Insurance Operations 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 Operating Expense Strategy Lead will be responsible for management reporting, strategic planning, financial close processes, and expense management across our insurance operations. This individual will work closely with Finance leadership and business partners to drive the planning process, set targets for financial performance, and enable informed decision-making across the organization.

This role will focus on reporting and planning activities for our Insurance business and will partner closely with leaders across Finance, Operations, Actuarial, Risk, Compliance, Tax, and the broader firm. Success in this role requires financial acumen, strong stakeholder management skills, and an entrepreneurial mindset.

RESPONSIBILITIES

• Lead the preparation and delivery of recurring expense reporting (monthly/quarterly) to drive transparency and insights into business results
• Work cross-functionally to automate manual processes and develop more efficient ways to compile and analyze data, with a focus on scalability and controls
• Partner with KKR Total Firm FP&A team to report and analyze the Insurance impact of total firm operating expenses
• Own the preparation and delivery of Insurance statutory expense analytics, partnering with Actuarial and Capital Management teams to model and report on capital and cash implications
• Partner with Technology Finance and business functional leads to understand and allocate Insurance technology spend to functional areas
• Coordinate the annual budget process, interim forecast updates, and long-term planning
• Support monthly close processes, reviewing results and supporting expense analysis

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 financial services, with strong understanding of financial accounting, reporting processes, and insurance operations
• Experience collaborating across functions including legal, technology, risk, operations, and compliance
• Track record of process improvement, with focus on automation, scalability, and controls
• Strong analytical and communication skills, 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