Senior Associate - Financial Planning & Analysis

 

Location Designation: Hybrid - 3 days per week

 

 

Role Overview:
The Financial Planning & Analysis team within the Strategic Capabilities Finance department is looking for a Senior Associate – Financial Planning & Analysis. This role focuses on partnering with finance, business, and technology stakeholders to maintain and enhance Strategic Investment planning, and Financial Planning & Analysis (FP&A) processes, which includes consolidation of monthly results, planning, forecasting, ad-hoc analysis.
The role aims to enhance cost visibility and enable fact-based decision-making across IT and business functions. The ideal candidate will support the Apptio suite of applications, data governance, reporting, and dashboarding needs across various service owners and cost centers. This position requires problem-solving skills, an analytical mindset, and the ability to identify automation opportunities and other process simplifications. The role also requires the ability to work independently and as part of a cross-functional team.

What You’ll Do:
• 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., Board 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.

 

What You’ll Bring:
• A bachelor's degree in finance, accounting, information systems, data/business analytics, or a related field.
• 4-8 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 (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).
• Strong analytical skills with attention to detail.
• Experience with financial systems such as Anaplan, Oracle, SAP, Workday Adaptive, or similar.
• Excellent communication and presentation skills; ability to simplify complex financial data.
• Proven ability to manage multiple priorities in a fast-paced environment.

Preferred Skills:
• Familiarity with cost allocations, CapEx vs. OpEx distinctions, and SaaS or technology business models.
• Experience working in matrixed or enterprise environments.

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Pay Transparency

Salary Range: $97,500-$139,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

 

Our 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site .

 

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation . We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of .

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Job Requisition ID: 92731