Senior Associate, Management Reporting


Date: Aug 18, 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 consolidated 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 Financial Planning & Analysis (FP&A) 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
  • Drive efficiency through the use of new tools and processes
  • Enhance existing reporting packages with new analytical views 



  • Bachelor’s Degree in Finance, Accounting, Economics or Mathematics; MBA a plus
  • At least 3-5 years of relevant experience, FP&A preferred 
  • Advanced Excel (e.g. Pivot Tables, index/sumifs/vlookup formulas) and PowerPoint Skills
  • Experience with or working knowledge of multi-dimensional management reporting databases (e.g. Essbase, Cognos, TM1, etc)
  • Experience with data visualization/dashboarding tools (e.g. Qlikview, Tableau, WDesk, etc.) is a plus.
  • Experience creating management-level reporting documents 






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Nearest Major Market: New York City
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