Reporting Analyst #84773


Date: Oct 1, 2021

Location: White Plains, NY, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & 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.




Provide financial data to our policyholders and management as scheduled or as requested.




  • Calculation of policyholder annual financials (monthly, as different cases reach their dividend anniversary)
  • Calculation of quarterly or estimated policyholder financials (as requested by the policyholder)
  • Various ad-hoc reports – client specific reporting requests and management reporting requests
  • Annual statement reporting / Post-anniversary dividend calculations
  • Write memos summarizing financial data to be given to case account managers
  • Review/check calculations done by others on the team and validate accuracy of work
  • Assist with projection models
  • Update/enhance current spreadsheets & models
  • Propose and analyze solutions for streamlining workflows



  • Bachelor’s degree preferred
  • 0-3 year relevant work experience
  • Strong attention to detail
  • Ability to effectively prioritize and successfully engage in multiple initiatives simultaneously
  • Strong analytical, organizational and documentation skills
  • Strong verbal and written communication skills
  • Knowledge of MS Office (Word, Excel & PowerPoint), knowledge of Access helpful but not 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 our Foundation. 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: 84773




Nearest Major Market: White Plains
Nearest Secondary Market: New York City

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