EPM Tech Delivery Lead

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

All offices are currently open, and our employees are back 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, please contact recruiting@gafg.com.

Company policy requires all employees and visitors to the Hudson Yards, NY office to be vaccinated against the COVID-19 virus.


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. 


The Enterprise Performance Management (EPM) Technology Delivery Lead role will lead the team responsible to work with users, vendors, and IT team to provide support and administration for various finance applications under the Enterprise Performance Management systems, including Hyperion Financial Management, Oracle EPM, AnaPlan, and Workiva.  This position will be accountable for identifying how key business changes may impact the implementation and supported technical solutions across the organization.

This role will work closely with Global Atlantic’s Accounting Operations, Controller, Financial Reporting, and Financial Planning & Analysis teams. The role will also work closely with Finance Technology team to deliver on projects that affect multiple applications with in the team.

Key responsibilities will include the following:

  • New Requests/Builds
    • Manage application configuration requests, including reviewing and updating metadata in all Oracle EPM Cloud modules (FCC, Planning and Workforce Planning)
    • Lead the direction on new solutions within the EPM space.
    • Ensure appropriate testing and verification of technical solutions in completed.
  • Financial Consolidation and Equity Pick-up Process
    • Becomes a subject matter expert on how the financial consolidation process operates throughout the consolidation systems.
    • Is proficient in writing/editing rules to meet Global Atlantic needs.
    • Works closely with GAAP teams to make continuously improve the process.
  • General Support
    • Become a subject matter expert in assigned Finance Applications by maintaining a thorough and in-depth knowledge and understanding of the applications.
    • Is accountable for managing required administrative tasks
    • Accountable for the regular maintenance, updates, fixes and upgrades. Includes maintaining and troubleshooting business rules and managing data load processes.
    • Ensures systems are running at optimal performance and levels.
    • Handle access provisioning for applications ensuring access control procedures are followed.
    • Maintain application run books as needed
    • Provide training to new and existing users on current and future functionality.
  • Incident Manager
    • Manage and facilitate all incidents from Priority 1 to Priority 4, which includes, but not limited to, providing support to users of applications, responding to user-based questions, tickets and assists with troubleshooting issues within applications.
    • Manage day-to-day operational and tactical aspects of multiple projects or requests.
    • Provides on-call assistance as requested, for after-hours issues and support needs.
    • Resolve incidents if able to, otherwise escalate as needed to various application vendors (provide tier-2 incident response)


  • An undergraduate degree in an IT related field or similar combination or education and experience.


  • A quick learner of software and information technology, and motivated to learn new applications and business processes.
  • Strong understanding of GAAP and STAT Accounting at a Life & Annity firm.
  • Proven experience working with technology vendors.
  • Demonstrates excellent interpersonal communication and documentation skills
  • Knowledge of SOX requirements and controls.
  • Self-disciplined, able to work independently, but also able to take direction when necessary
  • Self-motivated to identity and resolve issues and in advancing personal knowledge


  • 5+ years’ experience working on Oracle EPM Cloud or Hyperion applications.
  • 5+ years’ experience supporting a Finance Department within a Life & Annuity firm.
  • 3+ years’ experience working on financial consolidation and equity pick-up.
  • 3+ years’ experience working on a Planning application.
  • 1+ year experience working on a SOX significant system
  • Desirable, but not mandatory
    • Experience with Agile principles



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 benefits@gafg.com.

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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