New York Life Insurance Company
Senior Forecasting & Planning Strategist
Remote, any
Jan 28, 2025
Full Job Description

Job Requisition ID:91389

Location Designation:Fully Remote

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.

What You'll Do:


* Owns resource/capacity plans covering short & long-term forecasting to drive adequate requirements, lower expenses, and improved business decisioning and processes.
* Manages and delivers capacity analysis, insights, and recommendations to improve planning process and influence partners on achievement of budget.
* Creates, maintains, and adjusts forecast plans to ensure optimal resource requirements and allocations via "what if" scenarios and collaborates with partners on multiple scenario observations and results.
* Identifies opportunities for improvement of resource utilization and provides input on performance.
* Provides solution-based strategic thinking to enable the GBS businesses to operate as lean as possible without sacrificing quality, risking poor results, or negatively disrupting employee morale/retention.
* Works w/WFM Optimization, Ops Leaders, Service Insights, BI Analyst, Training, IT, HR, Finance, CI, and others to align on plans, changes, provide updates and observations, leverage needs, and report out on trends, productivity/performance enhancements, and continually improve accuracy of forecasts and models.
* Works with Finance and business partners to align on changes, obtain drivers of workload, and inputs.
* Conducts schedule optimization in accordance with established guidelines, working with the WFM Optimization team and personnel to drive staffing efficiencies.
* Participates, facilitates, and contributes to regularly scheduled meetings, builds rapport and relationships with peers, partners, and various levels of the business.
* Helps train leaders on core processes of job (i.e., forecasting, Strategic Planning, analytics, etc.).
* Coordinates with IT and WFM Administrators on system configurations, rules, allotments, goals, and business assumptions.
* Contributes to technological advancements, testing, and implementations, as necessary.
* Builds, manages, and delivers reporting and insights on intraday up to two-year basis to partners as required to provide visibility into drivers of workloads, hiring needs, etc.
* Conducts regular analysis trending via Excel, Verint, Tableau, BI, Sage, & other applications.
* Ad hoc duties, projects, and initiatives, as necessary.

What you'll bring:


* Bachelor's Degree preferred.
* 5+ years of high proficiency in MS Excel or Financial modeling.
* 5-10 years working in a claim or back-office environment conducting resource planning, forecasting, and scheduling.
* Experience with Verint Strategic Planner and Verint WFO, DPA, Speech, and Performance Management a plus.
* Initiative-taker and strategic, creative thinker with the ability to solve complex issues.
* Strong interpersonal and written skills; able to talk to all levels of the business to obtain information critical to building accurate workload projections, building rapport, and influencing change.
* Strong analytical skills with ability to provide insights and tell the story of data, drivers, variances to plans, and trends.
* Must be able to work with a high sense of urgency in an ever-changing environment.
* Ability to maintain confidentiality.

It is recommended that all qualified candidates apply to this posting as soon as possible. Residents of Colorado are hereby notified that the deadline to apply is one week from the Posting Date listed above.

#LI-KH1
#LI-REMOTE

Pay Transparency

Salary range:$59,400-$80,000

Overtime eligible:Exempt

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.

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

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 here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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 theFoundation.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.

Job Requisition ID:91389

PDN-9e12c478-c792-4b0d-a938-226d75e8f64b
Job Information
Job Category:
Accounting
Spotlight Employer
Related jobs
CLINICAL ASSISTANT/ASSOCIATE PROFESSOR OF EXECUTIVE COACHING AND ORGANIZATIONAL CONSULTING Division of Programs in Business NYU School of Professional Studies The NYU School of Professional Studies in...
Jan 29, 2025
New York City, NY
Assistant Professor (Designer: Lighting, Sound, Special Effects, Projections) (Pos 85088)
University of Hawaii at Mnoa, Department of Theatre and Dance
Description Title: Assistant Professor (Designer: Lighting, Sound, Special Effects, Projections) Position Number: 85088 Hiring Unit: College of Arts, Languages & Letters, Department of Theatre & Dance...
Jan 29, 2025
Honolulu, HI
The College of Science and Mathematics seeks visionary applicants for the Department Head of Applied Mathematics and Physics position, a fiscal (12-month) administrative faculty-ranked position beginn...
Jan 29, 2025
Valdosta, GA
©2025 TalentAlly.
Powered by TalentAlly.
Apply for this job
Senior Forecasting & Planning Strategist
New York Life Insurance Company
Remote, any
Jan 28, 2025
Your Information
First Name *
Last Name *
Email Address *
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy.
Continue to Apply

New York Life Insurance Company would like you to finish the application on their website.

Supercharge Your Resume with AI

Boost your resume with AI-driven enhancements. The tool analyzes and refines your content, highlighting your strengths and tailoring it for maximum impact. Get personalized suggestions and apply improvements instantly to stand out in the job market.