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FP&A Associate, Individual Markets BFO

Global Atlantic Financial Group
United Statesfull_timeVerifiedPosted 17 Jul 2023
💰 $150,000/yr($88,000/yr$150,000/yr)

About the role

All offices are currently open, and our employees are back 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.

 

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 majority-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.

Global Atlantic is 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. 

We use Greenhouse as our scheduling tool and 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 OVERVIEW

The Associate will join Global Atlantic’s Business Finance Office in the Financial Planning & Analysis (FP&A) team in either Des Moines or Boston. This role collaborates with their business partners to provide critical analysis and business intelligence to execute on Global Atlantic’s strategic plan, improve organizational effectiveness, and drive analytical rigor across the company.  This position will work closely with the Individual Business and multiple teams across the company to support business initiatives, ensure financial implications of business strategy are understood and financial pro-formas are used to support decision making.  The role also coordinates the preparation, performs analysis, and presents earnings and capital forecasts for senior management to make strategic decisions. Specific responsibilities include:

  • Support the preparation of recurring and ad-hoc presentations to senior management, including the Board of Directors around financial performance of business drivers and key metrics
  • Synthesize a holistic story on business performance and facilitate a deeper understanding and tracking of business drivers relative to expectations.
  • Track intra-quarter activity on emerging trends between quarterly financial close production cycles
  • Act as collaborator with Reinsurance, Investment Accounting, Actuarial, Expense Management, Treasury, Tax, Risk and Finance regarding all financial information related to the business unit
  • Partner with the Business to prepare, coordinate and execute on the Annual plan and quarterly forecasts

QUALIFICATIONS & NECESSARY SKILLS

  • Bachelor’s degree (U.S. or foreign equivalent) in Finance or Accounting or a related field
  • Very strong communication skills and attention to detail
  • Excellent partnership and relationship building skills
  • Sharp analytical / quantitative and technical abilities; must be proficient in Excel and Powerpoint
  • Can prioritize and execute tasks in a high pressure and fast-paced environment
  • Minimum 7 years of experience. Experience in insurance and financial reporting is preferred.
  • Basic understanding of corporate finance or insurance product concepts is a plus

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 $88,000 to $150,000.

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Company

Global Atlantic Financial Group

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