VP, IT Finance & Strategy Partner

New York Life Insurance Company; New York (NY); Hybrid; USD 119,000 - 170,000; Full time

Benefits offered by this job

Discretionary bonus

Incentive program

Comprehensive benefits

Job summary

New York Life Insurance Company is seeking a Corporate Vice President for Tech Data AI Ventures, Finance Business Partner, hybrid schedule with in-office Tue–Thu and work-from-home Mon & Fri. The role partners with finance, business, and tech stakeholders to advance FP&A, monthly results consolidation, planning, forecasting, and analytics.

The ideal candidate will lead budgeting cycles, cost visibility initiatives, and executive-level reporting, while enhancing Apptio dashboards and IT cost

Qualifications

• Bachelor's degree in finance, accounting, information systems, data analytics, or related field.
• 8–12 years of 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).
• Excellent communication and presentation skills; ability to simplify complex financial data.

Responsibilities

• 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

Skills

Apptio

Cost transparency

Financial modeling

Excel

Data analytics

ERP systems

Cost accounting

Education

Bachelor's degree in finance or accounting

Tools

Apptio Suite

Anaplan

Oracle

SAP

Workday Adaptive Planning

Job description

New York Life Insurance Company is seeking a Corporate Vice President for Tech Data AI Ventures, Finance Business Partner, hybrid schedule with in-office Tue–Thu and work-from-home Mon & Fri. The role partners with finance, business, and tech stakeholders to advance FP&A, monthly results consolidation, planning, forecasting, and analytics.

The ideal candidate will lead budgeting cycles, cost visibility initiatives, and executive-level reporting, while enhancing Apptio dashboards and IT cost