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reporting forecasting budgeting automation📋 Description
- Lead monthly/quarterly investment expense reporting with driver analysis.
- Model financial impact of new deals and structuring with teams.
- Plan and forecast investment-related expenses.
- Build scalable processes for allocating/reporting expenses.
- Automate/improve processes focusing on scalability and controls.
- Support monthly close and ad hoc analyses as needed.
🎯 Requirements
- Background in insurance/asset management; accounting, reporting, and ops.
- Experience across investment teams, legal, tech, risk, ops, and compliance.
- Track record of process improvement with automation and controls.
- Analytical mindset; translate complex financial info into insights.
- Align with KKR values; build cross-org relationships.
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