Senior Associate, Operations Analyst

Location Designation: Hybrid - 3 days per week 

 

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

 

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

 

You are our future, and we commit to investing in you accordingly.

 

Business Unit Overview:

Join Service Experience, the engine powering exceptional experiences for New York Life's clients, agents and beneficiaries. You'll play a vital role in creating seamless customer experiences that build confidence, trust and loyalty. Whether you’re directly supporting clients throughout their life insurance needs or implementing innovative digital solutions, your work impacts the quality of every interaction. 

 

Role Overview:
New York Life’s Communications Delivery team is seeking a detail-oriented, data-savvy Operations Analyst to join our dynamic and evolving team. This role sits within the Operations arm of the Communications Delivery Team and is essential to our mission of enhancing and modernizing the ways we connect with our customers across various channels, particularly focusing on digital channels. You'll be at the forefront, playing a pivotal role in creating and analyzing operational data and providing crucial support for project management and executive-level reporting. Additionally, you’ll be instrumental in developing methods to improve and standardize our reporting processes.

 

In addition, your responsibilities will extend to coordinating small projects within our Operations team. This could involve a diverse range of support tasks related to audit, compliance, governance, process engineering, vendor management, expense management, and special improvement initiatives.

 

We're searching for someone who possesses strong analytical and visualization skills to effectively communicate the impact of the team’s work. A high degree of curiosity to understand how and why things operate as they do is essential. Moreover, we need a strong collaborator—someone who can work seamlessly with others but also thrive independently. 
 
What You'll Do:

• Help develop, improve, and maintain dashboards and reporting using Tableau, Microsoft Excel, Smartsheet, and PowerPoint.
• Support the preparation of executive-level PowerPoint presentations, with a focus on clear data storytelling and visualizations.
• Assist in project management and coordination across multiple initiatives.
• Provide governance, compliance, and reporting support, ensuring data integrity and accountability across team efforts.
• Leverage AI tools and platforms (e.g., ChatGPT, Co-Pilot, Excel AI features, etc.) to enhance analysis, automate repetitive tasks, and support roadmap development.
• Work cross-functionally with teams executing digital communications to ensure alignment with strategic goals.
• Analyze operational data to identify trends, outliers, and insights that support strategic decision-making.
• With an eye on continuous improvement, ensure consistency & efficiency of all processes supporting the team.

 

What You'll Bring:

• Bachelor’s degree strongly preferred. Areas of study: Operations, data analysis, Financial, Business Administration, Information Technology or Computer Science
• 3-5 years of experience in operations, data analysis, or financial/expense reporting roles.
• Advanced proficiency in Microsoft Excel (formulas, pivot tables, lookups), PowerPoint, and Tableau.
• Strong analytical skills with the ability to interpret large datasets and translate findings into clear, actionable insights.
• Familiarity with project coordinatio