Senior Associate - Life & Disability Controllers

About the role

The mission of the Life and Disability Controllers team of the Corporate Controllers Department is to partner with our stakeholders by understanding their needs to ultimately provide a service that is superb, timely and valuable, while simultaneously expanding and improving our service capabilities. Life & Disability Controllers works closely with a variety of stakeholders in New York Life Insurance Company’s insurance lines of business (including our Mexican subsidiary Seguros Monterrey New York Life) and other corporate areas to ensure the integrity of New York Life general ledgers, deliver timely and accurate financial reporting and drive continuous improvement in our processes.

Responsibilities

• Financial Ownership & Control
  • Own end-to-end financial oversight of assigned insurance and reinsurance portfolios, ensuring accuracy, completeness, and integrity of financial results
  • Lead the accounting, reporting, and control framework for direct business and assumed and ceded reinsurance arrangements, including validation of premiums, claims, and reserves
  • Ensure adherence to MAR/SOX requirements, including control design, documentation, and execution
  • Partner with internal and external auditors to support financial statement audits and regulatory compliance
• Business Partnership & Financial Insights
  • Deliver actionable insights on product performance, earnings drivers, and capital impacts to inform business and finance leadership decisions
  • Collaborate with business unit finance, actuarial, and product teams to evaluate new products and enhancements, translating complex insurance activity into clear financial implications
  • Support development of key performance indicators and enhance analytical frameworks to improve financial storytelling
• Transformation & Process Innovation
  • Lead and support initiatives to transform accounting and reporting processes through automation, AI tools, and advanced analytics
  • Identify and implement opportunities to improve efficiency, reduce close cycle times, and enhance data quality
  • Contribute to broader Finance transformation efforts, including data strategy, system implementations, and process standardization
• Technical Accounting & Regulatory Excellence
  • Partner with Accounting Policy to evaluate and document technical accounting positions related to insurance and reinsurance transactions
  • Support preparation of statutory financial statements, including Blue Book schedules and audited footnotes
  • Maintain strong knowledge of statutory accounting principles and emerging regulatory developments

Requirements

• A Bachelor’s degree in Accounting or Finance (a master’s degree and/or a CPA license is desirable but not required)
• 5-7+ years of experience in insurance, reinsurance or public accounting
• Strong understanding of statutory accounting principles, financial reporting and internal controls
• Demonstrated ability to analyze complex financial data and translate results into actionable insights
• Experience working across functions and influencing stakeholders in a matrixed environment
• Proficiency in Excel and experience with financial systems and analytical tools (e.g., SAP, AFO, Wdesk, Tableau, SQL)
• Experience leveraging automation, AI, or data tools in financial processes is strongly preferred

Qualifications

• Self-motivated, intellectually curious, and able to operate effectively in a dynamic, evolving environment

Skills

• Strong analytical and problem-solving skills
• Excellent communication and collaboration abilities
• Ability to manage multiple projects and priorities
• Knowledge of insurance and reinsurance accounting principles
• Experience with financial systems and analytical tools
• Experience with automation, AI, or data tools

Benefits

Pay Transparency
Salary Range: $100,000-$143,000
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.

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.

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.