VP/AVP, External Financial Reporting

KKR

$120K — $190K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or higher in accounting, data-analysis, or related fields
  • Active Certified Public Accountant (CPA) certification
  • 10+ years of cumulative work experience
  • Recent experience in SEC or GAAP reporting roles at life insurance companies or similar financial services
  • Experience with disclosure management solutions like Workiva, especially data management and automation aspects
  • Familiarity with ERPs like PeopleSoft, SAP, and OneStream
  • Data management and scripting skills (SQL, Python)

Responsibilities

  • Prepare, review, and compile documentation for quarterly and annual reports, including MD&A
  • Coordinate internal and external reviews of SEC and financial reports
  • Maintain compliance with SEC and GAAP reporting requirements
  • Collaborate with analysis, accounting policy, investor relations, and audit teams
  • Analyze processes for compliance with regulatory requirements and recommend improvements
  • Supervise and coach junior accountants/associates
  • Assist with special projects as needed

Benefits

  • Discretionary bonus eligibility based on individual and team performance
  • Support for continuous professional development and training
  • Collaborative working environment
  • Involvement in high-impact financial reporting projects
  • Opportunity to work with cutting-edge financial reporting technologies
Full Job Description
POSITION SUMMARY

The Vice President/Assistant Vise President, External Financial Reporting assists with quarterly and annual financial reporting and related disclosures for Global Atlantic and KKR. The VP/AVP is responsible for leading the Insurance-segment financial reporting team and assuring that our financial statements are compliant with applicable regulations and reporting standards and prepared within the timeframe required by our stakeholders. The individual will report to the Director, Head of External Financial Reporting and will be based in Boston, MA.

RESPONSIBILITIES
  • Timely preparation, review or compilation of supporting documentation for quarterly and annual reports (including drafting and reviewing MD&A), quarterly earnings releases and other related communications and presentations;
  • Coordinate the internal and external review of all SEC and other financial reports;
  • Responsible for maintaining compliance with SEC and GAAP reporting requirements;
  • Collaborate with other teams including analysis, accounting policy, internal and external counsel, investor relations, corporate development/strategy, treasury, internal and external audit;
  • Provide ongoing analysis and maintenance of processes and procedures used for compliance with relevant regulatory requirements (SOX, SEC, FASB, etc.) and make recommendations for automation, improvements and/or enhancements to processes;
  • Supervision and coaching of junior accountants/associates, and
  • Assisting with special projects as needed.

QUALIFICATIONS
  • Bachelor's degree or higher required in accounting, data-analysis, or related fields;
  • Active Certified Public Accountant required;
  • Big 4 experience preferred (manager or higher);
  • 10+ years of cumulative work experience;
  • Recent experience in SEC or GAAP reporting roles at life insurance companies or other similar financial services organizations preferred;
  • Experience working with disclosure management solutions such as Workiva preferred, with preference to candidates with deep experience with Workiva data management and automation aspects;
  • Familiarity with ERPs and consolidation platforms, such as PeopleSoft, SAP, and OneStream;
  • Data management and scripting skills (SQL, Python, automation);
  • Demonstrated expertise in SEC or GAAP accounting standards and practices, inclusive of hands-on experience with XBRL;
  • Ability to work collaboratively and independently;
  • Strong written and oral communication skills;
  • A continuous improvement mindset; and
  • Familiarity with data management and analysis methodologies and practices desired, including in depth experience with SQL and Python queries and scripting

This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range $120,000 - $190,000

To be considered for this role, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

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