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About the Role

Coordinate day-to-day execution across process automation and reporting workstreams, partnering with the technical lead to keep builds on track and exceptions resolved. Own timeline tracking, stakeholder communication, and status reporting from workflow-level detail up through leadership and executive updates. Maintain a running log of risks, open items, and decisions across workstreams, ensuring dependencies and ownership stay visible. Consolidate and prepare testing evidence, documentation, and change-management artifacts ahead of go-live milestones. Maintain documentation and onboarding materials to support continuity across the program. Own recurring meeting cadence across workstreams, including agendas, follow-ups, and action item tracking.

Responsibilities

Coordinate day-to-day execution across CORE's process automation and reporting workstreams, partnering with the technical lead to keep builds on track and exceptions resolved.
Own timeline tracking, stakeholder communication, and status reporting from workflow-level detail up through CORE leadership and executive updates.
Maintain a running log of risks, open items, and decisions across workstreams, ensuring dependencies and ownership stay visible.
Consolidate and prepare testing evidence, documentation, and change-management artifacts ahead of go-live milestones.
Maintain documentation and onboarding materials to support continuity across the program.
Own recurring meeting cadence across CORE workstreams, including agendas, follow-ups, and action item tracking.

Requirements

Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related discipline required.
CPA, PMP, or other relevant professional certifications are a plus.
2-4 years of experience in program or project coordination within a finance, accounting operations, or transformation function.
Demonstrated success supporting process automation, technology rollout, or transformation initiatives; coordinating timelines, stakeholders, and deliverables rather than building the technical solution directly.
Exposure to journal entry, account reconciliation, audit readiness, change management documentation or managerial reporting processes is a plus.
Candidates should have experience operating within a mature corporate finance function supporting cross-functional stakeholders and multiple concurrent workstreams.

Skills

Strong proficiency with Microsoft 365, including Excel, SharePoint, Power Platform, Word, and PowerPoint.
Familiarity with workflow or automation tooling sufficient to coordinate with technical builders, not required to build solutions independently.
Comfort tracking and interpreting data and reporting outputs to support status reporting.

Location

New York, New York, United States

Work Type

Hybrid - 3 days per week

Experience Level

2-4 years of experience

Education Level

Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related discipline required.
CPA, PMP, or other relevant professional certifications are a plus.

Salary/Compensations

$81,000-$110,000

Benefits

Full package of benefits for employees
Unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.

About the Company

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.

Equal Opportunity

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.