Financial Reporting Senior Specialist

2 weeks ago

New York, New York, United States New York Life Full time
Location Designation: Hybrid - 3 days per week

This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.

Join the Corporate Finance team where expertise aligns with strategic influence. Collaborate with various business units, delivering financial insights that drive informed decision-making. You will work in tandem to ensure data integrity, establish strong controls, and protect the interests of policy owners. Become part of a team committed to financial stewardship, enhancing business performance, and securing a prosperous future for generations ahead.

Role Overview:

The Investment Accounting & Reporting division is tasked with the coordination of reporting and analysis of investment outcomes. This role encompasses a variety of responsibilities, including the reporting of investments within NY Life's portfolios on a statutory basis, financial performance analysis, and the application of investment accounting policies. The position ensures that all pertinent reporting is accurate and adheres to both internal and external accounting standards and regulations. Additionally, the role provides financial analysis that elucidates and supports the reported outcomes.

What You'll Do:
  • Prepare, analyze, and review financial reporting outputs for NY Life's Investment portfolio, including reports for Senior Management, Investment Committees, Statutory Blue Books, and Statutory Notes/Disclosures.
  • Oversee daily responsibilities, conduct self-reviews, and communicate progress effectively to management.
  • Review financial reports for internal stakeholders (Controller, CFO, Business Units, and Investment Committee) and external clients (Regulatory).
  • Proactively assist the team in various capacities, including supporting senior associates/managers with projects or ad-hoc tasks and providing assistance to offshore teams.
  • Coordinate with shared services for the preparation and delivery of investment-related data.
  • Ensure compliance with SOX by developing, documenting, testing, and reviewing controls and procedures.
  • Support the implementation and maintenance of Investment Accounting Policies in line with statutory standards and regulations.
What You'll Bring:

A Bachelor's Degree in Accounting or Finance
  • A minimum of 3-5 years of experience in accounting or finance.
  • Proven ability to work independently and manage multiple tasks in a high-output environment.
  • Excellent oral and written communication skills.
  • Strong interpersonal skills and self-motivation.
  • Team-oriented mindset with a willingness to assist others. Ability to thrive in a fast-paced environment and adapt priorities as needed.
  • Proficiency in Microsoft Excel, Word, Access, and PowerPoint. Familiarity with SAP/Sharepoint is preferred.
Pay Transparency

Salary Range: $77,500-$132,500

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on various factors including experience, skills, qualifications, and job location. Employees may also be eligible for an annual discretionary bonus and participation in an incentive program.

Our Benefits

We offer a comprehensive benefits package for employees, including unique offerings for a modern workforce, such as leave programs, adoption assistance, and student loan repayment programs. We continuously refine and expand our benefits based on employee feedback to support your well-being both inside and outside of work.

Our Diversity Promise

We are committed to fostering a diverse workforce, advocating for the financial security and success of individuals in every community. Diversity, equity, and inclusion (DEI) are core principles embedded in our brand and culture.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is dedicated to enhancing local communities through a culture of employee giving and volunteerism, supported by our Foundation. As a mutual company, we operate in the best interests of our policy owners. To explore career opportunities at New York Life, please visit our Careers page.

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