Financial Planning & Analysis Associate, Insurance & Agency Group


Date: Apr 1, 2023

Location: New York, NY, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



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.



The Financial Planning & Analysis (“FP&A”) team for the Insurance & Agency Group (“I&AG”) is responsible for the coordination of management reporting of financial results, the multi-year financial planning process and the financial support for the strategic and tactical needs for insurance and annuity businesses within the group.


  • Support the reporting of quarterly financial results and the multi-year financial plan data, including the development of meaningful financial schedules/trends to illustrate/explain the financial story to senior management.
  • Support all management reporting activities at I&AG consolidation level, work closely with business unit, Management Reporting, and Corporate partners to ensure timely and accurate collection and delivery of financial data
  • Perform financial analysis on all key financial metrics across all I&AG businesses (source of earnings, VNB, IRR, capital, etc)
  • Work with team members to provide support for strategic discussions on I&AG businesses through financial and management information analyses, and reports.
  • Answer to ad-hoc financial data request from business partners in a timely manner, and streamline data request flow by developing a central data repository for relevant financial information.
  • Develop understanding of the life and annuity business and contribute to continual enhancement of analytical framework to support business decision making and measurement of strategic goals.
  • Develop understanding of expense structure and allocation over time, and perform trend analysis on expense components across businesses.



  • Bachelor's degree preferred
  • Strong sense of ownership and ability to perform assignments independently
  • Ability to multi-task with shifting priorities, with a strong sense of urgency under tight deadlines
  • Proficiency with Microsoft Office suite, especially with Excel, Word, and Powerpoint
  • Experience with SAP system, Tableau, Spotfire, or other Business Intelligence system preferred
  • Experience with insurance company financial reporting a plus
  • Ability to build relationships and collaborate within the team/across the organization




Salary range: $72,500-$107,500 

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: 88582




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

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