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Associate, Bus. Finance Office

Global Atlantic Financial Company
locationNew York, NY, USA
PublishedPublished: 7/5/2025
Administrative
Full Time

Associate, Bus. Finance Office -Global Atlantic Financial Company (NY, NY): Produce analytical dashboard & reporting pkg that tracks investment performance for actual & expected investment income. Interface w/ organization as investment income leader & own oversight & tracking of investment income. REQ'MTS: Bach (U.S. or foreign equiv) in Fin'c, Acctg, Econ, Math, Quantitative Mgmt or rel quantitative field, + 3 yrs exp in fin'c, insurance, consulting, or investment banking. Prior exp must incl 3 yrs exp in following: Working in Excel incl advanced Excel functions for Data ETL & analysis & working w/ VBA; Dealing w/ lrg datasets & extracting bus. intelligence & performance stories, incl but not limited to analysis on yield at CUSIP level & summarizing CUSIP level data into asset class view; Using Data Visualization Tools (such as Tableau & PowerBI) to produce bus. analytical dashboards by joining various data into reporting pkgs that help sr leaderships track performance; Project mgmt skills to partner w/ cross-functional stakeholders to manage investment inputs, facilitate workshops, drive discussion, & create executive reporting pkgs for monthly & quarterly closing & forecasting processes; Understanding of acctg & fin'l statements, incl fin'l acctg; Designing & optimizing forecasting analysis to present performance insights to sr leaders; Synthetizing bus. story & producing board-level quality PPT pgs; Presenting in front of sr mgmt. $115,731/yr-$146,300.18/yr. Pls email resumes to Immigration@gafg.com. Pls specifically incl ref code "8740370" in subject line of email when applying. EEO/AAE/V/D.

Required skills

  • Basic Math Skills
  • Insurance - General
  • Insurance Consulting
  • Management Skills
  • Presentation Software - Powerpoint
  • Knowledge in Excel
  • Investment Banking Experience
  • Data Analysis
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