Senior Analyst, Investment Accounting

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Insurance, Investment ManagementIndustries

Requirements

Candidates should possess a BS in Finance, Accounting, Economics, or a related major, with a CPA or MBA being preferred. A minimum of 4 years of relevant professional experience in Investment Accounting, including reconciliation and general ledger processes or investment operations, is required. A strong understanding of investment accounting principles under US GAAP and STAT is essential, along with excellent computer skills, particularly in MS Excel. Experience with Hyperion query tools, Peoplesoft platforms, data analysis tools, and Clearwater Analytics or similar investment accounting platforms is a plus. The role demands a strong focus on process improvement, automation, analytical skills, and the ability to manage competing priorities.

Responsibilities

The Senior Analyst, Investment Accounting will support the review of reconciliations between Clearwater and the General Ledger to ensure accuracy and integrity of investment balances for GAAP and STAT reporting. This role involves bridging operations and accounting for investment activity, supporting cross-functional initiatives for process enhancements, and assisting with the preparation of investment-related reconciliations. Responsibilities include clearing and reconciling investment transactions, collaborating with third-party service providers and finance stakeholders, monitoring and substantiating investment-related suspense accounts, providing support for audit requests, and assisting with ad-hoc projects.

Skills

Investment Accounting

Reconciliation

US GAAP

Statutory Reporting

Financial Subledgers

General Ledger

Suspense Accounts

Process Enhancement

Financial Reporting

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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