Treasury Operations Analyst - Insurance Liquidity Forecast

COMPANY OVERVIEW

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

TEAM OVERVIEW

The Treasury Operations team supports a wide range of Treasury Operations functions for the insurance business, working collaboratively across Banks, the Investment Team, Third Party Administrators (TPA), Risk Management, and Accounts Payable to manage liquidity and cash activity across multiple legal entities.

POSITION SUMMARY

The successful Analyst must manage responsibilities in a fast-paced environment for multiple legal entities while accommodating enhancements to the existing functions to meet the rapidly changing needs of the business.

RESPONSIBILITIES

• Perform daily liquidity management processes supporting operations and investment activity by working collaboratively with Banks, Global Atlantic's Investment Team, Third Party Administrators (TPA), Risk Management, and Accounts Payable

• Perform daily review of forecasted items, comparing actual performance to previous forecasts, identify discrepancies and investigate root cause

• Support core daily activity including accounting, cash reconciliations, operational reporting, and bank account management

• Review and develop analyses, trending reports, and identify deviations from the norm

• Contribute to identifying process improvements and participate in company-wide initiatives/projects to improve processes and infrastructure

• Explore and apply AI tools to enhance personal productivity and drive innovation in team processes

QUALIFICATIONS

• Undergraduate degree required with a minimum of 2 years work experience in a Treasury or Financial Operations role

• Knowledge of treasury systems (i.e. treasury workstations, bank web portals) a strong plus

• Proficiency with Microsoft Excel, strongly required

• Prior experience supporting financial controls in compliance with SOX a strong plus

• Prior experience in insurance industry a strong plus

• Strong analytical and problem solving skills

• Ability to multi-task and manage multiple responsibilities

• Excellent communication and interpersonal skills

CRITICAL COMPETENCIES FOR SUCCESS

• Learning agility with strong intellectual curiosity and a drive to continuously grow

• Self-starter who takes initiative and proactively addresses issues that may impact the outcome of initiatives

• Innovative mindset, open to using and innovating with AI to improve personal productivity and team processes

• Ability to identify, communicate, and resolve key issues

• Positive attitude even when faced with difficult obstacles, issues or challenges

• Commercial mindset with an entrepreneurial spirit

• Comfort using AI-powered tools to improve productivity and quality of work

• Curiosity about and openness to adopting emerging AI technologies in day-to-day workflows

• Ability to critically evaluate AI-generated outputs for accuracy and relevance

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
$60,000 — $90,000 USD

KKR is an equal opportunity employer.  Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email  [email protected] . Emails sent for unrelated issues, such as following up on an application, will not receive a response.

If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access  https://www.kkr.com/careers  because of your disability. You can request reasonable accommodations by sending an email to  [email protected] . Only emails left for this purpose will be returned.

Massachusetts Applicants:  It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.