Senior Associate, Expense Management

New York Life; New York (NY); Hybrid; USD 81,000 - 116,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

New York Life is seeking a Senior Associate to support expense management for Agency and Field Experience, delivering budgeting, forecasting, and monthly close analysis. You will create actionable insights, improve reporting, and collaborate with stakeholders to guide decisions.

Responsibilities include building dashboards, cross-functional partnering, and mentoring a junior Associate, using SAP, Anaplan, and Tableau to drive data-driven improvements.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3-5+ years of FP&A, expense management, or financial analysis experience.
• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in Excel and PowerPoint; SAP, Anaplan, Tableau experience preferred.
• Ability to synthesize data into clear insights for stakeholders.

Responsibilities

• Support expense management activities, including budgeting, forecasting, and monthly close analysis for Agency and Field Experience
• Prepare and deliver recurring reporting and analysis with clear insights and recommendations
• Enhance analytics and dashboards to improve transparency into expense drivers, trends, key ratios
• Partner with business stakeholders to understand financial results, provide guidance, and support decision-making
• Leverage financial systems and tools (SAP, Anaplan, Tableau) to extract, validate, and analyze data
• Identify opportunities to improve reporting and forecasting processes
• Support ad hoc analyses and cost-benefit analysis of strategic initiatives
• Provide day-to-day guidance and support to a junior Associate

Skills

Analytical thinking

Stakeholder collaboration

Data-driven insights

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Excel

PowerPoint

SAP

Anaplan

Tableau

Job description

Location Designation: Hybrid - 3 days per week

Role Overview

This role will support the CVP, Expense Management lead for Agency and Field Experience, with responsibility for expense reporting, analysis, and planning activities. The Senior Associate will deliver actionable insights to support business decision‑making, enhance reporting capabilities, and strengthen expense management discipline.

This position requires a strong analytical foundation, the ability to partner effectively with stakeholders, and experience working with financial systems and data tools. The role will also provide guidance to an Associate and contribute to team priorities and process improvements.

What You’ll Do

• Support expense management activities, including budgeting, forecasting, and monthly close analysis for Agency and Field Experience
• Prepare and deliver recurring reporting and analysis (e.g., variance analysis, trend reporting, leadership updates) with clear insights and recommendations
• Enhance analytics and dashboards to improve transparency into expense drivers, trends, key ratios
• Partner with business stakeholders to understand financial results, provide guidance, and support decision‑making
• Leverage financial systems and tools (SAP, Anaplan, Tableau) to extract, validate, and analyze data
• Identify opportunities to improve reporting and forecasting processes
• Support ad hoc analyses and cost‑benefit analysis of strategic initiatives
• Provide day-to-day guidance and support to a junior Associate, contributing to team effectiveness and development

What You’ll Bring

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3-5+ years of relevant experience in FP&A, expense management, or financial analysis
• Strong analytical and problem‑solving skills with attention to detail
• Proficiency in Excel and PowerPoint; experience with SAP, Anaplan, Tableau, databricks preferred
• Ability to synthesize data into clear insights and communicate effectively to stakeholders
• Strong organizational skills with the ability to manage multiple priorities
• Demonstrated ability to work both independently and collaboratively in a team environment

Pay Transparency

Salary Range: $81,000-$115,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual 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.

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem‑solving, and purpose‑driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.

Our Benefits

We 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 Inclusion

At 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.

Leadership & Recognition

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.

Community Engagement

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.