Senior Analyst, Investment Accounting - job 1 of 2

As a Senior Analyst in Investment Accounting at Global Atlantic, you will be responsible for clearing and reconciling investment-related transactions within various financial subledgers. You'll work closely with third-party service providers and various finance stakeholders to ensure timely processing and proper recognition of these transactions in the general ledger. Additionally, your role will involve monitoring suspense accounts monthly and preparing reconciliations for US GAAP and statutory reporting.

To be considered for the Senior Analyst in Investment Accounting position at Global Atlantic, candidates should hold a BS in Finance, Accounting, Economics, Business, or a related field. A CPA or MBA is preferred, along with a minimum of four years of relevant professional experience in Investment Accounting or Investment Operations. Familiarity with financial systems such as MS Excel, Hyperion query tools, and Clearwater Analytics will also be beneficial.

Global Atlantic is committed to fostering employee growth and career development. As a Senior Analyst in Investment Accounting, you'll have access to extensive training programs and mentorship opportunities, encouraging continuous learning within the company. Moreover, by promoting a culture of process improvement and innovation, Global Atlantic empowers its employees to take the initiative in their career paths.

At Global Atlantic, a high-performing culture thrives on values such as integrity, teamwork, and client relationship building. As a Senior Analyst in Investment Accounting, you will work in a supportive environment that prioritizes diversity and inclusion. The company is recognized for its work-life balance and generous benefits, ensuring that all employees feel valued and motivated to contribute to shared goals.

The Senior Analyst position at Global Atlantic typically requires employees to be in the office four to five days a week, particularly in Boston. However, the company values work-life balance and may offer some flexibility depending on specific business needs and discussions with management regarding remote arrangements.

When answering this question, highlight specific instances where you successfully reconciled transactions, detailing the methods you used. Mention any financial software or tools that aided you in the process and how your work contributed to the accuracy of financial reporting.

Discuss your strategies for monitoring and clearing suspense accounts effectively. Provide insights into the tools you use and how you prioritize tasks to ensure timely solutions, emphasizing your attention to detail and analytical skills.

Share how you actively engage in professional development, such as taking courses, attending workshops, or subscribing to industry publications. This showcases your commitment to staying informed and adapting to changing regulations.

Prepare a STAR (Situation, Task, Action, Result) response, detailing a specific situation where you identified a process improvement. Explain your thought process, actions taken, and how your efforts positively impacted the organization.

Discuss specific challenges related to reconciliation, regulatory changes, or system upgrades. Highlight your problem-solving skills and adaptability, detailing the steps you took to overcome these challenges successfully.

List the financial software and tools you've used, such as MS Excel, Hyperion, or Clearwater Analytics. Emphasize your proficiency with these tools and how they have contributed to your efficiency and accuracy in past roles.

Explain your time-management techniques and tools you use to prioritize tasks. Providing a real-life example of how you met a deadline while juggling multiple responsibilities will demonstrate your effectiveness.

Discuss how you value teamwork, providing examples of successful collaborations with cross-functional teams or third-party vendors in your previous roles. This is a great time to highlight your communication skills and ability to work within a team.

Prepare to illustrate your communication skills by explaining a complex financial topic in simple terms, perhaps using analogies to make it relatable. This shows your ability to communicate effectively with non-finance stakeholders.

Articulate your aspirations within the field of investment accounting while connecting it to the opportunities available at Global Atlantic. Discuss how you see yourself growing and the value you hope to bring to the company.