Reporting Analyst

APPLY NOW »

Date: Aug 3, 2022

Location: Leawood, KS, US

Company: New York Life Insurance Co

 

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

This position involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.
 

 

Build a purpose-driven career.

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

Our employees take pride in being part of a company that is committed to doing the right thing for customers and improving local communities through our culture of employee giving and volunteerism.

 

When you join our team, you’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. Most of our employees enjoy a blend of both remote and in-office work flexibility.

 

We invite you to bring your talents to New York Life! In our Leawood, Kansas office, we are seeking a highly talented and driven Reporting Analyst to join our dynamic, high-performing team focused on the managing, defining, and designing of reporting requirements with an industry leading business unit, Institutional Life (IL).  IL offers sophisticated life insurance products in the Bank Owned Life Insurance (BOLI), Corporate Owned Life Insurance (COLI) and Corporate Sponsored markets.

 

This role is on the Case Management Accounting team which is responsible for working closely with all IL teams to identify and define reporting requirements. As a Reporting Analyst, you should be a highly organized, detail-oriented problem solver that has a track record of working collaboratively with cross-functional teams.

 

This position requires the ability to think independently and exercise initiative within a structured environment. It is an excellent opportunity for a highly competent, driven, intellectually curious, “team-first” professional to join an organization that values teamwork, service to community, and a client-first approach to business.

 

The primary purpose of this role is to manage, define, design and test reports and dashboards for Institutional Life Business Units by collaborating with end users to determine data, reports, and dashboard needs.

  • Planning – Participate in determining IL’s reporting vision
    • Contribute to Roadmap for data and reporting
    • Define reports and dashboard requirements related to strategic initiatives
  • Manage Reporting Requests
    • Define reporting needs or enhancements based on input from IL teams and managers
    • Design reporting requirements and communicate to Product Owner and Tableau developers
  • User Acceptance testing of developed reports
  • Provide training on reports and dashboards available within Tableau
  • Generate scheduled reporting, adhoc reporting, and trend analysis when appropriate

 

Role Skills and Knowledge:

  • Bachelor's degree or a Minimum 3-5 years of related experience
  • FINRA Series 6 designation is required within 1 year
  • Must have knowledge of data analytics and reporting. Advanced Microsoft Excel, and familiarity with SQL and Tableau is a plus
  • Inquisitiveness, Intellectual curiosity and strong desire to understand the business
  • Ability to manage high volume workload with minimal supervision
  • Strong critical thinking skills and attention to detail 
  • Ability to become subject matter expert for reporting to other IL business units, management, system analysts, and Corporate Finance

 

This position involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

 

SF:LI-KH1

#LI-HYBRID 
 

 

 

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

 

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 www.NewYorkLife.com.

 

Job Requisition ID: 87039

 

 


Job Segment: Social Media, Corporate Finance, Bank, Banking, SQL, Marketing, Finance, Technology