As a Policy Accountant, you'll ensure the accuracy of financial transactions, resolve accounting issues, produce reports, and support strategic projects to enhance financial stewardship.
Location Designation: Hybrid - 3 days per quarter
Join Corporate Finance where expertise meets strategic impact. Partner with diverse business units, providing financial insights and guiding sound decision-making. You'll work collaboratively to ensure data accuracy, implement robust controls and safeguard policy owners' interests. Become part of a team dedicated to financial stewardship, enabling business performance and paving the way for a secure future for generations to come.
We are seeking a Senior Representative to join the Policy Accounting team within Corporate Finance at New York Life. This role is critical to ensuring the accuracy and compliance of policy-related and financial transactions within the company's records. The position will investigate and resolve issues affecting both policy administration and the General Ledger, with an emphasis on maintaining strong quality controls and mitigating operational risk.
The ideal candidate will have a foundational knowledge of financial products, a broad understanding of how administrative systems impact downstream processes, and a passion for driving process improvements through cross-functional collaboration. This individual will also participate in strategic projects and initiatives, providing key insights and support.
What You'll Do:
• Ensure accuracy and timely updates of policy records in administrative systems.
• Investigate and resolve complex accounting issues; develop, document, and implement solutions.
• Analyze root causes for discrepancies in General Ledger balances and reconcile against policy activity.
• Produce management reports and assist in the development of new reporting tools under guidance from leadership.
• Monitor reconciliation trends and investigate significant variances.
• Participate in special projects, including new product launches and quarterly/year-end close processes.
Internal Expectations
• Understand and navigate Corporate General Ledger and Corporate Accounting systems.
• Reconcile financial accounts and explain balance changes in relation to field operations.
• Possess basic knowledge of accounting workflows and how they integrate with administrative systems.
• Collaborate across departments to assess process impact and identify improvement opportunities.
Preferred Requirements
• Strong oral and written communication skills.
• Proficient in reconciliation processes and variance analysis.
• Excellent organizational and analytical skills.
• Technical proficiency in Microsoft Office Suite (Word, Excel, Access).
• Ability to interpret internal/external business issues and recommend best practices.
• Collaborative problem-solving skills with an innovative, analytical mindset.
What You'll Bring
• Bachelor's degree preferred (preferably in Accounting, Finance, or a related field).
• Hands-on experience with administrative systems such as rPay and CyberLife, particularly in Fixed and Variable Annuities.
• Familiarity with SAP or equivalent Corporate Accounting systems.
• Proficiency in Microsoft Office applications (Excel, Word, Access).
Pay Transparency
Salary Range: $57,000-$81,500
Overtime eligible: Nonexempt
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.
#LI-MC1
#LI-MC
Job Requisition ID: 92762
Join Corporate Finance where expertise meets strategic impact. Partner with diverse business units, providing financial insights and guiding sound decision-making. You'll work collaboratively to ensure data accuracy, implement robust controls and safeguard policy owners' interests. Become part of a team dedicated to financial stewardship, enabling business performance and paving the way for a secure future for generations to come.
We are seeking a Senior Representative to join the Policy Accounting team within Corporate Finance at New York Life. This role is critical to ensuring the accuracy and compliance of policy-related and financial transactions within the company's records. The position will investigate and resolve issues affecting both policy administration and the General Ledger, with an emphasis on maintaining strong quality controls and mitigating operational risk.
The ideal candidate will have a foundational knowledge of financial products, a broad understanding of how administrative systems impact downstream processes, and a passion for driving process improvements through cross-functional collaboration. This individual will also participate in strategic projects and initiatives, providing key insights and support.
What You'll Do:
• Ensure accuracy and timely updates of policy records in administrative systems.
• Investigate and resolve complex accounting issues; develop, document, and implement solutions.
• Analyze root causes for discrepancies in General Ledger balances and reconcile against policy activity.
• Produce management reports and assist in the development of new reporting tools under guidance from leadership.
• Monitor reconciliation trends and investigate significant variances.
• Participate in special projects, including new product launches and quarterly/year-end close processes.
Internal Expectations
• Understand and navigate Corporate General Ledger and Corporate Accounting systems.
• Reconcile financial accounts and explain balance changes in relation to field operations.
• Possess basic knowledge of accounting workflows and how they integrate with administrative systems.
• Collaborate across departments to assess process impact and identify improvement opportunities.
Preferred Requirements
• Strong oral and written communication skills.
• Proficient in reconciliation processes and variance analysis.
• Excellent organizational and analytical skills.
• Technical proficiency in Microsoft Office Suite (Word, Excel, Access).
• Ability to interpret internal/external business issues and recommend best practices.
• Collaborative problem-solving skills with an innovative, analytical mindset.
What You'll Bring
• Bachelor's degree preferred (preferably in Accounting, Finance, or a related field).
• Hands-on experience with administrative systems such as rPay and CyberLife, particularly in Fixed and Variable Annuities.
• Familiarity with SAP or equivalent Corporate Accounting systems.
• Proficiency in Microsoft Office applications (Excel, Word, Access).
Pay Transparency
Salary Range: $57,000-$81,500
Overtime eligible: Nonexempt
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.
#LI-MC1
#LI-MC
Job Requisition ID: 92762
Top Skills
Cyberlife
Microsoft Office Suite
Rpay
SAP
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