Operations Finance Associate
About The Position
KKR is seeking an Associate to support financial governance, vendor management, and strategic initiative financials across its insurance operations. The role supports day-to-day financial management of operational and initiative budgets, accurate expense recording and allocation, and vendor accountability for cost and service delivery. It calls for strong budgeting, expense-allocation, and financial-controls knowledge, along with the ability to turn financial data into recommendations for senior stakeholders. The Associate works directly with the Operations Finance leadership team and collaborates frequently with Finance, Technology, Procurement, Accounts Payable, and third-party service providers. The role also identifies and implements AI and automation opportunities to improve the accuracy, speed, and consistency of budgeting, forecasting, reconciliation, and reporting processes.
Requirements
- Bachelor's degree in accounting, finance, business, or a related field.
- 3–5 years of related experience in operations finance, financial management, business analysis, or program management.
- Strong understanding of budgeting, expense allocation, forecasting, and financial controls.
- Advanced Excel and financial analysis skills.
- Excellent attention to detail and ability to deliver accurate, complete work and meet deadlines.
- Strong stakeholder-management, written, and oral communication skills, including communication with senior leaders.
- Ability to work collaboratively and independently with minimal supervision.
- A continuous improvement mindset.
Nice To Haves
- Insurance or financial services experience.
- Experience managing vendor relationships, invoices, and service agreements.
- Experience with OneStream, PeopleSoft, or similar systems.
Responsibilities
- 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.
- 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.
- 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 budgeting, forecasting, reconciliation, and reporting processes.
- Assist with ad-hoc requests as needed.
Benefits
- Employees may be eligible for a discretionary bonus based on factors such as individual and team performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
