About The Position

New York Life’s Tech, Data, AI & Ventures (TDAV) Finance organization is seeking a Corporate Vice President to support strategic investment planning and Financial Planning & Analysis (FP&A) for technology and business partners across the enterprise. This role partners closely with Finance, Technology, and Business leaders to deliver cost transparency, financial insights, and scalable planning and reporting solutions that enable informed decision-making. The position plays a key role in budgeting, forecasting, financial reporting, and analytics, with a strong focus on technology cost management and optimization.

Requirements

  • Bachelor’s degree in Finance, Accounting, Information Systems, Data/Business Analytics, or a related field
  • At least 8–12 years of relevant experience in FP&A, technology finance, IT financial management, FinOps, or related roles
  • Experience supporting budgeting, forecasting, and financial reporting in a complex organization
  • Hands-on experience with Apptio (Cost Transparency, Planning, and/or Target Process preferred)
  • Strong understanding of IT service costing, cost allocation, and financial modeling
  • Advanced Excel and financial analysis skills; experience working with large, complex datasets
  • Experience with financial systems such as Anaplan, Oracle, SAP, Workday Adaptive, or similar tools
  • Excellent communication and presentation skills with the ability to translate complex financial information into clear insights
  • Proven ability to manage multiple priorities in a fast-paced, matrixed environment

Responsibilities

  • Partner with senior Finance, Technology, and Business leaders to support strategic investment and operating decisions
  • Lead and support annual budgeting, quarterly forecasting, and monthly financial reporting processes
  • Analyze financial performance, identify key trends and drivers, and deliver actionable insights
  • Consolidate and report financial results with a focus on accuracy, timeliness, and clarity
  • Provide executive-level reporting and presentations for senior leadership and CFO reviews
  • Support scenario analysis, cost optimization initiatives, and ad hoc financial analysis
  • Maintain and enhance financial models, tools, and dashboards to improve cost visibility
  • Support technology financial management capabilities, including Apptio-based cost transparency and reporting
  • Collaborate cross-functionally with Accounting, Strategy, Operations, HR, and other partners

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.
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