor’s Degree in Finance or Accounting or related field.
4-6 years’ experience using advanced Excel functionality.
Master’s Degree or CFA a plus
Strong understanding of financial analysis and revenue drivers
Advanced Excel skills
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 effectively across business lines and influence senior stakeholders
Highly analytical, detail-oriented, and able to balance strategic thinking with hands-on execution