Corporate Vice President, Field Financial Operations

New York Life•New York, NY

7d•$119,000 - $170,000•Remote

About The Position

The Corporate Vice President, Field Financial Operations supports the Field Operations team as a key resource and liaison for Zone Points of Contact, providing guidance and coordination on budgeting and lease activities. The role oversees General Office and Zone budgeting, assists with Agency Meetings budgets, responds to inquiries and resolves issues, coordinates with internal and external business partners, monitors key deliverables and deadlines, and provides reporting and analysis to support decision-making and timely completion of Field Operations initiatives. The position oversees General Office Occupancy budgeting and lease administration, including reviewing landlord ledgers, SNDAs, and Tenant Estoppel Certificates; working with Zones, Jones Lang LaSalle, Real Estate, and OGC on lease activity; participating in bi-weekly lease-status calls; overseeing monthly rent and operating-expense payments and analysis; reviewing Zone rent projections; and keeping lease documentation current in the One View Leasing Admin system. It also oversees General Office and Zone budgets, supports Zone reviews of specified expense and record-keeping processes, and helps develop remediation plans when needed. The role assists Corporate Events with budgets for Council and Partner Meetings, verifies meeting charges, tracks spending against budgets, supports ad hoc projects, and communicates with Agency Home Office and Field management, New York Life personnel, vendors, and consultants. FINRA pre-hire fingerprinting is required for this role.

Requirements

5–10 years of financial experience.
Strong financial and analytical skills.
Excellent oral and written communication skills.
Proficiency with Anaplan and Tableau, and experience with SAP.
Comfort working with all levels of Agency and Field Experience management in the Home Office and field, as well as with other departments.
Ability to develop close working relationships across divisions and departments.
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting is required.

Responsibilities

Serve as a key resource and liaison for Zone Points of Contact, providing guidance and coordination on budgeting and lease activities.
Oversee the General Office Occupancy budgeting process, including reviewing landlord ledgers, SNDAs, and Tenant Estoppel Certificates.
Partner with Zones, Jones Lang LaSalle, Real Estate, and OGC on lease activity and participate in bi-weekly lease-status calls.
Oversee monthly rent and operating-expense payments and analysis, review Zone rent projections, and monitor the One View Leasing Admin system to keep lease documentation current.
Oversee General Office and Zone budgets, working with Zones to build budgets and ensure monthly expenses track in line with budget.
Assist with Zone reviews of processes and record keeping for travel expense reimbursements, p-card purchases, Discretionary Account spending, and the lease process; report issues and work with the team on remediation plans as needed.
Assist Corporate Events with budgets for Council and Partner Meetings, ensure meeting charges are accurate, and track charges against budgets.
Support ad hoc projects as needed.
Respond to inquiries, resolve issues, coordinate with internal and external business partners, and monitor deliverables and deadlines.
Provide ongoing reporting and analysis to support decision-making and timely completion of Field Operations initiatives.
Communicate with Agency Home Office and Field management, New York Life personnel at all levels, vendors, and consultants.