Senior Analyst, Investment Accounting New Boston, Massachusetts, United States

Global Atlantic Financial Group; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading insurance company, Global Atlantic Financial Group, is seeking an Investment Accountant to join the Investment Accounting COE team in New York. The role involves ensuring accuracy in reconciliation processes and supporting the integrity of financial reporting. Ideal candidates will possess a BS in Finance and relevant professional experience, with a focus on process improvement in investment operations.

Benefits

Annual cash bonuses

Long-term incentives (equity)

Generous benefits including 401(k) match

Qualifications

• 4+ years relevant experience in Investment Accounting or Operations.
• Strong understanding of investment accounting principles under US GAAP.
• Experience with Clearwater Analytics preferred.

Responsibilities

• Prepare investment-related reconciliations for US GAAP and statutory reporting.
• Assist with clearing and reconciliation of investment-related transactions.
• Support timely clearing and recognition of investment-related transactions.

Skills

Analytical skills

Process improvement

Education

BS in Finance, Accounting, Economics, Business

CPA, MBA preferred

Tools

MS Excel

Hyperion query tools

Peoplesoft platforms

Job description

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

POSITION OVERVIEW

Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting.

This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis.

Responsibilities include, but are not limited to:

• Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes
• Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers
• Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger
• Support monthly monitoring and substantiation of investment-related suspense accounts
• Provide support for audit requests
• Assist with ad-hoc projects as needed

QUALIFICATIONS

• BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred
• 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations
• Strong understanding of investment accounting principles under US GAAP and STAT
• Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus.
• Strong focus on process improvement and automation and analytical skills
• Ability to successfully handle competing priorities and multiple deliverables
• Experience with Clearwater Analytics or similar investment accounting platforms preferred

Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office.

Global Atlantic’sbase salary rangeis determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.

The base salary range for this position is $80,000-$110,000.

Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to [e-mail]

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

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How did you hear about this job? (if you were referred, please indicate the name of your referrer)

Have you worked for any company or third-party provider where you worked on matters involving Global Atlantic Financial Group or KKR in the last 24 months, to include, your current and/or previous employers?

If YES, what company were you working at while involved with a Global Atlantic or KKR account?

Have you applied for a full time or contract position with Global Atlantic within the past 6 months?

What is your desired salary (break out bonus and base)?

What is your current Company Name or if you are not working, the name of your last Company where you were employed?

What is your current Job Title? If you are not working, what was your Job Title in your last role?

Do you have a family member that works or has worked for Global Atlantic or KKR?

If Yes, please provide the name of the current or former GA or KKR employee and the nature of your relationship with the individual(s).

Will you require our company to sponsor you to obtain, maintain, or extend current or future U.S. Employment/ Work Authorization? (Please note, this may refer to, but may not be limited to an F-1 CPT/ F-1 OPT/ STEM OPT status, H1B Visa Petition, O1 Visa Petition, E-3 Petition, J-1 status, TN status, H-1B1 status and 'job flexibility benefits' including I-140 portability or adjustment of status portability for long-delayed adjustment of status applications that have been pending for at least 180 days or longer.)

If you replied yes to the question above, please explain.

Are you legally authorized to work in the United States?