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.
TEAM OVERVIEW
KKR’s Financial Planning & Analysis (FP&A) team functions to enable growth and profitability for the firm through management reporting, strategic planning, and insightful analytics. The FP&A team is responsible for designing efficient frameworks through internal and external data and reports to understand the market environment and business dynamics. The team tracks metrics and key performance indicators, including industry changes and business trends, to develop sustainable and scalable approaches that drive short and long term improvements across finance’s processes and systems. The team reports to senior management and business partners to present the planning process, set targets for financial performance, and implement best practices.
POSITION SUMMARY
The Financial Planning & Analysis (FP&A) team is seeking an innovative and strategic finance professional to help advance the firm’s finance transformation agenda. Reporting to the FP&A lead responsible for project-based budgeting, this Strategic Planning & Finance Transformation role will work directly with business unit leaders to develop business case analyses, craft investment narratives and connect enterprise strategy to funding decisions.
In addition to supporting the adoption of project-based budgeting, this role will demonstrate how the outcomes of strategic programs shape future BAU budgets, workforce planning and vendor strategies. The Strategic Planning & Finance Transformation will connect contractual and strategic investment decisions with forward-looking planning, ensuring that enterprise priorities are supported by transparent and scalable frameworks. The role will also lead foundational projects that expand strategic planning capabilities, strengthen financial transparency and embed processes that advance the firm’s transformation agenda.
This is a high-visibility opportunity for a finance leader who thrives on building partnerships, influencing senior stakeholders and designing processes that reshape how Finance drives accountability and value creation across the firm.
RESPONSIBILITIES
- Partner with Business COOs and other functional leaders to develop business case analyses and investment narratives that help secure funding for strategic initiatives and support enterprise priorities
- Support the adoption of project-based budgeting by coordinating program intake, evaluating funding allocations and linking initiatives to long-term enterprise planning outcomes
- Translate the impact of strategic programs into future BAU budgets and workforce plans, creating stronger connectivity between transformation initiatives and ongoing business operations
- Work with Program Managers and Business COOs to connect enterprise strategy to execution by aligning funding, resources and milestones within forward-looking plans
- Connect contractual and investment decisions with forward-looking planning, ensuring spend commitments and vendor strategies are integrated into enterprise forecasts
- Partner with Procurement to incorporate standardized savings frameworks into business cases where cost reduction or vendor optimization is a driver, ensuring assumptions are credible and aligned with enterprise methodologies
- Lead foundational projects that expand the firm’s strategic planning capabilities, embedding scalable frameworks that drive consistency, accountability and enterprise-wide adoption
- Champion change management by engaging senior stakeholders, driving communications and embedding new ways of working that advance the firm’s finance transformation agenda
QUALIFICATIONS
- Bachelor’s degree in Finance, Economics, Business Management or another quantitative discipline with a record of strong achievement; advanced degree a plus
- 7+ years of experience in FP&A, business management, corporate strategy or related finance roles, ideally in financial services or transformation-focused environments
- Proven ability to partner with senior business leaders to develop business cases and ensure enterprise initiatives are supported by clear financial and strategic frameworks
- Strong background in financial modeling, investment analysis and strategic planning, with the ability to translate complex data into clear narratives for decision-making
- Familiarity with project-based budgeting, workforce planning, vendor strategy and savings frameworks that support enterprise planning and resource allocation
- Demonstrated success leading cross-functional initiatives with Finance, Technology, Procurement and business partners to embed scalable methodologies into budgeting, forecasting and reporting
- Excellent communication and influencing skills; able to distill complex financial and operational concepts into insights that drive executive alignment and adoption
- Strong project management capability with a track record of delivering transformation initiatives and managing competing priorities in dynamic environments
- Curious, innovative and proactive with a strong sense of ownership, accountability and commitment to advancing finance transformation
#LI-ONSITE
This is the expected annual base salary range for this Boston-based position. 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.
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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