Senior Associate, Expense Management

New York Life•New York, NY

21h•Hybrid

About The Position

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.

Requirements

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

Responsibilities

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