Strategic Planning & Finance Transformation

COMPANY OVERVIEW

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

TEAM OVERVIEW

KKR’s Financial Planning & Analysis (FP&A) team functions to enable growth and profitability for the firm through management reporting, strategic planning, and insightful analytics. The FP&A team is responsible for designing efficient frameworks through internal and external data and reports to understand the market environment and business dynamics. The team tracks metrics and key performance indicators, including industry changes and business trends, to develop sustainable and scalable approaches that drive short and long term improvements across finance’s processes and systems. The team reports to senior management and business partners to present the planning process, set targets for financial performance, and implement best practices.

POSITION SUMMARY

The Financial Planning & Analysis (FP&A) team is seeking an innovative and strategic finance professional to help advance the firm’s finance transformation agenda. Reporting to the FP&A lead responsible for project-based budgeting, this Strategic Planning & Finance Transformation role will work directly with business unit leaders to develop business case analyses, craft investment narratives and connect enterprise strategy to funding decisions.

In addition to supporting the adoption of project-based budgeting, this role will demonstrate how the outcomes of strategic programs shape future BAU budgets, workforce planning and vendor strategies. The Strategic Planning & Finance Transformation will connect contractual and strategic investment decisions with forward-looking planning, ensuring that enterprise priorities are supported by transparent and scalable frameworks. The role will also lead foundational projects that expand strategic planning capabilities, strengthen financial transparency and embed processes that advance the firm’s transformation agenda.

This is a high-visibility opportunity for a finance leader who thrives on building partnerships, influencing senior stakeholders and designing processes that reshape how Finance drives accountability and value creation across the firm.

RESPONSIBILITIES

• Partner with Business COOs and other functional leaders to develop business case analyses and investment narratives that help secure funding for strategic initiatives and support enterprise priorities
• Support the adoption of project-based budgeting by coordinating program intake, evaluating funding allocations and linking initiatives to long-term enterprise planning outcomes
• Translate the impact of strategic programs into future BAU budgets and workforce plans, creating stronger connectivity between transformation initiatives and ongoing business operations
• Work with Program Managers and Business COOs to connect enterprise strategy to execution by aligning funding, resources and milestones within forward-looking plans
• Connect contractual and investment decisions with forward-looking planning, ensuring spend commitments and vendor strategies are integrated into enterprise forecasts
• Partner with Procurement to incorporate standardized savings frameworks into business cases where cost reduction or vendor optimization is a driver, ensuring assumptions are credible and aligned with enterprise methodologies
• Lead foundational projects that expand the firm’s strategic planning capabilities, embedding scalable frameworks that drive consistency, accountability and enterprise-wide adoption
• Champion change management by engaging senior stakeholders, driving communications and embedding new ways of working that advance the firm’s finance transformation agenda

QUALIFICATIONS

• Bachelor’s degree in Finance, Economics, Business Management or another quantitative discipline with a record of strong achievement; advanced degree a plus
• 7+ years of experience in FP&A, business management, corporate strategy or related finance roles, ideally in financial services or transf