Job Description

Location Designation: Hybrid - 3 days per week

CVP, Finance Process Excellence Lead

New York, NY – Hybrid / Remote

Department: Finance Department

Location Designation – Hybrid – 3 days per week

As the first Lead of the Process Excellence and Knowledge Management Office within Finance, you will be systemically building out the function — defining what rigorous, sustainable process management looks like for a 1,200-person organization spanning core Finance (e.g., Controllers, Tax, FP&A, Capital Management), Risk Management, and Actuarial functions.

Finance's institutional knowledge spans methodologies, standards, policies, job aids, and operational practices across a complex, multi-function organization. As Finance modernizes and integrates AI and business intelligence tools into its operations, the quality, structure, and accessibility of that knowledge is a direct enabler of what those tools can deliver. You will own both the Business Process Management and Knowledge Management practices for Finance, as they both drive towards similar missions: ensuring that Finance’s processes and knowledge is documented, organized, and accessible to the people who need it today, and to the technology that will augment their work tomorrow.

Success in this role is measured by the maturity of the function built, the quality and adoption of Finance's process and knowledge assets, and the degree to which the function's findings drive measurable operational improvements.

What You'll Do:

Build and Lead the Process Excellence & Knowledge Management Office

• Define the process and knowledge management strategies and success metrics, with multi-year roadmaps
• Define and operationalize the PE&KM practice operating model, including taxonomies, governance standards, templates, and the accountability frameworks
• Hire, onboard, and develop the PE&KM team with a view toward the longer-term org design and resource plan needed to support Finance's process management ambitions
• Build credibility and adoption of process and knowledge management practices across Finance, in partnership with functional leaders and senior stakeholders
• Incorporate external benchmarks, industry best practices, and emerging trends in process and knowledge management into the function's operating model and strategic roadmap on an ongoing basis

Own the Process Diagnostic and Documentation Function

• Review and validate process diagnostic findings, exercising judgement on significance, root cause, and prioritization
• Surface process performance metrics, trends, and issues on a regular cadence to the senior leadership team
• Own the prioritized inventory of process improvement opportunities, sized by business impact, and ensure it reflects current diagnostic findings
• Maintain a current and organized inventory of Finance's process diagnostic findings, improvement opportunities, and documentation outputs
• Oversee the quality and consistency of process mapping and documentation produced by the BPM team, ensuring outputs meet established standards
• Ensure process documentation standards reflect relevant control points, risk ownership, and regulatory requirements across Finance processes

Engage and Advise Stakeholders

• Translate process diagnostic findings into clear, business-facing improvement recommendations
• Advise on process and knowledge management technology opportunities — including AI-powered capabilities such as intelligent search and automated tagging — through collaboration with internal and external partners
• Build trusted advisory relationships with Finance and business leaders
• Collaborate with Finance functional leaders to define how process and knowledge ownership responsibilities should be distributed across the organization over time
• Represent the functions perspective in Finance-wide decisions, including technology implementations, structural changes, and policy updates

Own the Knowledge Management Function

• Own Finance's knowledge asset repository and establish governance standards covering taxonomy, version control, and content lifecycle management across all knowledge asset types
• Establish the framework and prioritization criteria for capturing Finance's institutional knowledge, ensuring the most operationally critical content is converted into durable, reusable assets first
• Define and monitor KM effectiveness metrics and report on program impact and effectiveness to leadership
• Collaborate with functional leaders across Finance to champion a knowledge-sharing culture and shift norms toward shared institutional access
• Collaborate with internal partners to identify AI-powered KM capabilities, and ensure Finance's knowledge assets are structured to support integration

What You'll Bring:

• 7–12 years in business process management, or operational excellence with ownership of complex, cross-functional process improvement programs
• Background in management consulting or a similar environment requiring structured problem-solving, stakeholder influence, and delivery without direct authority is a meaningful asset
• People leadership, including developing and managing junior practitioners
• End-to-end process diagnostic and documentation experience: current-state mapping through opportunity identification and business communication
• Familiarity with AI and digital tools relevant to process and knowledge management and applications in a large enterprise
• Financial services industry experiences preferred
• Experience designing or leading a knowledge management program, including knowledge capture frameworks, taxonomy development, and repository governance preferred

Skills and Capabilities

• Expert-level BPM methodology proficiency applied pragmatically in large, complex organizations
• Rigorous analytical skills: process mapping, gap analysis, root cause identification, and opportunity sizing
• Strong facilitation and communication skills, including translating process findings into clear recommendations for senior audiences
• Ability to influence and build credibility in a matrixed environment without reliance on hierarchy
• Proficiency in process documentation tools and techniques (SIPOC, value stream mapping, swimlane mapping) and supporting technologies
• Comfort building structure and standards in an environment where neither previously existed
• Experience with team-building and org design in a new or growing function, including resource planning and developing junior talent
• Knowledge of information architecture principles including enabling both human access and AI-readiness of organizational knowledge assets a plus

Education

• Bachelor’s degree; Business, Finance, Engineering, or related field
• Lean Six Sigma, BPM, or PMP certification required

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Pay Transparency

Salary Range: $160,000-$210,000

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.

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.

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 hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site

Our Commitment to Inclusion
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

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Job Requisition ID: 93937