Associate, Statutory Investment Accounting
at Global Atlantic Financial Group
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. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.
We are 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 Overview
The Associate, Investment Accounting will join the Investment Accounting Team in a role responsible for ensuring the accuracy and timeliness of accounting and reporting related to statutory investment accounting. Coordination with counterparts within Investment Accounting, as well as in Investment Operations, Statutory Accounting and Reporting, Corporate Development, and other departments will be critical to success in this role. The position will report to the AVP of Investment Accounting and will review the work performed by two other team members.
Responsibilities include, but are not limited to:
- Complete stat assignments including but not limited to investment NAIC Annual Statement schedules, footnotes, interrogatories for seven insurance company entities.
- Train newer members of the team on assignable tasks related to investment accounting and reporting.
- Perform control functions in compliance with Sarbanes-Oxley Section 404.
- Perform frequent ad hoc analysis and support new business initiatives as needed.
- Review journal entries, Annual Statement reporting schedules.
- Review high volumes of recurring data monthly, as well as a high volume of new information, some of it on complex investments.
- Assist in planning and executing improvements to the quarterly reporting process.
- Support audit completion in regulatory communications.
- Ensure annual rating agency survey process is completed.
Qualifications:
- Bachelor’s degree in Accounting, Finance or related concentration.
- 4+ years relevant experience; insurance industry experience and accounting, reporting, and investments is preferred.
- Public accounting experience is a plus, statutory accounting experience is a plus.
- Strong communication skills, work ethic and high level of personal integrity and accountability.
- Organized, hard working, great communicators, and technically strong, with a background in accounting and reporting.
- This role is not eligible for visa sponsorship now or in the future.
Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
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.
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