Senior Associate, Financial Analysis & Strategic Support

Financial Analyst & Strategic Support Associate

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 a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance. As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making 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 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 (e.g., operates with bias to action, and willing to pursue opportunities that lead to improvements).

Pay Transparency

Salary Range: [[cust_salaryRangePosting]] Overtime eligible: [[customString6]] Discretionary bonus eligible: [[cust_merit]] Sales bonus eligible: [[stockPackage]] 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.

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.

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.