AVP, Investment Accounting

at Global Atlantic Financial Group
Boston, Massachusetts, United States

Currently, we are conducting interviews mostly over video.  We are voluntarily returning to the office, and require a vaccination to enter any business office at this time. 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. 

Position Summary:

Global Atlantic is seeking a candidate to develop and prepare monthly investment analytics to support communication of our investment results across GAAP and STAT and reinsurance blocks and to define the required operational set up and accounting for new transactions and investment types to ensure the accuracy of the accounting in our STAT and consolidated GAAP financials. This position will also support the process re-design from our recent conversion to Clearwater and continued process enhancements related to achieving an accelerated close that produces timely, accurate and complete investment accounting results in an efficient manner on a GAAP and STAT basis.  All candidates must, in addition to possessing the specific qualifications cited below, work well within a complex, fast-paced, fluid environment, and strong organizational and interpersonal skills.

PRINCIPAL DUTIES & RESPONSIBILITIES:

 Responsibilities include, but are not limited to:

  • Responsible for developing and preparing monthly investment analytics on a GAAP and STAT basis to support and explain management reporting of our investment results.
  • Perform month end closing procedures, including analytical reviews of income earned and other financial statement items.
  • Responsible for defining the operational accounting and set up for new transaction in the investment subledger to ensure the accuracy of the accounting across multiple basis; collaborating with accounting policy and investment office to understand new transactions and investment initiatives
  • Execute on process re-design as a result of the recent conversion of our investment portfolio to Clearwater Analytics including the buildout of EDH (investment reporting warehouse)
  • Perform frequent ad hoc analysis and assist with special projects, as requested.
REQUIREMENTS:
  • Bachelor’s degree in Accounting or Finance.  CPA, MBA, CFA preferred.
  • 8-10 years of relevant experience.  
  • Public Accounting experience a plus.
  • Strong technical accounting skills and knowledge of GAAP and Statutory accounting principles related to investments.
  • Strong analytical skills.
  • Familiarity with investment accounting systems (PAM, Clearwater) helpful. 
  • Experience in successful process redesign from system enhancements and conversion
  • Familiarity with mergers, acquisitions and the impact to financial statements from these, helpful.
  • Excellent computer skills, including MS Excel; data warehouse design or support a plus.
  • Pro-active, detail oriented, deadline driven; possess excellent documentation and analysis skills.
  • Results oriented, flexible, self-motivated, and able to work in a team environment with limited direct supervision.
  • Solid written and oral communication skills.
  • Proven ability to manage and lead a team with the ability to successfully handle competing priorities and multiple deliverables.

This role is not eligible for visa sponsorship now or in the future.

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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

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32 Longview Lane

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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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