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Sales Planning Analyst

COMPANY OVERVIEW

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

Watch the Global Atlantic & KKR Partnership Story

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POSITION SUMMARY:

Global Atlantic has a unique opportunity for a highly motivated individual interested in continued career growth to join our team as a Sales Planning Analyst.  The ideal candidate is positive, willing to learn, collaborative and possesses strong attention to detail and time management skills.

RESPONSIBILITIES:

  • Complete accurate, timely reporting and analysis and distribute across the business.
  • Perform ad-hoc reporting and analysis as requested by business partners and management.
  • Analyze reports to identify key drivers of changes and communicate to management.
  • Complete the monthly reconciliation and validation of variable incentive compensation.
  • Update financial models for sales planning and forecasting.
  • Document processes, identify areas for improvement and help implement solutions.
  • Research variances in cross-functional reports/data and identify causes or explanations.
  • Collaborate with other departments to meet requirements for reporting and analytics.
  • Project support as needed, such as building business requirements, user acceptance testing, on-going data integrity review, etc.

QUALIFICATIONS:

  • Bachelor’s degree and one (1+) years of finance, accounting or related experience.
  • Display positive attitude and willingness to learn reporting/analytical tools and processes.
  • Proficient in Microsoft Excel (vlookups, pivot tables, formulas, etc.)
  • Experience using Business Objects, Tableau or other reporting/analytical tools preferred.
  • Experience with data mining, manipulation and analysis.
  • Strong organizational skills and attention to detail.
  • Strong communication skills, work ethic and high level of personal integrity and accountability.
  • Ability to work in a highly collaborative, fast-paced team environment.

 

***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.

#LI-CA1

#LI-Hybrid 

 

Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. 

Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include 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), and sales incentives.  Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. 

 

The base salary range for this role is

$58,000 - $75,000 USD

 

TOTAL REWARDS STATEMENT 

Global Atlantic’s employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We strive to foster a culture of total well-being through community outreach and charitable giving programs. Learn more about our Charitable Giving Programs.

Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family. Global Atlantic was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation. Learn about our Benefits offerings.

Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer, and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws.  More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status. Find out more about GA’s commitment to creating a culture of belonging: DE&I and Strategic Pillars.

Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email benefits@gafg.com.

Discover more about Global Atlantic below:

2023 Corporate Responsibility Report

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Explore the GA Careers Video Channel

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Follow Global Atlantic on LinkedIn

View Global Atlantic's Privacy Statement

Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to benefits@gafg.com

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws. 

Global Atlantic Financial Group Glassdoor Company Review
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CEO of Global Atlantic Financial Group
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Allan Levine
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Average salary estimate

$66500 / YEARLY (est.)
min
max
$58000K
$75000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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We strive to be a leading U.S. retirement and life insurance company, delivering clear value to our customers and long-term value to our shareholders. We are committed to addressing our customers’ financial protection needs through a broad range o...

121 jobs
MATCH
VIEW MATCH
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$58,000/yr - $75,000/yr
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
February 18, 2025

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