New York Life Insurance
Senior Associate, Financial Analysis & Strategic Support
New York Life Insurance, New York, New York, us, 10261
Overview
Location Designation: Hybrid - 3 days per week Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. We are a Fortune 100 company and industry leader, providing an environment to explore career ambitions, tackle meaningful challenges, and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by the belief to always be there for each other, offering support and flexibility to grow and make an impact in the lives of others. You are our future, and we commit to investing in you accordingly.
Role Overview:
We are seeking a highly motivated and adaptable Financial Analyst & Strategic Support Associate to join our team. This role drives cost optimization initiatives, strengthens financial governance, and improves expense efficiency, while contributing to a range of dynamic activities across operations, governance, and executive support. The ideal candidate thrives in ambiguity, demonstrates strong analytical capabilities, and brings a collaborative, solutions-oriented mindset to day-to-day work.
What You’ll Do
Collaborate with finance, procurement, and operational teams to source and organize financial data. Perform cost analysis to identify trends and variances, supporting optimization opportunities and cost rationalization. Support development of recommendations for expense rationalization, focusing on cost reduction without compromising business performance. Support development and execution of disciplined governance frameworks for financial commitments. Create, maintain, and adjust reports and dashboards to communicate expense trends, risks, and optimization opportunities to leadership. Strategic & Operational Support: assist with initiative tracking, governance documentation, and other operational rhythms to drive clarity and execution. Contribute to ad hoc initiatives requiring analytical thinking, structured communication, or logistical coordination. Support preparation of executive-level materials (updates, presentations, talking points). Coordinate meetings, track follow-ups, and manage action items across cross-functional partners.
What You’ll Bring
Bachelor’s degree in Finance, Business, Economics, or related field. 3-5 years of experience in financial analysis, consulting, operations, or a similarly analytical environment. Proficiency in Microsoft Office Suite, especially Excel for data analysis, PowerPoint for storytelling, and Word for documentation. Strong analytical capabilities and critical thinking, with the ability to draw conclusions from data and make recommendations. Strong organizational and communication skills with the ability to manage multiple priorities. High degree of discretion and professionalism; able to work independently and handle sensitive information. Impact-oriented with a bias to action and a willingness to pursue opportunities that lead to improvements.
Pay Transparency
Salary Range: $77,500 - $120,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on factors including experience, skills, qualifications, and job location. Employees may also be eligible for an annual discretionary bonus and participation in an incentive program.
Our Benefits
We provide a full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs. We continuously refine and add benefits to support employees inside and outside of work.
Our Commitment to Inclusion
New York Life fosters an inclusive workplace fundamental to who we are and how we serve communities. We are committed to creating an environment where individuals can contribute their best and succeed together. This is rooted in our core values of humanity and integrity, ensuring every employee feels valued and supported. By embracing diverse perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through employee giving and volunteerism, supported by the Foundation. We operate in the best interests of our policy owners. To learn more about career opportunities, visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company evolves to meet client and employee needs.
Job Requisition ID: 92258
#J-18808-Ljbffr
Location Designation: Hybrid - 3 days per week Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. We are a Fortune 100 company and industry leader, providing an environment to explore career ambitions, tackle meaningful challenges, and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by the belief to always be there for each other, offering support and flexibility to grow and make an impact in the lives of others. You are our future, and we commit to investing in you accordingly.
Role Overview:
We are seeking a highly motivated and adaptable Financial Analyst & Strategic Support Associate to join our team. This role drives cost optimization initiatives, strengthens financial governance, and improves expense efficiency, while contributing to a range of dynamic activities across operations, governance, and executive support. The ideal candidate thrives in ambiguity, demonstrates strong analytical capabilities, and brings a collaborative, solutions-oriented mindset to day-to-day work.
What You’ll Do
Collaborate with finance, procurement, and operational teams to source and organize financial data. Perform cost analysis to identify trends and variances, supporting optimization opportunities and cost rationalization. Support development of recommendations for expense rationalization, focusing on cost reduction without compromising business performance. Support development and execution of disciplined governance frameworks for financial commitments. Create, maintain, and adjust reports and dashboards to communicate expense trends, risks, and optimization opportunities to leadership. Strategic & Operational Support: assist with initiative tracking, governance documentation, and other operational rhythms to drive clarity and execution. Contribute to ad hoc initiatives requiring analytical thinking, structured communication, or logistical coordination. Support preparation of executive-level materials (updates, presentations, talking points). Coordinate meetings, track follow-ups, and manage action items across cross-functional partners.
What You’ll Bring
Bachelor’s degree in Finance, Business, Economics, or related field. 3-5 years of experience in financial analysis, consulting, operations, or a similarly analytical environment. Proficiency in Microsoft Office Suite, especially Excel for data analysis, PowerPoint for storytelling, and Word for documentation. Strong analytical capabilities and critical thinking, with the ability to draw conclusions from data and make recommendations. Strong organizational and communication skills with the ability to manage multiple priorities. High degree of discretion and professionalism; able to work independently and handle sensitive information. Impact-oriented with a bias to action and a willingness to pursue opportunities that lead to improvements.
Pay Transparency
Salary Range: $77,500 - $120,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on factors including experience, skills, qualifications, and job location. Employees may also be eligible for an annual discretionary bonus and participation in an incentive program.
Our Benefits
We provide a full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs. We continuously refine and add benefits to support employees inside and outside of work.
Our Commitment to Inclusion
New York Life fosters an inclusive workplace fundamental to who we are and how we serve communities. We are committed to creating an environment where individuals can contribute their best and succeed together. This is rooted in our core values of humanity and integrity, ensuring every employee feels valued and supported. By embracing diverse perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through employee giving and volunteerism, supported by the Foundation. We operate in the best interests of our policy owners. To learn more about career opportunities, visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company evolves to meet client and employee needs.
Job Requisition ID: 92258
#J-18808-Ljbffr