Senior Associate - Tech Data AI Ventures, Finance Business Partner

New York Life; New York (NY); Ibrido; USD 100.000 - 143.000; Tempo pieno

Descrizione del lavoro

New York Life Insurance Co. is seeking a Senior Associate for Tech Data AI Ventures, Finance Business Partner in New York. The role partners with finance, business, and technology stakeholders to lead budgeting, forecasting, and FP&A across IT and business functions.

Responsibilities include consolidating results, enhancing dashboards with Apptio/Tableau, and driving cost visibility to enable fact-based decisions. Strong analytical, communication, and project management skills are essential.

Competenze

• Bachelor's degree in finance, accounting, information systems, data/analytics.
• 8–12 years IT financial management or related roles.
• Hands-on experience with Apptio (Cost Transparency/Planning/Target Process).
• Understanding IT service costing, cost allocation, and modeling concepts.
• Proficiency in Excel, data integration, and financial modeling.
• Experience with ERP/CMDB, cloud billing, and project tracking tools.
• Excellent communication and presentation skills; ability to simplify complex data.
• Ability to manage multiple priorities in a fast-paced environment.

Mansioni

• Build strategic relationships with Finance and Business stakeholders.
• Lead budgeting, forecasts, and monthly financial reporting processes.
• Analyze performance and provide insights to drive results.
• Deliver planning, forecasting, and reporting with cross-functional interface.
• Provide value-add analytics to explain key drivers of costs.
• Partner with business units to align operations with financial goals.
• Prepare executive-level materials for leadership reviews.
• Maintain and improve financial models, tools, and dashboards.
• Support scenario planning and cost optimization initiatives.
• Collaborate with Accounting, Strategy, Operations, and HR teams.
• Create dashboards to communicate cost drivers and service usage.
• Maintain data dictionaries and IT cost transparency models.

Conoscenze

Financial analysis

Forecasting

Stakeholder management

Excel

Data analytics

Presentation skills

Formazione

Bachelor's degree in Finance/Accounting/IS/Analytics

Strumenti

Apptio

Tableau

Anaplan

Oracle

Workday Adaptive

Descrizione del lavoro

Location Designation: Hybrid - 3 days per week

This position is hybrid - Tuesday - Thursday in the NY Office, Monday & Friday work from home.

Senior Associate /Tech Data AI Ventures, Finance Business Partner

Role Overview:

TDAV Finance

The Finance Business Partnering team within the Tech, Data, AI & Ventures (TDAV) Finance department is looking for a Corporate Vice President role that 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, and 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.

This position requires advanced analytical and communication skill sets to ensure requests are understood, processed and delivered within applicable time frames, and in accordance with New York Life’s accounting policies and specific technical requirements. A strong ability to work independently, as well as a member of a cross-functional team is expected.

What You'll Do:

• Responsible for building strategic relationships with appropriate stakeholders within Finance and Business areas
• 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
• Deliver the budget, planning, forecasting, and reporting processes with the ability to interface regularly with business relationship managers, and key financial contacts
• Ability to provide value add analytics to ensure various levels of management understand key drivers of financial information
• Partner with business units to understand operational drivers and ensure alignment with financial goals
• Prepare executive-level presentations (e.g., CFO review 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 Bring:

• A bachelor's degree in finance, accounting, information systems, data/business analytics, or a related field.
• 8-12 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 Transparency

Salary Range: $100,000-$143,000

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.

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.

Job Requisition ID: 94717