Head of Investments Business Finance Office @ Global Atlantic

COMPANY OVERVIEW

Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.

We are looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and come grow with us.

The KKR-Global Atlantic partnership - The Global Atlantic Story

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As the Investments Business Finance Officer (BFO), you will join Global Atlantic’s Financial Planning & Analysis (FP&A) team in New York, providing dedicated finance support to our Investment Office. The person in this role will understand the entire Investments value-chain, including asset origination, operations and accounting, and will advocate for the Finance-related needs of the Investments office. The Investments BFO will foster close collaboration with other areas of the organization and will ensure the financial implications of business decisions on Investment metrics are well understood and communicated.

Key areas of focus for this role include:

Deliver Management Reporting

Deliver timely, intuitive and actionable management reporting, including comparison of actuals to expected results
Produce metrics and leading KPIs to explain earnings, expenses and capital usage
Develop analyses that link business actions, such as portfolio re-allocations, to financial results
Liaise with Investment Accounting and Accounting Policy to gain deep understanding of expected accounting treatment, particularly for complex asset classes

Provide Strategic Support

Support strategic decision making through provision of financial models and what-if scenario analysis
Provide thought leadership as new capabilities are developed, such as enhancements to investment projections
Help evaluate the financial implications of asset sales or restructurings
Support the preparation of ad-hoc and recurring executive communications around financial performance of the business

Drive Operational Efficiencies

Identify opportunities for efficiencies and drive execution of process improvements to accelerate the financial close and provide valuable intra-quarter analyses
Support cross-functional initiatives to provide investment data at appropriate level of granularity, using a replicable, automated and controlled environment

Qualifications:

Very strong communication skills, with demonstrated ability to explain complex topics in a concise and easy-to-understand manner
Proven ability to build trusted cross-functional relationships
Insurance company accounting experience, including US GAAP and US and Bermuda statutory regimes and accounting for complex instruments
Deep quantitative and financial modeling capabilities
Ability to prioritize and work under pressure
Bachelor’s degree (U.S. or foreign equivalent) in Finance, Accounting, Mathematics, or a related field
Minimum 12+ years of experience. Experience in insurance, consulting, or investment banking is preferred.

Applicants must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States

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’s base salary range is 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 role is

$160,500—$305,500 USD

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.

TOTAL REWARDS STATEMENT

Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We strive to foster a culture of total well-being through community outreach and charitable giving programs.

We are active in our communities-

New York: StreetWise Partners, Covenant House, Partnership for New York City, City Meals on Wheels, Habitat for Humanity, Billion Oyster Project
Boston: Cradles to Crayons, Boston’s Healthcare for the Homeless, Thompson Island Outward Bound, Rosie’s Place, Catie’s Closet, Project Bread, Rise Against Hunger, Space to Thrive
Hartford: Junior Achievement, Habitat for Humanity, Oliver’s Pajama, United Way
Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
Batesville: So Loved Ripley County Foster Closet, Safe Passage Family Shelter, YES Home Juvenile Rehabilitation, Ripley County Community Foundation
Des Moines: United Way of Central Iowa, Meals from the Heartland, Junior Achievement, Math Motivators, Bidwell Riverside, Orchard Place, Knock and Drop
Berwyn/Wayne: Habitat for Humanity, Chester County Food Bank, Surrey Services, For Pete’s Sake Respite
Bermuda: Keep Bermuda Beautiful, Center Against Abuse, Truck Island Nature Reserve, Bermuda Economic Development Corporation

Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.

Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email [email protected].

Please click on the links below to learn more about Global Atlantic.

Global Atlantic Privacy Statement

Our employees are in the office 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, please contact [email protected].

Compensation Overview