Manager, Corporate Finance

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact.

The Manager of Corporate Finance is responsible for leading the company’s financial consolidation processes, enterprise systems (ERP) implementation and optimization, and finance-related IT support. This role serves as a critical bridge between Finance, Accounting, and Technology, ensuring accurate consolidated financial reporting, scalable systems infrastructure, and efficient business processes across multiple entities and business lines. The ideal candidate brings deep experience in corporate consolidations, ERP implementations, and financial systems governance, with the ability to operate both strategically and hands-on in a complex, multi-entity environment.

What You’ll Do:

• Own and manage the company’s consolidated financial close and reporting processes across all legal entities
• Own consolidation for all financial reporting including Board Presentations, Budget decks etc.
• Partner with Accounting and FP&A to ensure accurate, timely, and compliant consolidated financial reporting
• Lead ERP system implementations (SME), upgrades, and enhancements, including requirements gathering, design, testing, and deployment and drive process standardization, automation, and controls through system-enabled solutions
• Act as the business owner for finance-related ERP modules ensuring ERP configurations align with reporting requirements and business needs
• Partner with IT, external implementation partners, and functional stakeholders to ensure successful project execution
• Serve as a key liaison between Finance and IT to prioritize system initiatives and resolve issues
  
  

What You Bring:

• Bachelor’s Degree in Finance or Accounting or related field.
• 5-7 years’ experience using advanced Excel functionality.
• 5 years’ experience building financial models to support C-level decision making.
• 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
  
  

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.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

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.