Corporate Analyst, Finance

Kestra Holdings

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance, Accounting, or related field.
  • 2-5 years' experience with advanced Excel functionality.
  • Deep understanding of corporate reporting consolidation processes.
  • Hands-on experience with ERP implementations and support.
  • Strong knowledge of finance, accounting, and controls in enterprise systems.

Responsibilities

  • Support the financial closing process for multiple legal entities.
  • Assist with preparation of monthly management and board reporting materials.
  • Partner with Accounting and FP&A for accurate financial reporting.
  • Develop monthly and quarterly cash flow forecasts, including scenario-based modeling.
  • Support implementation of CPM/FP&A tools like Anaplan and Pigment.
  • Gather requirements and conduct testing for financial models and reports.
  • Transition from manual Excel processes to automated system solutions.

Benefits

  • Competitive pay and benefits from a large employer with over 1600 employees.
  • 401(k) and health insurance included in the benefits package.
  • Supportive and collaborative work environment focused on professional excellence.
  • Opportunities to help clients with significant financial decisions.
  • Training, development, and growth opportunities available, including tuition reimbursement.
Full Job Description
The Analyst, Corporate Finance will play a key role in supporting the company's consolidated financial reporting, cash flow forecasting, and finance systems transformation initiatives. This role sits at the intersection of FP&A, Accounting, and Technology, helping to drive accurate reporting, forward-looking financial insights, and scalable processes as the company grows. The ideal candidate is highly analytical, systems-oriented, and detail-driven, with experience in financial reporting, cash flow analysis, and financial modeling. This individual will be instrumental in improving data integrity, enhancing liquidity visibility, and supporting system-enabled planning in a multi-entity environment. What You'll Do: • Support the consolidated financial close process across multiple legal entities • Assist in preparation of consolidated reporting for: Monthly management reporting, Board and lender materials, Budget and forecast deliverables • Partner with Accounting and FP&A to ensure accurate, timely, and consistent financial reporting • Develop and monthlyand quarterly cash flow forecasts including P&L, balance sheet, and liquidity assumptions, scenario-based cash flow modeling and M&A integration impacts • Support implementation and ongoing enhancement of CPM / FP&A tools (e.g., Anaplan, Pigment) • Assist in requirements gathering, testing (UAT), and validation of financial models and reporting outputs • Help transition reporting and forecasting processes from manual Excel-based workflows to system-driven solutions • Contribute to finance transformation initiatives focused on scalability, automation, and control What You Bring: • Bachelor's Degree in Finance or Accounting or related field. • 2-5 years' experience using advanced Excel functionality. • Deep understanding of corporate reporting consolidation processes and multi-channel financial reporting • Hands-on experience leading ERP implementations and post-implementation support • Strong knowledge of finance, accounting, and controls within enterprise systems • Ability to translate business requirements into system solutions • Solid understanding of financial accounting. • Excellent written and verbal communication skills. • Strong interpersonal skills and ability to work dynamically across teams. • Highly analytical, detail-oriented, and able to balance strategic thinking with hands-on execution • Proven ability to partner effectively across business lines and influence senior stakeholders 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 current role unless approved by EVP. Benefits to support you: • Competitive pay and benefits with a large employer (over 1600 employees nationwide) • 401(k), health insurance, and a competitive benefits package • Work in a supportive, collaborative environment committed to professional excellence • Help clients navigate meaningful financial decisions with confidence • Opportunities for training, development, and long-term growth within the firm • Tuition reimbursement for qualified expenses

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