Senior Associate - Tech Data AI Ventures, Finance Business Partner

New York Life•New York, NY

57d•$100,000 - $143,000•Hybrid

About The Position

The Finance Business Partnering team within New York Life’s Tech, Data, AI & Ventures (TDAV) Finance department is seeking a finance partner to work with finance, business, and technology stakeholders on strategic investment planning and Financial Planning & Analysis (FP&A). The role supports consolidation of monthly results, planning, forecasting, and ad hoc analysis, with the goal of improving cost visibility and enabling fact-based decision-making across IT and business functions. The position supports the Apptio application suite, data governance, reporting, and dashboarding across service owners and cost centers. It requires strong analytical and communication skills to understand, process, and deliver requests within applicable timeframes and in accordance with New York Life accounting policies and technical requirements. The position works independently and collaboratively across functions. The role is hybrid, with work in the New York office Tuesday through Thursday and remote work Monday and Friday. The position is exempt and eligible for a discretionary annual bonus. The stated salary range is $100,000–$143,000; actual base salary depends on factors including experience, skills, qualifications, and job location.

Requirements

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 such as ERP, CMDB, cloud billing, or project tracking tools.
Ability to work with large datasets across disparate sources, such as GL, HR, cloud, and on-premises IT.
Strong analytical skills and attention to detail.
Experience with financial systems such as Anaplan, Oracle, SAP, Workday Adaptive, or similar.
Excellent communication and presentation skills, including the ability to simplify complex financial data.
Proven ability to manage multiple priorities in a fast-paced environment.
Ability to work independently and as part of a cross-functional team.

Nice To Haves

Familiarity with cost allocations, CapEx versus OpEx distinctions, and SaaS or technology business models.
Experience working in matrixed or enterprise environments.

Responsibilities

Build strategic relationships with stakeholders in Finance and Business areas.
Lead or support annual budgeting, quarterly forecasts, and monthly financial reporting.
Analyze financial performance and business trends, developing insights and recommendations to drive performance.
Deliver budgeting, planning, forecasting, and reporting processes, interfacing regularly with business relationship managers and key financial contacts.
Provide value-added analytics to help management understand key drivers of financial information.
Partner with business units to understand operational drivers and align them with financial goals.
Prepare executive-level presentations, including CFO review materials and leadership reviews.
Maintain and improve financial models, tools, and reporting dashboards.
Support scenario planning, cost optimization initiatives, and ad hoc financial analysis.
Collaborate with Accounting, Strategy, Operations, and HR teams.
Build and enhance Apptio or Tableau dashboards communicating cost drivers, KPIs, and service consumption metrics.
Maintain data dictionaries, service catalogs, and IT cost transparency models used to deliver the Bill of IT.