Global Atlantic · 1 week ago
Senior Analyst, Investment Accounting
Boston, MA
Full-time
Onsite
Mid, Senior Level
$80K/yr - $110K/yr
4+ years expGlobal Atlantic is a leading provider of retirement security and investment solutions. They are seeking a Senior Analyst to support the Investment Accounting COE team by ensuring accuracy and integrity in investment reconciliations and reporting, as well as collaborating on process enhancements across the organization.
Financial ServicesInsuranceLife InsuranceRetirement
Hiring Manager
Kevin Sylvia
Responsibilities
Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes
Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers
Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger
Support monthly monitoring and substantiation of investment-related suspense accounts
Provide support for audit requests
Assist with ad-hoc projects as needed
Qualification
Required
BS in Finance, Accounting, Economics, Business, or a related major
4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations
Strong understanding of investment accounting principles under US GAAP and STAT
Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools
Strong focus on process improvement and automation and analytical skills
Ability to successfully handle competing priorities and multiple deliverables
Preferred
CPA, MBA preferred
Experience with Clearwater Analytics or similar investment accounting platforms preferred
Benefits
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)
Sales incentives
Company
Global Atlantic
Global Atlantic is helping individuals and families think ahead for financial security.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.01B2020-07-08Acquired
2013-05-13Private Equity· $1.01B
2004-01-01Private Equity
Leadership Team
Allan Levine
Chairman and Chief Executive Officer
Timothy Bridgers
Managing Director of Preneed
Recent News
2026-01-18
Company data provided by crunchbase