Associate, Ivy Finance

at Global Atlantic Financial Group

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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. 

Global Atlantic is one of the fastest growing companies in the Life and Annuity industry1.  We are focused on the U.S. retirement and life insurance markets with a broad range of annuities and life insurance options, as well as reinsurance solutions. Our success is driven by competitive, innovative product designs, leading investment management and integrated risk management, along with highly experienced leadership. Global Atlantic is looking for a diverse team of talented individuals who reinforce their culture of collaboration and innovation. We are dedicated to the career development of our employees, people because we know they are critical to their long-term success.

Global Atlantic Financial Company Bermuda Limited invites applications to join the Bermuda Finance team as a Finance Associate.  The Associate is a senior level accountant who will provide accounting oversight to accounting and reporting processes and supervise work of junior accountants.  The incumbent will support the company’s Institutional business segment by delivering accounting and control functions primarily for its reinsurance sidecar. The Associate will review and provide quality assurance to ensure timely and accurate financial reporting to corporate and business unit management and the entity Board of Directors.  The Associate will assist the Controller in various business initiatives including automation projects, process improvements, and oversight of team members.  In addition to possessing the specific qualifications cited below, all candidates must work well within a complex, fast-paced, fluid environment, and possess a proven ability to design and lead operational and accounting change. All candidates must have excellent verbal and written communication skills as well as strong organizational and interpersonal skills.

Key Duties and Responsibilities

  • Planning and coordination across source functions for the accounting close, remaining engaged in and providing control reviews of financial results as they emerge to ensure the accuracy of the legal entity results developed.
  • Preparation of Quarterly Management and Board reporting packages.
  • Monitor and forecast both capital and liquidity for entities inclusive of dividend planning.
  • Manage the company’s debt program.
  • Oversee investor level reporting as well various as well various fund administration duties (dividend allocations etc.).
  • Deliver regulatory reporting on a US GAAP, US Statutory, Bermuda Statutory and Bermuda Economic balance sheet bases for the client legal entity as well as buildout and execution of control processes.  Drive the planning, coordination and delivery of audits.

Minimum Qualifications, Skills and Experience:

  • Bachelor’s degree in accounting or finance strongly preferred. CPA or equivalent professional credential required.
  • 6 years of relevant analytical work experience; recent experience in life insurance with reinsurance exposure preferred.
  • Demonstrated knowledge of US GAAP or US Statutory accounting required.
  • knowledge of Bermuda Economic Balance Sheet and BSCR a strong plus.
  • Strong quantitative and analytical skills
  • Effective verbal and written communication skills, including the ability to influence others and communicate across all areas of the company
  • Ability to manage competing priorities with a continuous improvement mindset
  • Proven success delivering automation solutions highly desirable
  • Familiarity with Essbase, Hyperion, W Desk, Tableau, and other reporting and analysis applications a plus



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


32 Longview Lane

West Hartford, CT 06107

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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