SOX Administration Associate

at Global Atlantic Financial Group
Boston, Massachusetts, United States

Currently, we are conducting all of our interviews over video. We have a voluntary return to office policy until July 6th. After July 6th, our employee population will be required to go to the office an average of 1 day a week until Labor Day. After Labor Day, we will have a regular cadence of being in the office. If you have any questions regarding this policy, please reach out to


Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. With differentiated investment and risk management capabilities, deep client relationships, and a strong financial foundation, the company has established a track record of delivering proven, value-added solutions and long-term growth. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers asset management and capital markets solutions across multiple strategies.

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.

The SOX team at Global Atlantic is seeking to add an Associate to their team. The individual will primarily be involved with the daily activities in support of the firm’s Sarbanes-Oxley (SOX) and Model Audit Rule (MAR) compliance programs. This will include responsibility for gathering data and creating reports, documenting disclosure controls which include internal controls over financial reporting, and participating in design and operational effectiveness testing with internal and external auditors.

Candidates must be active team members with a value-added mindset, interacting with local and inter-office personnel to ensure an adequate framework of controls and procedures exist to maintain appropriate internal control over financial reporting.

In particular, job responsibilities include:

  • Understanding business processes and the control environment considering generally accepted accounting principles (GAAP) and regulatory compliance for SOX and MAR 
  • Assessing the adequacy of SOX/MAR internal controls and efficiencies in business processes
  • Documenting SOX/MAR process and control activities via flowcharts, narratives, matrices and test scripts, etc.
  • Execute tests of SOX controls, summarizing and communicating the results / findings to key stakeholders (including senior management)
  • Engage departments / managers to identify specific business risks that require the establishment of internal controls over financial reporting and perform continuous monitoring activities
  • Support the maintenance of a library of SOX/MAR documentation, including flowcharts, narratives, test scripts and risk matrices
  • Build strong relationships with SOX/MAR process owners and control performers, Internal audit team, and external auditors
  • Overseeing, administering and assessing the quarterly Balance Sheet Reconciliation process in Blackline (this also includes being a local administrator for this application)


  • Bachelor’s degree in Accounting and six (6) or more years of experience in the insurance industry or public accounting
  • CPA or CIA preferred (or currently working towards obtaining)
  • Strong knowledge of audit processes and internal controls, with previous experience with SOX/MAR preferred
  • Experience in investment accounting and/or investment operations preferred
  • Experience in Statutory, IFRS or US GAAP accounting in a life insurance company preferred
  • Strong analytical, technical and problem solving skills, with strong attention to detail.
  • Self-motivated and willing to take on new challenges/audits/projects
  • Ability to develop strong relationships with management
  • Strong written and verbal communication, collaboration and time management skills
  • Ability and willingness to travel (approximately 25%)



Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We strive to foster a culture of total well-being through community outreach and charitable giving programs.

We are active in our communities-

  • New York: Red Hook Conservancy, Girls Who Invest and The Bowery Mission
  • Boston: Cradles to Crayons, Project Bread, Let’s Get Ready, Rise Against Hunger, Salvation Army and many other local volunteer organizations in around the Boston area
  • Hartford: Habitat for Humanity, Foodshare, Humane Society, Hands on Hartford, Mercy Shelter and Dog Star Rescue
  • Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
  • Batesville: American Cancer Society Relay for Life, Angels of Giving, Margaret Mary Health Foundation, Ripley County Community Foundation, Safe Passage, Batesville High School Sponsorships, local area youth sports and food pantries, as well as many others
  • Des Moines: United Way, Central Iowa Shelter & Services, Junior Achievement of Central Iowa and Make a Wish Foundation
  • Berwyn: Food drive and will be planning an event to help a local family over the holidays
  • Atlanta: Packaged Good Organization, which helps the most vulnerable community members with providing personalized care packages for people in need including the elderly, our armed forces, the homeless and hospitalized kids
  • Bermuda: Sponsor of a weekly feeding program operated by The Hamilton Seventh-Day Adventist Church


Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.

Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws.  More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm.  All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status. 

Global Atlantic Financial Company Employee Candidate Privacy Notice

Voluntary Inclusion Questions

We encourage qualified applicants from all backgrounds to apply.  As such, we are committed to achieving a diverse candidate pool for open positions and that our interview teams are made up of employees from different backgrounds.  Sharing your background with us will help us with that focus, although recruiters and hiring managers will not have the ability to see individual responses (only aggregate information).  

This information is not used to determine who is selected for interviews or will be hired, but is helpful in identifying resources, sites and groups which add value in increasing our applicant pool and ensures that we attract the best and most diverse workforce.  This is purely voluntary but will help our mission to be inclusive.  


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