Senior Analyst, Investment Accounting at Global Atlantic Financial Group

Boston, Massachusetts, United States

Global Atlantic Financial Group Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Insurance, Investment ManagementIndustries

Skills

Key technologies and capabilities for this role

Investment AccountingReconciliationUS GAAPStatutory ReportingFinancial SubledgersGeneral LedgerSuspense AccountsFinancial Reporting

Questions & Answers

Common questions about this position

What qualifications are required for the Senior Analyst, Investment Accounting role?

Candidates need a BS in Finance, Accounting, Economics, Business, or related major (CPA, MBA preferred), 4+ years in Investment Accounting with reconciliation and GL experience, strong understanding of US GAAP and STAT principles, excellent computer skills including MS Excel, and experience with Clearwater Analytics preferred.

What is the salary range for this position?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What does the Investment Accounting team do at Global Atlantic?

The team supports the review of reconciliations between Clearwater and GL, ensures accuracy of investment balances for GAAP and STAT reporting, bridges operations and accounting for investment activity, and handles process enhancements for consistent delivery across bases.

What makes a strong candidate for this Senior Analyst role?

A strong candidate has 4+ years in Investment Accounting, strong GAAP/STAT knowledge, Clearwater experience, process improvement focus, analytical skills, and ability to manage competing priorities; CPA or MBA is preferred.

Global Atlantic Financial Group

Provides capital and risk management solutions

About Global Atlantic Financial Group

Global Atlantic Financial Group specializes in providing capital and risk management solutions for global retirement and life insurance companies. They offer products like annuities, which provide a steady income stream for retirees, and focus on building long-term partnerships by understanding their clients' financial goals. The company generates revenue through fees and premiums from their financial products and emphasizes a culture of integrity and commitment to clients and communities. Their goal is to create tailored solutions that meet the specific needs of their clients.

New York City, New YorkHeadquarters
2004Year Founded
$986.7MTotal Funding
BUYOUTCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Mental Health Support
Wellness Program
Flexible Work Hours
Hybrid Work Options

Risks

Economic downturns could impact the preneed insurance market with SCI.
Technical challenges may arise from new standardized messaging systems.
Reliance on third-party tech solutions poses potential security vulnerabilities.

Differentiation

Global Atlantic excels in investment and risk management within the insurance industry.
The company has strong institutional partnerships, enhancing its client-centric approach.
Global Atlantic's affiliation with KKR provides a robust financial foundation.

Upsides

Partnership with SCI positions Global Atlantic as a leader in preneed insurance.
Adoption of Sonrai Security's technology enhances operational efficiency and security.
Public-private investment solutions align with Global Atlantic's innovative capital strategies.

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