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Senior Associate

2 months ago


New York, New York, United States New York Life Full time

About the Role:

We are seeking a highly skilled Investment Accounting Specialist to join our team at New York Life Insurance Company. As a key member of our finance team, you will play a critical role in ensuring the accuracy and compliance of financial reporting for our investment portfolios.

Key Responsibilities:

  • Prepare, analyze, and review financial reporting deliverables, including senior management reporting, investment committee reporting, statutory blue books, and statutory notes/disclosures.
  • Review and manage day-to-day responsibilities, perform self-review, and communicate status timely to managers.
  • Review financial reporting for internal and external clients, including regulatory requirements.
  • Take initiative to assist the team in all capacities, including assisting senior associates/managers in various projects or ad-hoc tasks and providing support to the offshore team.
  • Coordinate and liaise with shared services on the preparation and delivery of investment-related data.
  • Ensure SOX compliance, including developing, documenting, testing, and reviewing controls and procedures.
  • Assist in the implementation and maintenance of investment accounting policy in accordance with statutory standards/regulations.

Requirements:

  • Bachelor's degree in accounting or finance.
  • Minimum of 3-5 years of experience in accounting or finance.
  • Demonstrated ability to work independently and multi-task in a highly productive environment.
  • Strong oral and written communication skills.
  • Strong interpersonal and self-motivating skills.
  • Team-oriented, with awareness and desire to help.
  • Proficient in Microsoft Excel, Word, Access, and PowerPoint. SAP/Sharepoint (preferred).

About New York Life:

New York Life Insurance Company is a diversified, multi-dimensional business portfolio that goes beyond life insurance. We are committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We are proud to be recognized as one of Fortune's World's Most Admired Companies.

Our Benefits:

  • We provide a full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs.
  • We continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

Our Diversity Promise:

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture.