Operations Finance Associate

POSITION SUMMARY

KKR seeks to recruit an Associate to support financial governance, vendor management, and strategic initiative financials across our insurance operations. The ideal candidate will bring strong financial and analytical skills, close attention to detail, and the ability to manage multiple vendors, invoices, and priorities at once. This individual will work directly with the Operations Finance leadership team and collaborate frequently with Finance, Technology, Procurement, Accounts Payable, and third-party service providers.

RESPONSIBILITIES

The Associate is responsible for supporting the day-to-day financial management of operational and initiative budgets, ensuring expenses are accurately recorded and allocated, and helping hold vendors accountable for cost and service delivery. This role requires a strong understanding of budgeting, expense allocation, and financial controls, and the ability to turn financial data into clear recommendations for senior stakeholders.

Financial Planning & Budget Management

• Support management of operational and project-related budgets across insurance operations.
• Prepare cost estimates, funding analyses, and forecasts for new and ongoing programs.
• Assist in developing and maintaining business cases for strategic initiatives and technology investments.
• Evaluate recurring and one-time expenses and recommend funding sources and expense allocations across business units and projects.

Vendor & Contract Management

• Support relationships with operational and technology vendors and service providers.
• Review vendor invoices, validate charges, confirm coding, and coordinate payment processing with Accounts Payable.
• Assist in assessing contract renewals, pricing, and service agreements to maximize value and control costs.
• Monitor vendor deliverables, service commitments, and financial obligations.

Expense Governance & Reporting

• Manage invoice allocation, expense coding, capitalization treatment, and cost center activity.
• Resolve financial discrepancies and support reconciliations across multiple operational areas.
• Track service-level performance, scorecards, and operational metrics for third-party administrators and service providers, and escalate issues as needed.
• Prepare reporting and financial insights for leadership decision-making.
• Assist with audit requests and maintain control documentation.
• Identify and implement AI and automation opportunities to improve the accuracy, speed, and consistency of budgeting, forecasting, reconciliation, and reporting processes.
• Assist with ad-hoc requests, as needed.

QUALIFICATIONS

• Bachelor's degree required in accounting, finance, business, or related field.
• 3-5 years of related experience in operations finance, financial management, business analysis, or program management; insurance or financial services experience preferred.
• Strong understanding of budgeting, expense allocation, forecasting, and financial controls.
• Experience managing vendor relationships, invoices, and service agreements preferred.
• Advanced Excel and financial analysis skills; experience with OneStream, PeopleSoft, or similar systems preferred.
• Excellent attention to detail and ability to deliver accurate, complete work and meet deadlines.
• Strong stakeholder management and written and oral communication skills, including with senior leaders.
• Ability to work collaboratively and independently with minimal supervision.
• A continuous improvement mindset.