Full-Time

Investment Accounting Systems Lead

Posted on 10/30/2024

Global Atlantic Financial Group

Global Atlantic Financial Group

1,001-5,000 employees

Provides capital and risk management solutions

Fintech
Financial Services

Compensation Overview

$76k - $144.6kAnnually

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

Mid, Senior

No H1B Sponsorship

Des Moines, IA, USA

Hybrid position requiring in-office presence.

Category
Financial Accounting
Financial Analysis
Accounting
Required Skills
Power BI
Agile
Redshift
SQL
Tableau
Excel/Numbers/Sheets
Requirements
  • Undergraduate degree in an IT related field or accounting with an MIS focus.
  • 2-5 years’ experience with Fixed Income Investment and/or Investment Accounting, a plus
  • General understanding of Life and Annuity products, a plus
  • 2 years of demonstrable experience with Tableau or Power BI
  • Desirable, but not mandatory: Experience in the following technologies – Relational Databases, Redshift, MS Excel
  • Experience with a low-code platform
  • Experience in a Virtual Desktop Environment
  • Experience with Agile principles
  • Experienced SQL developer with general development skills with proven experience across 2+ programming languages, a plus
  • Strong understanding of Fixed Income Investments and awareness of Investment Accounting in the Life and Annuity insurance industry, a plus
  • Experience eliciting data requirements from business users.
  • Experience building sustainable reports from an organizational data source.
  • Proven experience working with vendors
  • Demonstrates excellent interpersonal communication skills and documentation skills
  • Work cross-functionally within IT, with an emphasis working with a data team.
Responsibilities
  • Collaborate with Investment Accounting data team on any data needs for reporting.
  • Define backlog items and requirements/design for IT Data team.
  • Design and develop reporting solutions to facilitate the Investment Accounting business process that complements the Global Atlantic Data Strategy.
  • Participate in testing and verification of technical solutions.
  • Become a subject matter expert in Investment Accounting Data Management capabilities.
  • Maintain application and reporting requirements to ensure appropriate documentation exists.
  • Provide training to new and existing users on current and future functionality.
  • Manage and facilitate all incidents from Priority 1 to Priority 4, which includes, but not limited to, providing support to users of applications, responding to user-based questions, tickets and assists with troubleshooting issues within platform.
  • Manage day-to-day operational and tactical aspects of multiple projects or requests.
  • Provides on-call assistance as requested, for after-hours issues and support needs.
  • Resolve incidents if able to, otherwise escalate as needed. (provide tier-2 incident response)
  • Role will be responsible for developing and designing Tableau workbooks and dashboards, working directly with end users to elicit requirements and gather feedback.
Global Atlantic Financial Group

Global Atlantic Financial Group

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Global Atlantic Financial Group provides capital and risk management solutions primarily for retirement and life insurance companies. They help these companies manage their current financial obligations and support new business initiatives. Their main product offerings include annuities, which provide a steady income stream for retirees, and these are issued by their subsidiary, Forethought Life Insurance Company. Global Atlantic distinguishes itself from competitors by focusing on long-term institutional partnerships and understanding the unique financial goals of their clients, allowing them to offer tailored solutions. The company's goal is to maintain a purpose-driven culture that emphasizes integrity and a commitment to their clients and communities, while also investing in their people to foster a successful environment.

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

  • Partnership with SCI opens new revenue streams in preneed insurance.
  • Adoption of Sonrai Security enhances operational efficiency and security.
  • New leadership in Individual Markets Business focuses on market position enhancement.

What critics are saying

  • Partnership with SCI exposes risks from economic downturns in funeral services.
  • Reliance on third-party tech like Sonrai Security poses service disruption risks.
  • KKR's sale of subsidiaries may impact Global Atlantic's strategic focus.

What makes Global Atlantic Financial Group unique

  • Global Atlantic excels in investment and risk management for life insurance and annuities.
  • The company has strong institutional partnerships, enhancing client-specific financial solutions.
  • Majority ownership by KKR provides strategic advantages and financial stability.

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