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Associate, Investment Accounting Operations

3 months ago

Boston, United States Global Atlantic Financial Group Full time

Associate, Investment Accounting Operations

at Global Atlantic Financial Group 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. Greenhouse is our scheduling tool and we communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling. Position Summary: Global Atlantic is seeking a candidate to join the Investment Accounting team and be responsible for the accounting operations and the review of the investment reconciliation between Clearwater and the general ledger ensuring the accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting. This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis. Ability to process and analyze a high level of data from various sources is a must. Collaborating with multiple functions and departments to is a critical component of this role requiring excellent interpersonal skills, flexibility and critical thinking. All candidates must, in addition to possessing the specific qualifications cited below, work well within a complex, fast-paced, fluid environment, and strong organizational skills. Responsibilities include, but are not limited to: Preparation of the investment reconciliation between Clearwater and the general ledger; including journal entries, account reconciliations and account certifications Complete month end closing procedures including analytical reviews of investment balances, unsettled trades, suspense accounts to support the accuracy of our financial statements Ensuring timely clearing of suspense activity, proper recognition of investment-related transactions in the general ledger through partnership with Investment Accounting third-party service providers and finance-wide stakeholders Preparation of the quarterly Statement of Cash Flow for investments Preparation of the flux analysis across multiple basis Ensure that transactional activity in Clearwater supports the required accounting Ownership monthly Blackline certifications (BSS process) and general ledger mapping Provide support for audit requests Perform control functions in compliance with Sarbanes-Oxley Section 404 and NAIC Model Audit Rule. Facilitate mentorship and professional development for junior staff members Assist with ad-hoc projects as needed Candidate Qualifications: Bachelor’s degree in Accounting or Finance. 5-7 years relevant professional experience in Investment Accounting or Investment Operations, Knowledge in insurance company Investment US GAAP and Statutory accounting and reporting with a foundational understanding of the upstream processes and impacts to downstream accounting and reporting. Knowledge of SOX controls and public company experience Experience with Clearwater Analytics preferred Proven ability to successfully handle close processes, competing priorities and multiple deliverables Excellent computer skills, including MS Excel, Hyperion query tools (FCC, Essbase), Peoplesoft platforms, data warehouse a plus Strong focus on process improvement and automation This role is not eligible for sponsorship now or in the future #LI-WC1 #LI-hybrid 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 $82,000

—

$156,000 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. 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 benefits@gafg.com . Please click on the links below to learn more about Global Atlantic. 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 recruiting@gafg.com . First Name Last Name Email Phone Resume/CV Paste Resume/CV Paste How did you hear about this job? (if you were referred, please indicate the name of your referrer) Are you legally authorized to work in the United States? Will you now or in the future require sponsorship for employment visa status? What is your desired salary (break out bonus and base)? What is your current Company Name or if you are not working, the name of your last Company where you were employed? What is your current Job Title? If you are not working, what was your Job Title in your last role? Have you worked for any company or third-party provider where you worked on matters involving Global Atlantic Financial Group or KKR in the last 24 months, to include, your current and/or previous employers? If YES, what company were you working at while involved with a Global Atlantic or KKR account? Have you applied for a full time or contract position with Global Atlantic within the past 6 months? LinkedIn Profile Do you have a family member works or has worked for Global Atlantic or KKR? If Yes, please provide the name of the current or former GA or KKR employee and the nature of your relationship with the individual(s). What is your full address?

Example: 32 Longview Lane West Hartford, CT 06107

Website Voluntary Inclusion Questions We encourage qualified applicants from all backgrounds to apply. As such, we are committed to achieving a diverse candidate pool for open positions and that our interview teams are made up of employees from different backgrounds. Sharing your background with us will help us with that focus, although recruiters and hiring managers will not have the ability to see individual responses (only aggregate information). This information is not used to determine who is selected for interviews or will be hired, but is helpful in identifying resources, sites and groups which add value in increasing our applicant pool and ensures that we attract the best and most diverse workforce. This is purely voluntary but will help our mission to be inclusive. Which category below best describes you (please select only one): Black or African American Asian Hispanic Or Latino Native Hawaiian or Other Pacific Islander Non-Hispanic White or Caucasian Two or More Races (Not Hispanic or Latino) American Indian or Alaska Native I don't wish to answer How do you currently describe your gender identity? (please select only one) Male Female Non-Binary/Third Gender I don't wish to answer Have you been diagnosed with any disability or impairment? (please select only one) Yes No I don't wish to answer Do you identify as a veteran or as being or having been a member of the military? (please select only one) Yes No I don't wish to answer Do you consider yourself a member of the Lesbian, Gay, Bisexual, Trans or Queer (LGBTQ+) community? (please select only one) Yes No I don't wish to answer Which of the following best describes your education status? (please select the one option that fits you best) College graduate First-generation college graduate In the process of completing my college degree

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