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Accounting Associate
Accounting Associate-March 2024
Leawood
Mar 28, 2026
About Accounting Associate

  Location Designation: [[cust_rolelocationdesignation]]

  When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

  This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

  Our employees take pride in being part of a company that is committed to doing the right thing for customers andimproving local communities through our culture of employee giving and volunteerism.

  When you join our team, you’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. Most of our employees enjoy a blend of both remote and in-office work flexibility.

  We invite you to bring your talents to New York Life! In our Leawood, Kansas office, we are seeking a highly talented and driven Accounting Associate to join our dynamic, high-performing team focused on reconciling, analyzing, and managing the financial inflows and outflows with an industry leading business unit, Institutional Life (IL). IL offers sophisticated life insurance products in the Bank Owned Life Insurance (BOLI), Corporate Owned Life Insurance (COLI) and Corporate Sponsored markets.

  This role is on the Case Management Accounting team which is responsible for the oversight and certification of daily, monthly, and annual account reconciliations and reporting activities. As an Accounting Associate you should be a highly organized, detail-oriented problem solver that has a track record of working collaboratively with cross-functional teams.

  This position requires the ability to think independently and exercise initiative within a structured environment. It is an excellent opportunity for a highly competent, driven, intellectually curious, “team-first” professional to join an organization that values teamwork, service to community, and a client-first approach to business.

  Primary Responsibilities include:

  Daily, Weekly, Monthly, Annual Sales Reconciliation and Reporting

  Research, review and ensure accuracy of policy level accounting

  Lead in determining cause for differences and solutions in daily accounting reconciliations.

  Review test output of accounting for new products or functionality.

  Support Case Management and Systems Teams on policy accounting review.

  Develop and manage reoccurring (daily, weekly, monthly, quarterly & annual) and ad hoc reporting requirements.

  Month, Quarter and Year End Close

  General Ledger Journal Entries

  Policy level reporting to support Finance

  Research and answer questions for different areas within Finance

  Support internal and external audits for accounting team

  Tax reporting reconciliations and yearend tax data files

  Fund fee billings

  Additional duties to provide backup and support for daily reconciliation functions include:

  Balancing of Accounts, to include General Ledgers, Suspense accounts, Premium accounting, and Investment Separate Accounts

  Commission and asset-based service fee accounting

  Reconciling trade activity at unit and account levels

  Auditing of disbursement payments (commissions, surrenders, death claims, withdrawals, loans, refunds)

  Development and management of business projections and reports:

  Separate account projections & wire transfer requests

  General and separate account transactions and trend analysis

  Job Requirements:

  Bachelor’s degree in accounting or equivalent experience is required

  Insurance and policy accounting experience a plus

  Have or be willing to acquire (within 1 year of hire) Series 6

  Advanced Excel skills

  Intellectual curiosity

  Ability to multi-task, attention to detail, and organizational skills

  Ability to work independently, with ability to prioritize and be a team player

  Ability to use knowledge of best practices to improve processes and procedures.

  Ability to work effectively and act as a resource with various levels of management, systems analysts, systems vendors, Corporate Finance and auditors

  This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

  #LI-JS1

  Salary range: [[cust_salaryRangePosting]]

  Overtime eligible: [[customString6]]

  Discretionary bonus eligible: [[cust_merit]]

  Sales bonus eligible: [[stockPackage]]

  Click here to learn more about ourbenefits (https://www.newyorklife.com/careers/corporate/benefits) . Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

  Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

  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 (http://www.newyorklife.com/foundation) . We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visitLinkedIn (http://www.linkedin.com/company/newyorklife/) , ourNewsroom (http://www.newyorklife.com/newsroom/) and theCareers (http://www.newyorklife.com/about/careers/) page of www.NewYorkLife.com .

  Job Requisition ID: [[id]]

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