Oversee field and general office budgeting, occupancy and lease financial activities, rent and expense analysis, agency meeting budgets, and financial reporting. Partner with field teams, real estate, legal, vendors, and consultants to monitor spending, maintain lease records, resolve issues, and support decision-making. Coordinate deliverables, review financial processes, and develop remediation plans while supporting ad hoc initiatives.
Job Requisition ID: 94895
Location Designation: Fully Remote
Role Overview:
Support the Field Operations team by serving as a key resource and liaison for Zone Points of Contact, providing guidance and coordination on budgeting and lease activities. Oversee the General Office and Zone budgeting process, assist with the Agency Meetings budget, respond to inquiries and resolve issues, coordinate with internal and external business partners, monitor key deliverables and deadlines, and provide ongoing reporting and analysis to support effective decision-making and ensure timely completion of Field Operations initiatives.
What You'll Do:
• Oversee the General Office Occupancy budgeting process, including review landlord ledgers, SNDA's and Tenant Estoppel Certificates; partner with the Zones, Jones Lang LaSalle, Real Estate, and OGC on lease activity; participate in bi-weekly lease-status calls; oversee monthly rent and operating expense payments and analysis; review Zone rent projections; and monitor the One View Leasing Admin system to ensure lease documentation remains current.
• Oversee the General Office and Zone budgets, working closely with the Zones to build budgets and ensure monthly expenses track in line with budget. Assist with Zone Reviews of processes and record keeping related to travel expense reimbursements, p-card purchases, Discretionary Account spending, and the lease process; report issues and work with the team to develop remediation plans as needed.
• Assist with Agency Meetings budgets by partnering with Corporate Events to build budgets for Council and Partner Meetings, ensuring the accuracy of meeting charges and tracking to budgets.
• Support ad-hoc projects as needed.
• Communicate directly with Agency Home Office and Field management, New York Life personnel at all levels, vendors, & consultants.
What You'll Bring:
• Strong financial and analytical skills.
• Excellent oral and written communication skills.
• Proficiency with Anaplan, Tableau, and experience with SAP.
• 5-10 years of financial experience required.
• Comfort working with all levels of Agency and Field Experience management in the Home Office and field, as well as other departments.
• Ability to develop close working relationships across divisions and departments.
#LI - EM1
#LI - REMOTE
Job Level: LEVELPF5
Pay Transparency
Salary Range: $119,000-$170,000
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.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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.
Job Requisition ID: 94895
Location Designation: Fully Remote
Role Overview:
Support the Field Operations team by serving as a key resource and liaison for Zone Points of Contact, providing guidance and coordination on budgeting and lease activities. Oversee the General Office and Zone budgeting process, assist with the Agency Meetings budget, respond to inquiries and resolve issues, coordinate with internal and external business partners, monitor key deliverables and deadlines, and provide ongoing reporting and analysis to support effective decision-making and ensure timely completion of Field Operations initiatives.
What You'll Do:
• Oversee the General Office Occupancy budgeting process, including review landlord ledgers, SNDA's and Tenant Estoppel Certificates; partner with the Zones, Jones Lang LaSalle, Real Estate, and OGC on lease activity; participate in bi-weekly lease-status calls; oversee monthly rent and operating expense payments and analysis; review Zone rent projections; and monitor the One View Leasing Admin system to ensure lease documentation remains current.
• Oversee the General Office and Zone budgets, working closely with the Zones to build budgets and ensure monthly expenses track in line with budget. Assist with Zone Reviews of processes and record keeping related to travel expense reimbursements, p-card purchases, Discretionary Account spending, and the lease process; report issues and work with the team to develop remediation plans as needed.
• Assist with Agency Meetings budgets by partnering with Corporate Events to build budgets for Council and Partner Meetings, ensuring the accuracy of meeting charges and tracking to budgets.
• Support ad-hoc projects as needed.
• Communicate directly with Agency Home Office and Field management, New York Life personnel at all levels, vendors, & consultants.
What You'll Bring:
• Strong financial and analytical skills.
• Excellent oral and written communication skills.
• Proficiency with Anaplan, Tableau, and experience with SAP.
• 5-10 years of financial experience required.
• Comfort working with all levels of Agency and Field Experience management in the Home Office and field, as well as other departments.
• Ability to develop close working relationships across divisions and departments.
#LI - EM1
#LI - REMOTE
Job Level: LEVELPF5
Pay Transparency
Salary Range: $119,000-$170,000
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.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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.
Job Requisition ID: 94895
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