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reporting data analysis planning budgeting automation📋 Description
- Lead recurring expense reporting (monthly/quarterly) for transparency.
- Automate manual processes; improve data analysis; focus on scalability and controls.
- Partner with FP&A to report and analyze Insurance impact of total firm Opex.
- Prepare Insurance statutory expense analytics with Actuarial/Capital teams.
- Collaborate with Tech Finance to allocate Insurance tech spend.
- Coordinate annual budget, forecasts, and long-term planning.
- Support monthly close; review results and expense analysis.
🎯 Requirements
- Financial services background; accounting, reporting, and insurance ops.
- Experience across legal, tech, risk, ops, and compliance.
- Proven process improvement with automation, scalability, and controls.
- Strong analytical/communication skills; translate finance into insights.
- Align with KKR values; build cross-organizational relationships.
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