Kestra Financial · 3 months ago
Procurement Analyst
Kestra Financial offers industry-leading wealth management platforms for independent wealth management professionals nationwide. The Procurement Analyst is responsible for conducting spend analysis and contract consolidation to provide visibility and transparency to the organization, while supporting the Procurement Director in various aspects of the strategic procurement process.
BankingConsultingFinanceFinancial Services
Responsibilities
Manage company-wide spend analytics and categorization/segmentation of suppliers
Performs spend and usage analysis from a variety of sources, including supplier provided data
Work with business and finance leaders to identify and drive savings focusing on total cost of ownership
Manage the fundamentals of sourcing and supplier engagement activities and process
Conduct market analysis and exploration on new prospective suppliers
Prepare and organize bid packages in collaboration with business stakeholders
Supports and assists in contract negotiation process with suppliers
Prepare total cost of ownership analysis on bids and provide recommendations on supplier selection
Document standardized procurement & sourcing processes
Establish scorecard metrics to drive accountability among suppliers
Track and report procurement metrics to internal stakeholders
Manage and organize existing supplier contracts, including tracking of key dates
Qualification
Required
Analytically focused and motivated
Proficient in the use of standard procurement tools and methods
Can coordinate across multiple stakeholder groups
Strong interpersonal skills including persuasive oral communications
Excellent written and verbal communication skills
Excellent analytical, critical thinking, and problem resolution skills
Proficient in Microsoft Office 365 applications
Advanced Excel skills and data analysis/query software
Bachelor's degree in Business Management, Supply Chain, or related field
2+ years of experience in analyst, category management, procurement or sourcing roles
Experience in the financial services industry
Experience with ERPs, procurement/sourcing tools, and contract tools
Benefits
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
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Recent News
2025-11-20
2025-11-04
2025-10-27
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