Senior Financial Analyst

at Global Atlantic Financial Group
Boston, Massachusetts, United States

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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. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.

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. 


We are seeking a Senior Analyst for Financial Planning & Analysis team to partner with our Corporate, Investments, and Institutional Markets Business Finance Office.  The Senior Financial Analyst will collaborate with stakeholders and support Enterprise initiatives that will drive the Finance organization forward. This individual will be responsible for supporting financial results, variance analysis, financial planning, and management reporting. This individual will report into AVP of FP&A CoE.

  • Support Corporate, Investments, and Institutional Markets BFO team on:
  • 5-year Planning and quarterly Forecasting on Expenses and Headcount
    • Attend meetings and assist BFO team with expense and headcount load into system
    • Preparation of business review decks for Institutional, Investments, and Corporate functions
  • Prepare monthly/quarterly research & analysis package of Actuals vs. Budget and/or Forecast; P&L and Assets (AUM)
    • Review results on a monthly basis and perform research as needed to assist BFO team with expense variance analysis for Institutional, Investments, and Corporate Functions
    • Assist BFO team with preparation of quarterly package reviewing P&L results
  • Responsible for coordination and execution of budget transfers, cost center creation and hierarchy movements
  • Support developing dashboards leveraging Tableau working with EXL (offshore) resource
  • Support ad-hoc requests from business partners and collaborate with various cross functional teams to provide appropriate information and analysis
  • Ownership and maintenance of expense allocation methodologies for functions under the guidance of the BFO
    • Firmwide initiative to provide transparency on expenses
  • Support FP&A CoE with monthly analytics, reporting, and ad-hoc requests
    • Utilize Finance system tools to review and perform monthly analysis of actual results
    • Research and prepare responses to ad-hoc requests from Institutional, Investments, and Corporate BFO team



  • 4+ years working in FP&A focused on forecasting, variance analysis, and accounting
  • Ability to interact with all levels of staff and management; strong communication skills
  • A proactive team player with the ability to lead others outside of our team
  • Detail oriented and accuracy-focused
  • Advanced Excel and PowerPoint skills
  • Experience with Tableau dashboard development
  • Experience in supporting finance and non-finance teams
  • Enterprise Performance Management system skills e.g. Oracle and Hyperion



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.

Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email

Please click on the links below to learn more about Global Atlantic.

Global Atlantic Financial Company Employee Candidate Privacy Notice


32 Longview Lane

West Hartford, CT 06107

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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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