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 Will 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.
Why It Might Be a Fit
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.
Requirements
- 5-10 years of financial experience required
- Proficiency with Anaplan, Tableau, and experience with SAP
- FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
Benefits
- leave programs
- adoption assistance
- student loan repayment programs
To apply for this job please visit careers.newyorklife.com.

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