Financial Operations Analyst Jobs in Arizona

INTRODUCTION

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 Revenue Operations specialist will play a role in supporting all Business Development organizations. It is a tactical role that serves as a trusted advisor to the Business Development (Sales) teams of Kestra Holdings: Kestra Financial (KF), Kestra Private Wealth Services (PWS) and Bluespring Wealth Partners (BSW). Descriptions of each business unit are at the end of the job description. The role provides key support to Business Development in the units, Marketing, Finance, and executive management. This position enables the success of the sales organizations by prioritizing and managing key activities and representing the perspective of the sales teams in working with internal and external stakeholders. This position reports to the Director of Revenue Operations.

ROLE AND RESPONSIBILITIES

What you’ll Do:

Your goal will be to support day-to-day operations and drive revenue for the Go-To-Marketing organization. You will use people, process and technology to improve:

• Connectivity – providing communications, reporting, and systems integration
• Collaboration – annual and project planning, executing projects, and achieving strategic objectives, including lead yields and bookings goals
• Customer Experience – Use technology, automation, and training to help provide our customers with the best possible experience at every touchpoint
• Insights – using our Marketing Automation and CRM data and BI tools
• Enablement – provide the content and training our GTM team needs to excel at every aspect of our revenue processes

BASIC QUALIFICATIONS

What You Bring:

• Math, Finance, Economics, and business degrees required and/or extensive experience in revenue operations and enablement.
• Monthly Reporting and Data Analysis - Own the preparation and delivery of recurring monthly reports around sales activity and deals, ensuring accuracy and actionable insights. Analyze trends across closed lead generation, deals, pipeline, and performance metrics to support leadership decision-making and identify opportunities for improvement. This includes both recurring monthly data packages as well as supporting QBR decks and other requests.
• Pipeline Management - Monitor and maintain pipeline integrity across all stages (MQL to Post-Onboarding). Partner with Marketing and Sales leadership to validate data quality and provide accurate forecasting models that drive predictability and inform strategic planning. Additionally, this role will follow up on data inaccuracies, helping hold individual contributors accountable to have accurate deal-level information. This will be done by reviewing key data points on closed deals by validating contracts and other outliers within the pipeline.
• Process & System Documentation - Develop and maintain clear documentation for business development processes, workflows, and system (SFDC) configurations. Ensure all stakeholders have access to up-to-date resources that promote consistency and compliance across the organization. This will result in creating a repository of training materials for Business Development end users, as well as cross-functional partners to run reports and gather data in a clear manner.
• Salesforce Process Optimization - Evaluate and enhance Salesforce processes to improve efficiency and data accuracy. Implement best practices, troubleshoot issues, and collaborate with cross-functional teams to optimize system usage and adoption.
• Strategic Projects and Ad Hoc Requests - Support high-impact initiatives and special projects that advance revenue operations strategy. Respond to ad hoc analysis and reporting requests with agility, delivering insights that enable informed business decisions.
• Extensive knowledge of Salesforce (its reporting and analytical capabilities and business requirements development), Excel, Tableau and other analytical software
• 1-3 years of experience and proven success in go-to-market strategy and operations roles across the revenue funnels.
• Strong presentation and communication skills (written and verbal). Ability to communicate advanced analytical concepts and complex quantitative analysis in a concise, clear, and actionable manner.
• Strong interpersonal/negotiation skills, to include conflict resolution; demonstrated skills in systematic problem solving.
• Self-starter who is interested in learning the industry and all relevant business units.

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.

PREFERRED QUALIFICATIONS

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.

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.