Sr. Associate, Financial Planning Analyst - New York Life : Job Details

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Location Designation: Hybrid - 3 days per weekOur New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.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 an inclusive 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.You are our future, and we commit to investing in you accordingly.Join Corporate Finance where expertise meets strategic impact. Partner with diverse business units, providing financial insights and guiding sound decision-making. You'll work collaboratively to ensure data accuracy, implement robust controls and safeguard policy owners' interests. Become part of a team dedicated to financial stewardship, enabling business performance and paving the way for a secure future for generations to come.The Financial Planning & Analysis team within the Strategic Capabilities Finance department is looking for a Senior Associate – Financial Planning & Analysis. This role focuses on partnering with finance, business, and technology stakeholders to maintain and enhance Strategic Investment planning, and Financial Planning & Analysis (FP&A) processes, which includes consolidation of monthly results, planning, forecasting, ad-hoc analysis.The role aims to enhance cost visibility and enable fact-based decision-making across IT and business functions. The ideal candidate will support the Apptio suite of applications, data governance, reporting, and dashboarding needs across various service owners and cost centers. This position requires problem-solving skills, an analytical mindset, and the ability to identify automation opportunities and other process simplifications. The role also requires the ability to work independently and as part of a cross-functional team.What You'll Do

• Lead/support the annual budgeting, quarterly forecasts, and monthly financial reporting processes.
• Analyze financial performance and key business trends; develop insights and recommendations to drive performance.
• Partner with business units to understand operational drivers and ensure alignment with financial goals.
• Prepare executive-level presentations (e.g., Board materials, leadership reviews).
• Maintain and improve financial models, tools, and reporting dashboards.
• Support scenario planning, cost optimization initiatives, and ad hoc financial analysis.
• Collaborate cross-functionally with Accounting, Strategy, Operations, and HR teams.
• Build and enhance dashboards within Apptio or Tableau to communicate cost drivers, KPIs, and service consumption metrics.
• Maintain data dictionaries, service catalogs, and IT cost transparency models critical to delivering the Bill of IT.

What You'll BringRequired Skills:

• A bachelor's degree in finance, accounting, information systems, data/business analytics, or a related field preferred.
• 4-8 years of experience in IT financial management, technology business management, finops, data analytics, cost accounting, or systems support roles.
• Hands-on experience with Apptio, including any combination of Cost Transparency, Planning, or Target Process modules.
• Understanding of IT service costing, cost allocation, and financial modeling concepts.
• Proficiency in Excel, data integration, and financial modeling.
• Familiarity with enterprise systems (ERP, CMDB, cloud billing, project tracking tools).
• Ability to work with large data sets across disparate sources (e.g., GL, HR, cloud, on-prem IT).
• Strong analytical skills with attention to detail.
• Experience with financial systems such as Anaplan, Oracle, SAP, Workday Adaptive, or similar.
• Excellent communication and presentation skills; ability to simplify complex financial data.
• Proven ability to manage multiple priorities in a fast-paced environment.

Preferred Skills

• Familiarity with cost allocations, CapEx vs. OpEx distinctions, and SaaS or technology business models.
• Experience working in matrixed or enterprise environments

Pay TransparencySalary Range: $95,000-$162,500Overtime eligible: ExemptDiscretionary bonus eligible: YesSales bonus eligible: NoActual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.Our BenefitsWe provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.Our Commitment to InclusionAt New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.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.LI-MC1LI-Hybrid!Job Requisition ID: 92216

Seniority level

• Seniority levelNot Applicable

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales

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