Financial Planning & Analysis Professional – Houston


Houston, TX, USA
Posted on April 29, 2024


KKR & Co. Inc., together with its subsidiaries, is a leading global investment firm that offers alternative asset management and 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 The Global Atlantic Financial Group.


The Financial Planning & Analysis (FP&A) team is a growing team that supports senior management, business leaders and functional leaders across the firm with management reporting, strategic planning and insightful analytics and partnership. We are looking to hire an individual to support the expense planning and process improvement activities of FP&A. This role will focus primarily on understanding our general and administrative (G&A) costs, with a focus on our business operations functions, supporting strategic analyses and assisting in Firm wide reporting. The ideal candidate would have a unique combination of financial / business acumen, process and control mind set and effective change management capabilities. The candidate should also have excellent verbal / written communication skills and be a cultural fit with an emphasis on teamwork, diversity, excellence and results.


  • Foster strong relationships with key stakeholders in the business operations functions and across all of Finance
  • Support overall FP&A financial reporting including preparation of monthly and quarterly meeting materials, as well as budgeting and forecasting review materials
  • Provide financial support to evaluate the annual operating expense budget, the long-term strategic business plan, and the periodic forecasting processes
  • Prepare and analyze G&A expense trends and create reporting that is user-friendly to senior functional owners
  • Work closely with the corporate accounting team to support the quarterly close process, which may include investigation of actual results in the financial ledger and preparing reclassifications as needed
  • Assist on the annual headcount planning process
  • Prepare ad hoc analyses as needed


  • BS/BA in Finance, Economics, Engineering or other quantitative discipline with a record of strong achievement
  • 4+ years of experience with management reporting, expenses, budgeting, planning and forecasting, preferably in the financial services industry; experience with firm wide consolidation is a plus
  • Strong team player with ability to deliver in a fast-paced environment with tight deadlines and multiple demands
  • Excellent communication and presentation skills, both in written form and verbally to more senior stakeholders
  • Strong technical skills in data manipulations; must have advanced excel skills
  • Experience with using BPC, S4 Hana (SAP), Concur, Tableau is a plus
  • Focused attention to detail and high standards for quality, efficiency and accuracy in their work product
  • Ability to work both independently as well as be collaborative, team-oriented, service-oriented and solutions-oriented


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.

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