Location Designation: Hybrid - 3 days per week
This position is a hybrid role - Tuesday - Thursday in the NY Office, Monday & Friday work from home.
Senior Associate (PF3) - Separate Accounts (FP&A)
What You'll Do:
• Review monthly and quarterly account reconciliations, journal entries, and trend analysis for investment and insurance activities related to the NYLIAC and NYL Separate Accounts, with a focus on accuracy, reasonableness, and key business drivers.
• Perform analytical review of monthly and quarterly investment and insurance activity, identifying trends, variances, and items requiring follow-up.
• Support the preparation and review of the annual Separate Account Statutory statements and other regulatory filings.
• Review Statutory accounting disclosures and footnotes, including supporting analysis and documentation.
• Review monthly and quarterly internal management reports and provide value-add analysis to support financial reporting and management decision-making.
• Participate in special projects and ad hoc requests, including process improvement, automation, reporting enhancements, and other value-add initiatives.
• Review work completed by offshore accounting staff and provide timely feedback to support accuracy, consistency, development, and continued process improvement.
What You'll Bring:
• Bachelor's degree in Accounting, Finance, or a related field with 3-5+ years of experience in investment accounting, financial reporting, accounting operations, or related finance functions.
• Knowledge of life insurance industry accounting, Statutory accounting principles, and/or insurance Separate Accounts is a plus.
• Understanding of financial controls, SOX/MARS requirements, and best practice review processes.
• Strong analytical skills with the ability to interpret financial results, identify trends and variances, and communicate key business drivers and insights.
• Proficiency in Microsoft 365 applications, including Excel, Word, and PowerPoint.
• Experience leveraging technology, automation, and AI-enabled tools to improve efficiency, enhance analysis, strengthen documentation, and support decision-making.
• Demonstrated ability to identify opportunities to streamline processes, reduce manual effort, improve controls, and enhance reporting effectiveness.
• Self-motivated professional with strong interpersonal skills, sound judgment, professionalism, and integrity.
• Adaptable, curious, and open to learning new tools, technologies, processes, and ways of working.
• Excellent organizational, multitasking, and prioritization skills.
• Knowledge of Analysis for Office, Wings, SAP, or similar financial reporting and accounting systems is a plus.
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Pay Transparency
Salary Range: $80,000-$105,000
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.
Job Requisition ID: 94620
