Reviews investment and insurance account reconciliations, journal entries, financial analyses, statutory statements, regulatory filings, disclosures, and management reports. Identifies trends and variances, reviews offshore accounting work, supports financial controls, and contributes to automation, process improvement, reporting enhancements, and special projects.
Location Designation: Hybrid - 3 days per week
This position is a hybrid role - Tuesday - Thursday in the NY Office, Monday & Friday work from home.
Senior Associate (PF3) - Separate Accounts (FP&A)
What You'll Do:• Review monthly and quarterly account reconciliations, journal entries, and trend analysis for investment and insurance activities related to the NYLIAC and NYL Separate Accounts, with a focus on accuracy, reasonableness, and key business drivers.• Perform analytical review of monthly and quarterly investment and insurance activity, identifying trends, variances, and items requiring follow-up.• Support the preparation and review of the annual Separate Account Statutory statements and other regulatory filings.• Review Statutory accounting disclosures and footnotes, including supporting analysis and documentation.• Review monthly and quarterly internal management reports and provide value-add analysis to support financial reporting and management decision-making.• Participate in special projects and ad hoc requests, including process improvement, automation, reporting enhancements, and other value-add initiatives.• Review work completed by offshore accounting staff and provide timely feedback to support accuracy, consistency, development, and continued process improvement.
What You'll Bring:• Bachelor's degree in Accounting, Finance, or a related field with 3-5+ years of experience in investment accounting, financial reporting, accounting operations, or related finance functions.• Knowledge of life insurance industry accounting, Statutory accounting principles, and/or insurance Separate Accounts is a plus.• Understanding of financial controls, SOX/MARS requirements, and best practice review processes.• Strong analytical skills with the ability to interpret financial results, identify trends and variances, and communicate key business drivers and insights.• Proficiency in Microsoft 365 applications, including Excel, Word, and PowerPoint.• Experience leveraging technology, automation, and AI-enabled tools to improve efficiency, enhance analysis, strengthen documentation, and support decision-making.• Demonstrated ability to identify opportunities to streamline processes, reduce manual effort, improve controls, and enhance reporting effectiveness.• Self-motivated professional with strong interpersonal skills, sound judgment, professionalism, and integrity.• Adaptable, curious, and open to learning new tools, technologies, processes, and ways of working.• Excellent organizational, multitasking, and prioritization skills.• Knowledge of Analysis for Office, Wings, SAP, or similar financial reporting and accounting systems is a plus.
#LI-VL1
#LI-HYBRID
Pay Transparency
Salary Range: $80,000-$105,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
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. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. 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. Click here to 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 a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please 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 is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 94620
#BI-Hybrid
This position is a hybrid role - Tuesday - Thursday in the NY Office, Monday & Friday work from home.
Senior Associate (PF3) - Separate Accounts (FP&A)
What You'll Do:• Review monthly and quarterly account reconciliations, journal entries, and trend analysis for investment and insurance activities related to the NYLIAC and NYL Separate Accounts, with a focus on accuracy, reasonableness, and key business drivers.• Perform analytical review of monthly and quarterly investment and insurance activity, identifying trends, variances, and items requiring follow-up.• Support the preparation and review of the annual Separate Account Statutory statements and other regulatory filings.• Review Statutory accounting disclosures and footnotes, including supporting analysis and documentation.• Review monthly and quarterly internal management reports and provide value-add analysis to support financial reporting and management decision-making.• Participate in special projects and ad hoc requests, including process improvement, automation, reporting enhancements, and other value-add initiatives.• Review work completed by offshore accounting staff and provide timely feedback to support accuracy, consistency, development, and continued process improvement.
What You'll Bring:• Bachelor's degree in Accounting, Finance, or a related field with 3-5+ years of experience in investment accounting, financial reporting, accounting operations, or related finance functions.• Knowledge of life insurance industry accounting, Statutory accounting principles, and/or insurance Separate Accounts is a plus.• Understanding of financial controls, SOX/MARS requirements, and best practice review processes.• Strong analytical skills with the ability to interpret financial results, identify trends and variances, and communicate key business drivers and insights.• Proficiency in Microsoft 365 applications, including Excel, Word, and PowerPoint.• Experience leveraging technology, automation, and AI-enabled tools to improve efficiency, enhance analysis, strengthen documentation, and support decision-making.• Demonstrated ability to identify opportunities to streamline processes, reduce manual effort, improve controls, and enhance reporting effectiveness.• Self-motivated professional with strong interpersonal skills, sound judgment, professionalism, and integrity.• Adaptable, curious, and open to learning new tools, technologies, processes, and ways of working.• Excellent organizational, multitasking, and prioritization skills.• Knowledge of Analysis for Office, Wings, SAP, or similar financial reporting and accounting systems is a plus.
#LI-VL1
#LI-HYBRID
Pay Transparency
Salary Range: $80,000-$105,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
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. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. 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. Click here to 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 a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please 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 is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 94620
#BI-Hybrid
New York Life New York, New York, USA Office
51 Madison Avenue, New York, NY, United States, 10010
New York Life Jersey City, New Jersey, USA Office
New York Life Jersey City, NJ Office
30 Hudson Street , Jersey City, New Jersey, United States, 07302
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