C
Financial Services, Private Equity

Operations Finance Associate

Hartford, CTOnsiteFull Time$90,000–$120,000 /yrPosted 3 days agoVisa sponsorship available

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Required skills

  • financial governance
  • vendor management
  • strategic initiative financials
  • insurance operations
  • financial and analytical skills
  • budgeting
  • expense allocation
  • financial controls
  • forecasting
  • vendor relationships

Nice to have

  • OneStream
  • PeopleSoft
  • AI
  • automation
  • financial services experience
  • program management

Role summary

KKR is seeking an Operations Finance Associate for its insurance operations in Hartford. This role supports financial governance, vendor management, and strategic initiative financials. Responsibilities include managing operational and project budgets, preparing forecasts, evaluating expenses, managing vendor relationships and invoices, and ensuring cost control. The associate will also handle expense governance, reporting, and identify AI/automation opportunities. The ideal candidate has 3-5 years of experience in operations finance or financial management, strong Excel skills, and excellent attention to detail.

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.

POSITION SUMMARY

KKR seeks to recruit an Associate to support financial governance, vendor management, and strategic initiative financials across our insurance operations. The ideal candidate will bring strong financial and analytical skills, close attention to detail, and the ability to manage multiple vendors, invoices, and priorities at once. This individual will work directly with the Operations Finance leadership team and collaborate frequently with Finance, Technology, Procurement, Accounts Payable, and third-party service providers.

RESPONSIBILITIES

The Associate is responsible for supporting the day-to-day financial management of operational and initiative budgets, ensuring expenses are accurately recorded and allocated, and helping hold vendors accountable for cost and service delivery. This role requires a strong understanding of budgeting, expense allocation, and financial controls, and the ability to turn financial data into clear recommendations for senior stakeholders.

Financial Planning & Budget Management

  • Support management of operational and project-related budgets across insurance operations.
  • Prepare cost estimates, funding analyses, and forecasts for new and ongoing programs.
  • Assist in developing and maintaining business cases for strategic initiatives and technology investments.
  • Evaluate recurring and one-time expenses and recommend funding sources and expense allocations across business units and projects.
  • Vendor & Contract Management

  • Support relationships with operational and technology vendors and service providers.
  • Review vendor invoices, validate charges, confirm coding, and coordinate payment processing with Accounts Payable.
  • Assist in assessing contract renewals, pricing, and service agreements to maximize value and control costs.
  • Monitor vendor deliverables, service commitments, and financial obligations.
  • Expense Governance & Reporting

  • Manage invoice allocation, expense coding, capitalization treatment, and cost center activity.
  • Resolve financial discrepancies and support reconciliations across multiple operational areas.
  • Track service-level performance, scorecards, and operational metrics for third-party administrators and service providers, and escalate issues as needed.
  • Prepare reporting and financial insights for leadership decision-making.
  • Assist with audit requests and maintain control documentation.
  • Identify and implement AI and automation opportunities to improve the accuracy, speed, and consistency of budgeting, forecasting, reconciliation, and reporting processes.
  • Assist with ad-hoc requests, as needed.
  • QUALIFICATIONS

  • Bachelor's degree required in accounting, finance, business, or related field.
  • 3-5 years of related experience in operations finance, financial management, business analysis, or program management; insurance or financial services experience preferred.
  • Strong understanding of budgeting, expense allocation, forecasting, and financial controls.
  • Experience managing vendor relationships, invoices, and service agreements preferred.
  • Advanced Excel and financial analysis skills; experience with OneStream, PeopleSoft, or similar systems preferred.
  • Excellent attention to detail and ability to deliver accurate, complete work and meet deadlines.
  • Strong stakeholder management and written and oral communication skills, including with senior leaders.
  • Ability to work collaboratively and independently with minimal supervision.
  • A continuous improvement mindset.
  • This is the expected annual base salary range for this Hartford based position, $90,000 to $120,000. 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. #LI-Onsite

    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 Benefits@kkr.com. 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 Benefits@kkr.com. 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.

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