Full-Time

Associate – Investment Accounting

Confirmed live in the last 24 hours

Global Atlantic

Global Atlantic

1,001-5,000 employees

Provides capital and risk management solutions

Fintech
Financial Services

Compensation Overview

$72.5k - $138kAnnually

+ Annual Cash Bonuses + Long-term Incentives + Sales Incentives

Mid

No H1B Sponsorship

Boston, MA, USA

Hybrid position; in-office presence required 3-4 days per week.

Category
Cost Accounting
Financial Accounting
Financial Analysis
Accounting
Required Skills
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in accounting, Finance or related concentration.
  • 4+ years relevant experience; insurance industry experience and accounting, reporting, and investments is preferred.
  • Public accounting experience is a plus, statutory accounting experience is a plus.
  • Strong communication skills, work ethic and high level of personal integrity and accountability.
  • Organized, hardworking, great communicators, and technically strong, with a background in accounting and reporting.
  • PowerPoint, Excel, Word skills required.
Responsibilities
  • Complete stat assignments including but not limited to investment NAIC Annual Statement schedules, footnotes, interrogatories for seven insurance company entities.
  • Train newer members of the team on assignable tasks related to investment accounting and reporting.
  • Perform control functions in compliance with Sarbanes-Oxley Section 404.
  • Perform frequent ad hoc analysis and support new business initiatives as needed.
  • Review journal entries, Annual Statement reporting schedules.
  • Review high volumes of recurring data monthly, as well as a high volume of new information, some of it on complex investments.
  • Assist in planning and executing improvements to the quarterly reporting process.
  • Support audit completion in regulatory communications.
  • Ensure annual rating agency survey process is completed.

Global Atlantic Financial Group specializes in providing capital and risk management solutions for retirement and life insurance companies. They offer products like annuities, which provide a steady income stream for retirees, and focus on building long-term partnerships by understanding their clients' financial goals. Their client-centric approach differentiates them from competitors, as they tailor solutions to meet specific needs. The company aims to foster a culture of integrity and commitment to both clients and communities.

Company Stage

Acquired

Total Funding

$986.7M

Headquarters

New York City, New York

Founded

2004

Growth & Insights
Headcount

6 month growth

41%

1 year growth

41%

2 year growth

41%
Simplify Jobs

Simplify's Take

What believers are saying

  • The 10-year partnership with Service Corporation International positions Global Atlantic as a leader in the preneed insurance market.
  • Expansion plans across multiple offices indicate robust business growth and job creation opportunities.
  • Sponsorship of initiatives like Fintech Sandbox showcases Global Atlantic's commitment to innovation and support for fintech startups.

What critics are saying

  • The financial services sector is highly competitive, requiring continuous innovation to maintain market position.
  • Dependence on partnerships, such as with Service Corporation International, could pose risks if these relationships falter.

What makes Global Atlantic unique

  • Global Atlantic's focus on both in-force and new business needs sets it apart from competitors who may only specialize in one area.
  • Their client-centric approach ensures tailored solutions, which is a significant advantage in the highly personalized financial services sector.
  • The company's strong emphasis on integrity and community investment enhances its reputation and client trust, distinguishing it from less community-focused competitors.

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