Location Designation: Hybrid - 3 days per week 



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.





Location Designation: This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.

The Expense Controllership and Operations role at New York Life plays a vital part in ensuring accurate expense accounting and proficient data management within the finance domain. This role requires a passion for informational and operational data, platform infrastructure, simplifying operations, and technical depth.



Financial Management and Analysis:

  • Data support and maintenance of Apptio for all related activities.
  • Manage, analyze, and reconcile technology costs and performance metrics for NYL’s Technology costs.
  • Operationalize data monthly by importing, transform, configure, and rationalize data from systems of record such as General Ledger, Fixed Assets, Portfolio Management, Service Management, Centralized Application Repository, and Assets.
  • Conduct financial analysis and modeling to support business cases, budgeting, and forecasting activities.
  • Assess current data structures and processes, compile a detailed repository outlining data and workflows.
  • Maintain data related to projects, accounts, cost centers, financial hierarchy, and reporting.


Financial Reporting and Analysis:

  • Responsible for delivering and maintaining dashboard experiences, operational reports, and analytics to inform data-driven decisions.
  • Support monthly close activities for reporting and data analytics.
  • Prepare data for Apptio and Tableau dashboards, ensuring accuracy and consistency.
  • Partner with Finance offshore and the Tech PMO team for accurate expense data validations.
  • Maintain data components for reporting and analysis, troubleshoot, and escalate issues.
  • Prepare data for ad hoc financial analysis, management, and metrics reports.


Collaboration and Process Improvement:

  • Collaborate with Finance and others to solve complex problems; uses sophisticated analytical thought to exercise judgement and identify innovative solutions. Partner in process improvements to eliminate redundancies, standardize procedures, and implement best practices.
  • You will serve as a bridge between the various stakeholders and communicate technical components of the data process to non-technical stakeholders and external audiences.
  • Identify, design, and implement internal process improvements including automation of manual processes, optimizing data delivery, and maximize the end-user dashboard experience.
  • Collaborate with key stakeholders and various departments within Finance and Technology to deliver project related work.



  • Passion for data while also effectively communicating complicated subjects concisely and coherently.
  • In addition, you should be able to work effectively with a variety of internal and external partners and be able to provide valuable expertise and insight regarding the requested data.
  • Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of data with attention to detail and accuracy.
  • Ability to work in a fast-paced, ambiguous, and flexible environment on multiple concurrent projects where team members are based in multiple locations.
  • Bachelor’s degree in accounting, finance, or a related field preferred.
  • 5+ years of experience in Financial Planning & Analysis, data management, and expense management
  • Knowledge of Apptio, SAP, and Tableau is a plus.
  • Strong analytical capabilities and practical problem-solving skills.
  • Proficiency in Excel functions, features, and formulas to organize, analyze, and manipulate data.




Salary range: $95,000-$162,500 

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: 90280




About NY Life Insurance Company

Diversity & Humanity–two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Visit our Linkedin to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Required Legal Notices – All Candidates Please Click Here

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

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