Finance Data Management Associate

Posted 16 Days Ago
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Boston, MA
Senior level
Insurance
The Role
The Finance Data Management Associate will support data initiatives, ensure data quality, assist in UAT, and develop reporting solutions within finance operations.
Summary Generated by Built In

COMPANY OVERVIEW

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

Watch the Global Atlantic & KKR Partnership Story

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POSITION OVERVIEW

Global Atlantic has a challenging opportunity, located in our Boston, MA office. This enthusiastic, self-motivated individual will be part of a team-oriented environment supporting multiple operations, their teams and leadership throughout the organization.  This individual will work on data initiatives across various functional teams within finance and broader enterprise and will ensure alignment with the data governance and data management strategy.

All candidates must, in addition to possessing the specific qualifications cited below, work well within a complex, fast-paced, fluid environment, and have a proven ability to execute results timely and accurately within strict deadlines. All candidates must have excellent verbal and written communication skills as well as strong organizational and interpersonal skills. 

KEY RESPONSIBILITIES

  • Develop design requirements and execute testing related to the buildout of our reporting warehouse; serve as a liaison between IT and functional teams to develop automated reporting that supports production, analysis, internal and external reporting.
  • Provide general support and assistance within the scope of existing and new data transformation projects.
  • Assist in UAT process by testing new or updated output results created by automated technical process.
  • Day-to-day responsibilities include developing data definitions, measurements, and exception handling.
  • Show awareness of linkage between data strategy and overall finance strategy
  • Demonstrate the ability to affect change within their department and with their direct and indirect stakeholders.
  • Coordinate with other functional areas to resolve data quality issues as well as help drive resolution of regulatory, internal audit, and management requests.
  • Work closely with technology partners to implement technical solutions necessary to support data governance program for the enterprise.
  • Create and maintain business metadata definitions, domain values, business rules, etc.

 EXPERIENCE AND QUALIFICATIONS

  • Bachelor’s degree in finance or accounting with minor in technology/data management
  • 5 to 7 years of experience as a data practitioner in Insurance or Financial Services.
  • Experience in Insurance accounting or Operations, with a foundational understanding of upstream processes and impacts downstream accounting and reporting.
  • Project management expertise
  • Strong communication skills with ability to communicate information, business process and system changes to technical and nontechnical audiences. Ability to analyze workflows and develop improvements.
  • Proven ability to handle competing priorities and multiple deliverables concurrently.
  • Proficiency with Microsoft office products, general ledger reporting and other database tools (e.g. Tableau, Business Objects) 
  • This position is not eligible for visa candidates now or in the future.

Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. 

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 and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives.  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. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. 

The base salary range for this role is:

$65,500—$140,000 USD

#LI-AM1


TOTAL REWARDS STATEMENT 

Global Atlantic’s employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. 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 strive to foster a culture of total well-being through community outreach and charitable giving programs. Learn more about our Charitable Giving Programs.

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 was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation. Learn about our Benefits offerings.

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 require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email [email protected].

Discover more about Global Atlantic below:

2023 Corporate Responsibility Report

Explore the GA Careers Video Channel

Follow Global Atlantic on LinkedIn

View Global Atlantic's Privacy Statement

Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to [email protected]

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws. 

Top Skills

Business Objects
MS Office
Tableau
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The Company
Batesville, IN
1,140 Employees
On-site Workplace
Year Founded: 2004

What We Do

Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs. In addition, Global Atlantic offers custom solutions and responsive service for the capital, risk and legacy-business management of life and annuity insurance companies around the world.

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