Simplify Logo

Full-Time

VP – Ivy Finance

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

$135.5k - $258.5kAnnually

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

Senior, Expert

New York, NY, USA

Employees must be in the office 4 - 5 days per week in Hudson Yards, NY, and 3 - 4 days per week in all other offices.

Category
Financial Planning and Analysis (FP&A)
Insurance
Finance & Banking
Required Skills
Financial analysis
Requirements
  • Bachelor’s degree required in Accounting or related field
  • Certified Public Accountant or Chartered Accountant required
  • Prior Big 4 experience preferred
  • Minimum 14 years of experience in GAAP/SEC/ US Statutory reporting roles at life insurance companies and experience with reinsurance preferred.
  • Prior experience overseeing GAAP, SEC, or Statutory accounting and reporting functions required
  • Demonstrated expertise in GAAP, SEC, and Statutory accounting standards and practices—including LDTI
  • Demonstrated knowledge of insurance capital framework (EBS or RBC) required
  • Ability to work collaboratively and cross-functionally, and lead the assessment and implementation of new accounting policies
  • Proven leadership skills, and demonstrated success at building and managing technical teams
  • Strong communication skills, written and oral
  • Applies strategic thinking approach to work product
  • Demonstrated commercial acumen. Experience supporting sales, M&A, or other complex transactions a plus
Responsibilities
  • Planning and coordination across source functions for the accounting close, remaining engaged in and providing analysis and control reviews of financial results as they emerge to ensure the accuracy of the legal entity results developed.
  • Synthesize and summarize detailed financial data to create meaningful, high-level, result-oriented analysis used for executive management reviews as well as board & investor reporting.
  • Develop quarterly dividend recommendation for Co-Investment Vehicles
  • Expand availability of monthly information and identify and champion initiatives to accelerate the close process
  • Ensure compliance with accounting policies and manage the annual audit
  • Develop and maintain process improvement capabilities and controls
  • Collaborate with SEC/GAAP/STAT/Bermuda reporting teams to prepare quarterly and annual audited financial statements, consistent with industry-leading practices
  • Monitor new and emerging accounting policy developments and assess impact on reinsurance activities, Institutional business, and our Reinsurer entities’ financial statements; Collaborate with Finance, Actuarial, Investments, Risk, and other stakeholders to assess, plan for, and implement new activities
  • Develop effective communication and partnerships with Institutional, Actuarial, Risk and Finance to achieve business goals.

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 with clients to understand their unique financial goals. Unlike many competitors, Global Atlantic emphasizes a client-centric approach, tailoring solutions to meet specific needs. Their goal is to foster a purpose-driven culture that prioritizes integrity and community commitment.

Company Stage

Private

Total Funding

$1B

Headquarters

New York City, New York

Founded

2004

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
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.

Help us improve and share your feedback! Did you find this helpful?