Senior Associate, Management Reporting

Date: Apr 28, 2019

Location: Jersey City, NJ, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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


Reporting to the Corporate Vice President of the Management Reporting team in the Financial Services Organization (FSO), this position will aide in the implementation of new tools and strategies to streamline the delivery of reporting packages. The individual will need to bring critical data organizational skills to support on-going process improvement efforts. In addition, the role will partner with internal business partners to enhance existing reports and develop new deliverables.


- Implement strategies to organize various sources of data into a form where it can be leveraged to create consistent reporting packages

- Drive efficiency through the use of new tools and processes

- Enhance existing reporting packages with new analytical views



  • Advanced Excel skills (e.g. Pivot Tables, index/sumifs/vlookup formulas)
  • Experience or  working knowledge of mulit-dimensional management reporting databases (e.g. Essbase, Cognos, TM1, etc…) will be key. Experience with data visualization/dashboarding tools (e.g. Qlikview, Tableau, WDesk, etc...) is a plus.
  • 'The candidate will need to showcase their ability to work with multiple data sources and propose solutions to streamline data capture and aggregation.
  • 'The candidate should have experience creating management-level reporting documents and understand that, when crafting a deliverable, they need to be mindful of the audience that will receive it.
  • Bachelor's Degree in Finance, Accounting, Economics or Mathematics, data management; MBA a plus






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