New York Life Insurance Company · 3 months ago
Senior Associate, Resource Planning and Forecasting
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $85K/yr
5+ years expNew York Life Insurance Company is dedicated to providing comprehensive insurance and absence management solutions. As a Senior Associate in Resource Planning and Forecasting, you will manage capacity plans, deliver analyses, and collaborate with various teams to improve operational performance and forecasting accuracy.
FinanceFinancial ServicesInsurance
Responsibilities
Develop, maintain, and adjust resource and capacity forecasts using scenario analysis to optimize staffing and resource allocation
Collaborate with Workforce Management, Operations, Finance, IT, HR, and other partners to align plans, share insights, and drive improvements in productivity and forecasting accuracy
Conduct schedule optimization and capacity analysis to identify opportunities for efficiency and improved resource utilization
Build and deliver comprehensive reporting and trend analysis on workload drivers, hiring needs, and performance metrics using tools such as Excel, Verint, Tableau, and BI applications
Lead training efforts for leaders on forecasting, strategic planning, and analytics processes, and contribute to system configuration and technological enhancements
Qualification
Required
Bachelor's degree preferred
5+ years of advanced proficiency in MS Excel and financial modeling
5-10 years of experience in resource planning, forecasting, and scheduling within claims or back-office environments
Strong analytical skills with the ability to interpret data, identify trends, and communicate insights effectively
Excellent interpersonal and written communication skills to engage with all business levels and influence change
Proactive, strategic thinker with strong problem-solving abilities and the capacity to work under urgency in dynamic environments
Experience with Verint Strategic Planner, Verint WFO, DPA, Speech, and Performance Management tools
Familiarity with workforce management optimization and business intelligence platforms such as Tableau and Sage
Ability to maintain confidentiality and handle sensitive information responsibly
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
New York Life Insurance Company
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Craig DeSanto
CEO
Don Vu
Senior Vice President, Chief Data & Analytics Officer
Recent News
2026-01-05
Insurance News in the United States
2025-12-13
EIN Presswire
2025-12-11
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