New York Life
Senior Associate, Financial Analysis & Strategic Support
New York Life, New York, New York, us, 10261
Location Designation
Hybrid - 3 days per week Role Overview
We are seeking a highly motivated and adaptable Financial Analyst & Strategic Support Associate to join our team. This role plays a key part in driving cost optimization initiatives, strengthening financial governance, and improving expense efficiency, while also contributing to a range of dynamic, high-impact 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 efforts by identifying trends and variances to identify optimization opportunities and support cost rationalization efforts. Support the development of recommendations for expense rationalization, focusing on cost reduction without compromising business performance. Support the development and execution of disciplined governance frameworks for financial commitments. Create, maintain and adjust reports and dashboards used 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 that require analytical thinking, structured communication, or logistical orchestration. Support the preparation of executive-level materials (e.g., updates, presentations, talking points). Coordinate meetings, track follow-ups, and help 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 and dynamic environment. Proficiency in Microsoft Office Suite especially Excel for data analysis, PowerPoint for impactful storytelling, and Word for crafting polished documentation. Demonstrated critical thinking and problem-solving skills, including strong analytical capabilities (e.g., able to draw conclusions from data and make recommendations). Strong organizational and communication skills with the ability to manage multiple competing priorities. High degree of discretion and professionalism; able to work independently and handle sensitive information. Impact-oriented; biased to action and willing 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 several factors including experience, skills, qualifications, and job location. Employees may also be eligible to participate in an annual discretionary bonus and incentive programs. Our Benefits
We provide a full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs. Benefits are refined over time based on feedback from our employees so you can flourish both inside and outside of work. Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. New York Life is recognized as one of Fortune World’s Most Admired Companies and is committed to improving local communities through a culture of employee giving and volunteerism. We operate in the best interests of our policy owners and invite you to learn more about career opportunities on our Careers page. Additional
Visit our LinkedIn to see how employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is evolving to meet clients and employees’ needs. Job Requisition ID: 92258
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Hybrid - 3 days per week Role Overview
We are seeking a highly motivated and adaptable Financial Analyst & Strategic Support Associate to join our team. This role plays a key part in driving cost optimization initiatives, strengthening financial governance, and improving expense efficiency, while also contributing to a range of dynamic, high-impact 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 efforts by identifying trends and variances to identify optimization opportunities and support cost rationalization efforts. Support the development of recommendations for expense rationalization, focusing on cost reduction without compromising business performance. Support the development and execution of disciplined governance frameworks for financial commitments. Create, maintain and adjust reports and dashboards used 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 that require analytical thinking, structured communication, or logistical orchestration. Support the preparation of executive-level materials (e.g., updates, presentations, talking points). Coordinate meetings, track follow-ups, and help 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 and dynamic environment. Proficiency in Microsoft Office Suite especially Excel for data analysis, PowerPoint for impactful storytelling, and Word for crafting polished documentation. Demonstrated critical thinking and problem-solving skills, including strong analytical capabilities (e.g., able to draw conclusions from data and make recommendations). Strong organizational and communication skills with the ability to manage multiple competing priorities. High degree of discretion and professionalism; able to work independently and handle sensitive information. Impact-oriented; biased to action and willing 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 several factors including experience, skills, qualifications, and job location. Employees may also be eligible to participate in an annual discretionary bonus and incentive programs. Our Benefits
We provide a full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs. Benefits are refined over time based on feedback from our employees so you can flourish both inside and outside of work. Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. New York Life is recognized as one of Fortune World’s Most Admired Companies and is committed to improving local communities through a culture of employee giving and volunteerism. We operate in the best interests of our policy owners and invite you to learn more about career opportunities on our Careers page. Additional
Visit our LinkedIn to see how employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is evolving to meet clients and employees’ needs. Job Requisition ID: 92258
#J-18808-Ljbffr