Insurance Investment Expense Strategy Lead

TEAM OVERVIEW

The Global Atlantic Corporate Finance team plays a critical role in supporting the financial operations and strategic objectives of KKR's insurance platform. The team is responsible for financial planning and analysis, management reporting, budgeting, and financial close processes across Global Atlantic's insurance entities.

Working closely with Investment teams, Accounting, Legal, Compliance, and other key stakeholders, Corporate Finance provides insight into business performance, models the financial impact of strategic initiatives, and ensures accurate and timely financial reporting across statutory entities and consolidated operations.

As Global Atlantic continues to scale as part of KKR's broader growth strategy, the Corporate Finance team is focused on building scalable processes, enhancing transparency, and delivering the financial infrastructure needed to support the business's expansion and innovation.

POSITION SUMMARY

As KKR continues to scale toward our 2030 objectives, we are building the infrastructure and capabilities needed to support sustainable growth across our insurance platform. This role will establish and oversee the investment expense framework for our insurance business, ensuring accuracy, transparency, and operational rigor as we expand.

The Insurance Investment Expense Strategy Lead will be responsible for financial reporting, strategic planning, month-end close processes, and expense management across our insurance investment activities. This individual will work closely with Finance leadership, Investment Accounting, Investment teams, Legal, Compliance, and other key stakeholders to deliver insight into expense drivers, model the impact of strategic decisions, and ensure appropriate allocation of deal-related costs across our organizational structure, including parent and insurance entities.

RESPONSIBILITIES

• Lead the preparation and delivery of recurring investment expense reporting (monthly/quarterly), providing analysis of key drivers and trends
• Partner with Investment teams and Finance leadership to model the financial impact of new deals, strategies, and structural changes
• Contribute to planning and forecasting processes for investment-related expenses
• Build and maintain scalable processes for allocating and reporting investment and deal-related expenses
• Identify opportunities to automate and improve existing processes, with a focus on scalability and controls
• Support monthly close processes to ensure accurate financial reporting
• Support ad hoc analyses and strategic initiatives as needed
• Conduct financial analysis to evaluate new business opportunities and existing business trends 
• Assist with the administration of transaction processes 

 CRITICAL COMPETENCIES FOR SUCCESS

• Teamwork– KKR operates as an integrated, collaborative organization. This role requires the ability to work effectively across teams and build relationships broadly across the firm.
• Integrity– We expect clear communication about risks and thoughtful consideration of impacts to all stakeholders. This role must be willing to surface challenges and provide candid perspective.
• Accountability– An ownership mindset and commitment to execution are essential. We are a firm where everyone is expected to contribute to our goals, which sometimes means rolling up your sleeves on detailed work.
• Adaptability– Our business evolves, and our teams evolve with it. We expect flexibility and a willingness to embrace change as we scale.
• Innovation– We value forward thinking and a willingness to challenge existing processes. Understanding how to leverage technology and apply first principles thinking will be critical to success in this role.
• Excellence– We are a lean organization relative to the scale of our business. We expect excellence in every role and a commitment to continuous improvement.

QUALIFICATIONS

• Background in insurance or asset management, with strong understanding of financial accounting, reporting processes, and investment operations
• Experience collaborating across functions including investment teams, legal, technology, risk, operations, and compliance
• Track record of process improvement, with focus on automation, scalability, and controls
• Analytical mindset with ability to translate complex financial information into actionable insights
• Alignment with KKR's values and ability to build effective working relationships across the organization