Financial Analyst


Date: Nov 2, 2021

Location: Jersey City, NJ, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & 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.




As a Senior Financial Analyst you will be assisting the Financial Planning and Analysis team of NYLIM, a business unit within the New York Life Asset Management division.  Your key responsibility is to assist in the reporting process and generate P&L, Sales and AUM (Assets under Management) schedules that will be utilized in the production of presentations reviewed with senior leaders.  The individual will also perform ad-hoc reporting as requested from various stakeholders.


In addition, the individual will assist the FP&A team with the creation of reports from different platforms, such as MS Excel, Analysis for Office, Access, Tableau and other applications.  Also, the individual could get pulled in to assist in the budgeting and planning process if needed



  • Experienced user of Microsoft Office suite (Outlook, Excel, Word, PowerPoint, Access), knowledge of SAP and Tableau is a plus
  • Bachelor's degree preferred (Accounting or Finance)
  • Excellent data management and problem-solving skills
  • Attention to detail and diligent in checking the accuracy of schedules
  • Excellent communication (oral and written), analytical and presentation skills are a plus
  • Ability to work independently and handle multiple tasks/projects at the same time and be able to meet deadlines
  •  Must have the ability to build strong working relationships with different areas within the organization including business units and corporate areas
  • Innovative, with the mindset of continuous improvement to simplify existing processes and reduce production time
  • Experience with Planning and Budgeting is a plus
  • Experience or has strong interest in the Asset Management Industry is a plus
  • Experience working in Finance is a plus


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 our Foundation. 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: 84952




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

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