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The Role
Support statutory financial reporting for six insurance legal entities, compile NAIC statements and audited financials, manage regulator inquiries, oversee offshore production, perform variance analysis, and lead process improvement by adopting generative AI, automation, and analytics to modernize reporting and strengthen controls.
Summary Generated by Built In
Location Designation: Hybrid - 3 days per week
Corporate Controllers Accounting Operations and Reporting - Associate (PF2)
Role Overview:
The position will be a member of the Accounting and Controllership - Statutory Accounting and Reporting Division and will play a key role in supporting statutory financial reporting and regulatory compliance for all Insurance Legal Entities (6 total), with a strong focus on operational excellence, process optimization, data governance, and the adoption of Generative AI and intelligent automation capabilities. This role will partner across Accounting, Finance, Compliance, Technology, and external service providers to enhance reporting efficiency, strengthen controls, modernize workflows, and support strategic transformation initiatives within the statutory reporting environment.
What You'll Do:
• Assist in the coordination and compilation of the annual and quarterly NAIC statements over 6 insurance legal entities
• Assist in the coordination and compilation of the annual Financial Statement Auditeds over 6 insurance legal entities
• Assist in ensuring new NAIC and State regulatory reporting requirements are met
• Work directly with State Regulators in adherence to financial reporting requirements and financial variance inquires
• Manage offshore areas performance over production of key Statutory Annual/Quarterly statements schedules
• Create and own variance analysis over key Statutory Annual/Quarterly statements schedules
Process Improvement & Transformation Responsibilities
• Identify, design, and implement process improvement initiatives focused on automation, standardization, efficiency gains, and reduction of manual reporting activities.
• Leverage Generative AI tools (e.g., Microsoft Copilot, ChatGPT, Claude) to streamline documentation, reporting workflows, reconciliations, regulatory research, variance analysis, and operational processes.
• Evaluate opportunities to incorporate AI-enabled solutions, workflow automation, and advanced analytics into statutory accounting and reporting processes.
• Develop and maintain process documentation, standard operating procedures, and knowledge repositories to improve scalability and operational resiliency.
• Partner with technology and transformation teams to support digital finance initiatives, reporting modernization, and intelligent automation strategies.
• Utilize data analytics and visualization tools to enhance reporting insights, operational monitoring, and management reporting capabilities.
• Support continuous improvement initiatives to improve control effectiveness and reporting cycle efficiency.
• Assist in identifying emerging regulatory, technology, and industry trends impacting statutory accounting, controllership, and financial reporting functions.
What You'll Bring:
• Bachelor's Degree in Accounting, Finance, or related field
• 1-4 years of accounting, financial reporting, controllership, audit, or regulatory reporting experience
• Strong financial statement analysis and problem-solving skills
• Working knowledge of Statutory Accounting Principles (SSAP) preferred
• Experience working with General Ledger systems (SAP preferred) and financial reporting platforms
• Strong proficiency in Microsoft Excel, PowerPoint, Word, and Workiva Wdesk
• Experience using Generative AI platforms (e.g., ChatGPT, Microsoft Copilot, Claude) and applying them to accounting, reporting, process automation, and operational efficiency initiatives
• Familiarity with automation, data analytics, workflow optimization, or business intelligence tools (e.g., Power BI, Tableau) preferred
• Continuous Improvement and innovation mindset with demonstrated ability to identify and implement process enhancements
• Strong organizational, communication, and stakeholder management skills
• Ability to manage multiple priorities in a fast-paced regulatory reporting environment
• Strong attention to detail with focus on governance, controls and accuracy.
#LI-VL1
#LI-HYBRID
Pay Transparency
Salary Range: $65,000-$92,500
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.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
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. Click here to learn more about New York Life's leadership in this space.
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 volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 94219
#BI-Hybrid
Corporate Controllers Accounting Operations and Reporting - Associate (PF2)
Role Overview:
The position will be a member of the Accounting and Controllership - Statutory Accounting and Reporting Division and will play a key role in supporting statutory financial reporting and regulatory compliance for all Insurance Legal Entities (6 total), with a strong focus on operational excellence, process optimization, data governance, and the adoption of Generative AI and intelligent automation capabilities. This role will partner across Accounting, Finance, Compliance, Technology, and external service providers to enhance reporting efficiency, strengthen controls, modernize workflows, and support strategic transformation initiatives within the statutory reporting environment.
What You'll Do:
• Assist in the coordination and compilation of the annual and quarterly NAIC statements over 6 insurance legal entities
• Assist in the coordination and compilation of the annual Financial Statement Auditeds over 6 insurance legal entities
• Assist in ensuring new NAIC and State regulatory reporting requirements are met
• Work directly with State Regulators in adherence to financial reporting requirements and financial variance inquires
• Manage offshore areas performance over production of key Statutory Annual/Quarterly statements schedules
• Create and own variance analysis over key Statutory Annual/Quarterly statements schedules
Process Improvement & Transformation Responsibilities
• Identify, design, and implement process improvement initiatives focused on automation, standardization, efficiency gains, and reduction of manual reporting activities.
• Leverage Generative AI tools (e.g., Microsoft Copilot, ChatGPT, Claude) to streamline documentation, reporting workflows, reconciliations, regulatory research, variance analysis, and operational processes.
• Evaluate opportunities to incorporate AI-enabled solutions, workflow automation, and advanced analytics into statutory accounting and reporting processes.
• Develop and maintain process documentation, standard operating procedures, and knowledge repositories to improve scalability and operational resiliency.
• Partner with technology and transformation teams to support digital finance initiatives, reporting modernization, and intelligent automation strategies.
• Utilize data analytics and visualization tools to enhance reporting insights, operational monitoring, and management reporting capabilities.
• Support continuous improvement initiatives to improve control effectiveness and reporting cycle efficiency.
• Assist in identifying emerging regulatory, technology, and industry trends impacting statutory accounting, controllership, and financial reporting functions.
What You'll Bring:
• Bachelor's Degree in Accounting, Finance, or related field
• 1-4 years of accounting, financial reporting, controllership, audit, or regulatory reporting experience
• Strong financial statement analysis and problem-solving skills
• Working knowledge of Statutory Accounting Principles (SSAP) preferred
• Experience working with General Ledger systems (SAP preferred) and financial reporting platforms
• Strong proficiency in Microsoft Excel, PowerPoint, Word, and Workiva Wdesk
• Experience using Generative AI platforms (e.g., ChatGPT, Microsoft Copilot, Claude) and applying them to accounting, reporting, process automation, and operational efficiency initiatives
• Familiarity with automation, data analytics, workflow optimization, or business intelligence tools (e.g., Power BI, Tableau) preferred
• Continuous Improvement and innovation mindset with demonstrated ability to identify and implement process enhancements
• Strong organizational, communication, and stakeholder management skills
• Ability to manage multiple priorities in a fast-paced regulatory reporting environment
• Strong attention to detail with focus on governance, controls and accuracy.
#LI-VL1
#LI-HYBRID
Pay Transparency
Salary Range: $65,000-$92,500
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.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
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. Click here to learn more about New York Life's leadership in this space.
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 volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 94219
#BI-Hybrid
Skills Required
- Bachelor's Degree in Accounting, Finance, or related field
- 1-4 years of accounting, financial reporting, controllership, audit, or regulatory reporting experience
- Strong financial statement analysis and problem-solving skills
- Working knowledge of Statutory Accounting Principles (SSAP)
- Experience with General Ledger systems (SAP preferred) and financial reporting platforms
- Strong proficiency in Microsoft Excel, PowerPoint, and Word
- Experience with Workiva Wdesk
- Experience using Generative AI platforms (e.g., ChatGPT, Microsoft Copilot, Claude) applied to accounting/reporting
- Familiarity with data analytics and visualization or BI tools (e.g., Power BI, Tableau)
- Continuous improvement and process automation mindset
- Strong organizational, communication, and stakeholder management skills
- Strong attention to detail with focus on governance, controls, and accuracy
What the Team is Saying
Tyrone
Corporate Vice President, Employee Experience
Emma
Director, Tech, Data, AI, Ventures (TDAV)
Deepa
Chief Information Officer
Patricia
Corporate Vice President, Enterprise Technology Services
Joel
Senior Vice President, Founder & Head of New York Life Ventures
Nishit
Corporate Vice President, AI & Data Architect
New York Life Insurance Company Compensation & Benefits Highlights
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Retirement Support — The package includes a 401(k) with company match alongside a defined‑benefit pension for many eligible roles, with contributions and the match vested from day one. That increasingly rare combination strengthens long‑term financial security.
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Parental & Family Support — Paid New Parent leave was doubled to eight weeks for all parents, with birthing parents typically reaching up to about fourteen paid weeks when combined with short‑term disability. The offering also highlights fertility support, adoption assistance, and subsidized backup childcare.
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Healthcare Strength — Medical, dental, and vision coverage are paired with spending accounts, life and disability insurance, and an EAP, with some plans including a company‑funded HRA and wellness incentives. Additional resources such as virtual care and digital physical therapy are noted.
New York Life Insurance Company Insights
What's It Like to Work at New York Life Insurance Company?
New York Life Insurance Company Culture & Values
New York Life Insurance Company Career Growth & Development
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New York Life Insurance Company Leadership & Management
New York Life Insurance Company Company Growth, Stability & Outlook
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The Company
What We Do
At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.
Why Work With Us
New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.
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About our Teams
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
Not Specified
