SENIOR ASSOCIATE, Budgeting & Expense Analytics


Date: Sep 27, 2021

Location: New York, NY, US

Company: New York Life Insurance Co



When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and 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 top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. To learn more, please visit LinkedIn, our Newsroom and the Careers page of



Position Summary

The Finance Associate, which reports to the Corporate Vice President of Budgeting and Expense Analytics within Foundational Business FP&A, is responsible for partnering with, and supporting Foundational Business Budget Leaders on strategic expense budgeting decisions.  This role will build analytics, reporting, and develop budgets and forecast through collaboration with his/her respective Foundational Business units.  In addition, this role is responsible for understanding and assisting in the governance of post allocated assumptions and results for the area(s) which they support.


Core/Key Responsibilities

  • Assist in the monthly closing, forecasting, and budgeting activities for the areas in which they support
  • Understand and interpret how budgeting decisions will impact the broader enterprise through expense allocation rules
  • Support decisions made by the Foundational leadership team through strategic analytics
  • Collaborate closely with FP&A and Pricing teams to assist in the build of metrics, analyze trends, and support unit costs regulatory efforts
  • Identify processes and/or functions that may require updates and implement improvements and efficiencies  



  • Bachelors in Finance and/or Accounting
  • Master’s Degree is a plus, not a must


Key Skills and Licenses & Certifications

  • 3+ years of experience in FP&A and/or expense focused analytics
  • Proficient in communication and cross functional collaboration throughout Finance and the Business Units
  • Proficient in Microsoft Excel, Power point, and navigating through General Ledger Reporting/Budgeting applications such as SAP, Anaplan, Tableau, etc.
  • Experience with expense disciplines including: (i) Zero based budgeting, (ii) cash and capital management, (iii) cost/benefit analysis, (iv) strategic initiative benefit and costs tracking

Job Requisition ID: 84788








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