Senior Analyst, Investment Accounting

Reposted 5 Days Ago
Be an Early Applicant
Boston, MA
In-Office
80K-110K Annually
Mid level
Insurance
The Role
The role involves reconciling investment accounting records, supporting GAAP and statutory reporting, and collaborating with teams for process enhancements.
Summary Generated by Built In

About Global Atlantic 

Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com. 

POSITION OVERVIEW

Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring 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.

Responsibilities include, but are not limited to:

  • Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes
  • Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers
  • Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger
  • Support monthly monitoring and substantiation of investment-related suspense accounts
  • Provide support for audit requests
  • Assist with ad-hoc projects as needed

QUALIFICATIONS

  • BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred
  • 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations
  • Strong understanding of investment accounting principles under US GAAP and STAT
  • Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus.
  • Strong focus on process improvement and automation and analytical skills
  • Ability to successfully handle competing priorities and multiple deliverables
  • Experience with Clearwater Analytics or similar investment accounting platforms preferred

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 position is $80,000-$110,000.


#LI-KS1


Privacy Statement

Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to [email protected]

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. 

Top Skills

Clearwater Analytics
Hyperion
Excel
Peoplesoft
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Batesville, IN
1,140 Employees
Year Founded: 2004

What We Do

Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs. In addition, Global Atlantic offers custom solutions and responsive service for the capital, risk and legacy-business management of life and annuity insurance companies around the world.

Similar Jobs

Pfizer Logo Pfizer

Scientist

Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
Hybrid
13 Locations
121990 Employees
170K-283K Annually

Bose Logo Bose

Designer

Automotive • eCommerce • Hardware • Music • Retail • Software • Wearables
Hybrid
Framingham, MA, USA
2900 Employees

Circle Logo Circle

Sr. Manager, Data Science and Analytics - Payments

Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
In-Office
Boston, MA, USA
1050 Employees
205K-265K Annually

Ekotrope Logo Ekotrope

Software Engineering Intern

Cloud • Greentech • Information Technology • Software • Energy
Hybrid
Boston, MA, USA
29 Employees
25-25 Hourly

Similar Companies Hiring

Spark Advisors Thumbnail
Software • Sales • Other • Insurance • Healthtech
New York, NY
110 Employees
New York Life Insurance Company Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Cloud • Big Data Analytics • Artificial Intelligence
New York, NY
34623 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account