Director, NYLIM FP&A/Business Intelligence


Date: Nov 12, 2022

Location: Jersey City, NJ, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.


As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. To learn more, please visit LinkedIn, our Newsroom and the Careers page of



  • Produce financial reporting for NYLIM, and its business units; Provide high quality insightful analysis of results for Business, Finance and Senior Management
  • Support in the development of multi-year financial plans and quarterly outlooks for the business areas and NYL Corporate requirements. 
  • Engage with Business Unit resources to compile and develop monthly Sales & AUM Data and Reports. 
  • Produce and maintain profitability reporting and analysis for Business Units Areas.  This would include oversight and periodic maintenance of business unit work efforts statistics.
  • Drive Expenses & Headcount Reporting & Analysis for NYLIM Direct Expenses & Allocated expenses and released data to key stakeholders in a timely manner. 
  • Support NYLIM with Dividend Assessments and Outlooks
  • Be responsive to Business Unit and Corporate ad hoc needs and objectives; This involves, but not limited to, Deep Dive Financial Analysis, Industry Surveys, RFPs, Marketing Request, Board Reporting

Examples include:

  • Working closely with the business and Anaplan Center of Excellence to design, build, and implement Anaplan models
  • Building financial metric data models as the basis for Tableau dashboards to share data and insights with senior management
  • Automating processes to enhance analytics and demonstrating to stakeholders how analytics can maximize business benefits
  • Driving the use of data-based decision-making and analytics by finance leadership, discovering business opportunity and creating value by executing on high-priority projects
  • Demonstrates strong sense of teamwork and collaboration


Required Qualifications

  • Bachelor’s degree in business required
  • Minimum of 6+ years of related experience required
  • Strong technical skills including advanced Excel and Tableau skills
  • SQL/Database management knowledge
  • NYL Enterprise Data Hub knowledge a plus
  • Strong analytical, critical thinking, and problem-solving skills
  • Must be team oriented and able to interact with a diverse group
  • A proactive self-starter with the ability to work independently with limited supervision



Salary range: $115,000-$175,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.



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. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

Job Requisition ID: 87876






Nearest Major Market: New York City
Nearest Secondary Market: Newark

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