Financial Planning and Analysis Analyst, Individual Markets Business Finance Office

at Global Atlantic Financial Group
Des Moines, Iowa, United States

Currently, we are conducting interviews mostly over video. After Labor Day, we will be in the office Monday, Tuesday and Thursday. If you have any questions regarding this policy, please reach out to 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. 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. 

JOB SUMMARY & KEY RESPONSIBILITIES:

The Analyst, Individual Markets Business Finance Office will support the Individual Markets (Retail Life and Annuity) Business Finance Office Financial Planning and Analysis Associate by providing analysis and other support in three key areas:

  • Quarterly Business Results. Drawing upon product, business and valuation knowledge, the Analyst will analyze quarterly business results, focusing on changes in the costs of liabilities.  The analysis will provide explanation as to the drivers of the business results and help create a ‘board-level’ talk track for senior leaders. The Analyst will deliver value to the business and improve financial performance by identifying opportunities to grow earnings, increase efficiency and optimize capital.
  • Annual and quarterly planning/forecasting. The Analyst will utilize analytical skills to drive efficiency in data collection and template population to support the mechanics of the vast FP&A financial models.  The Analyst will also apply business, product and valuation knowledge to help explain results of forecasts and projections.  Annual and quarterly forecasts are a significant undertaking and as such, the Analyst will be providing other ad hoc support as needed. In addition, the Analyst will work to streamline and automate the delivery of financial projections consolidating a set of complex inputs that enable transparency into performance and provide levers to the business to manage.
  • Data Gathering and Key Drivers for cyclical Mgmt. Reporting. The Analyst will help gather key pieces of information from business partners across the Life and Retirement (retail annuities) businesses to support earnings estimation process and other standard monthly reporting, including monthly finance review of key assumptions in operating plan, the development of a finance dashboard to be used in Life and Retirement leadership meetings and tracking several other pieces of mgmt. reporting to ensure consistency, efficient data collection process as well as overall efficient processes. 

In addition to these three recurring topics, the Analyst will utilize time in between to execute on focused improvement opportunities in process, furthering his/her/their understanding of the businesses and stay on track with business updates in our dynamic and fast-paced company.  The Analyst will also provide ad hoc support to Expense Management team and support the BFO in strategic projects to help profitably grow our businesses.

 QUALIFICATIONS

  • Bachelor’s degree required in Accounting, Finance or Actuarial Science
  • 1-2 years of relevant analytical work experience preferred
  • Independent worker, willing to roll their sleeves up and dive into large amounts of data to uncover the story the numbers are telling
  • 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 with a continuous improvement mindset
  • Resourcefulness in obtaining data when clean and or complete information is not available
  • Ability to conceptualize and analyze both problems and solutions and to effectively use a broad range of factors, assumptions, frameworks, and perspectives when solving problems
  • A team player with the ability to lead others outside of our team

 

#LI-CA1

TOTAL REWARDS STATEMENT  

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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