Associate, Enterprise Financial Planning & Analysis

COMPANY OVERVIEW

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

POSITION OVERVIEW

Global Atlantic Financial Company (a subsidiary of Global Atlantic Financial Group Limited) is seeking a candidate for the position of Associate, Enterprise Financial Planning & Analysis in New York, NY.  Responsibilities include:

• Develop and expand enterprise financial forecast models and dashboards on financial proforma under varies account regimes such as US Generally Accepted Accounting Principles (GAAP) or Statutory within cloud-based analytics platforms to facilitate deeper understanding and tracking of business performance relative to expectations.
• Assist in capital budgeting and capital allocation management framework to support the firm’s business growth.
• Assist in quantifying and reviewing of the financial impacts of strategic initiatives to the organization and business units.
• Perform analysis on large underlying financial data sets using programming language (e.g. Python) to extract business intelligence and facilitate the decision-making progress.
• Support the preparation of presentations to senior management including the Board of Directors.
• Interface with multiple upstream and downstream stakeholders across the organization to define business requirements, develop and test financial projection models.
• Serve as liaison to the model to providing insights across a wide range of drivers for the projections (Investments, Risk, and Actuarial).
• 40 hours/wk; Monday-Friday; 9am-5pm; The expected annual base salary for this New York, NY, United States-based position is $115,731 to $118,450.28.

QUALIFICATIONS

• Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Mathematics, Statistics, Actuarial Science or a related field, plus three (3) years of experience in financial projections or related role.
• Prior work experience must include three (3) of years of experience in the following:
• Working in financial services industry, in insurance, investment banking, consulting, corporate finance, or actuarial fields.
• Applying accounting and corporate financial framework knowledge to analyze model’s results.
• Understanding how databases are structured, streamline data sources and build ETL processes.
• Improving controls on dataflow and processes for both internal and external reviews.
• Analyzing various financial input collected to understand and reconcile the differences.
• Designing and building financial forecast models (either based in Excel or in cloud-based analytics platform) on income statement and balance sheet by applying complex accounting logic on large investment and actuarial raw data sets using VBA and Python.
• Analyzing historical financial statements and reverse engineering the model assumptions by calculating the metrics including ROA (Return on Asset), the investment return and expenses margin, and risk-based capital ratio.
• Creating model documentations that provide a detailed explanation of the rationale, assumptions, tests, data flow diagram and other analyses to mitigate model risks and improve the efficiency of various model governance.
• Developing dashboards and frameworks within analytics platform to quantify and track financial implications of strategic initiatives to the organization.

The expected annual base salary for this New York, NY, United States-based position is $115,731 to $118,450.28. Global Atlantic is an equal opportunity employer, does not discriminate in employment on any basis that is prohibited by federal, state or local laws.

Privacy Statement

Our employees are in the office 5 days per week in Hudson Yards, NY and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to benefits@gafg.com

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.