• New York Life
  • $139,870.00 -139,870.00/year*
  • New York, NY
  • Accounting
  • Full-Time
  • 21 Warren St

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A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It's a career journey you can be proud of, and you'll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses \"Be Good At Life.\" To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

New York Life s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations.

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

Role Overview

The Financial Reporting and Analysis Associate will prepare sales and financial reporting and analytics for the Agency Department's Product Consulting Group which consists of approximately 185 employees, with more than half operating remotely, and a combined budget of approximately $70 million.

Analysis and Reporting

* Assist in preparation of daily, monthly and annual sales reports for all sales teams.
* Work closely with all product areas in the development and expansion of business intelligence reporting capabilities.
* Perform analysis of sales results Nationally, Regionally and by Territory to identify trends that will help Sales Managers quickly address issues/potential issues impacting sales results.
* Analyze expenses to identify saving opportunities and trends that may impact budget estimates, make recommendations.
* Develop, implement and maintain field consultant travel budgets and reporting.

Compensation and Administration

* Assist in modeling consultant team sales incentive compensation to align with product team and sales initiatives.
* Assist in quarterly administration and analysis of wholesaler compensation.
* Develop and maintain compensation tracking/reporting tools.


* Bachelor s Degree (Finance/Accounting) preferred
* Minimum of 0-2 years of relevant experience.
* Ability to utilize Microsoft Office products, such as Excel, and demonstrate ability to apply finance acumen to model and solve for analytics and trends. Ability to work with pivot tables, filtering and multiple worksheet data sources a plus.
* Experience in Financial Modeling and Database Management and Reporting Experience with Business Objects/Webi/ Spotfire a plus.


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* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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