Lead Financial Analyst

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Insurance, Retirement ServicesIndustries

Requirements

Candidates must possess an undergraduate degree in finance or accounting, with an MBA, CPA, or CFA being a plus. A minimum of 5 years of experience in financial reporting, analysis, accounting, or finance is required. Proficiency in Excel, PowerPoint, OAC, Tableau, and Power BI at an advanced to expert level is necessary, and knowledge of Oracle is considered a plus. Strong verbal and written communication skills are also essential.

Responsibilities

The Lead Financial Analyst will be responsible for completing assigned financial and management reporting responsibilities accurately and on time. This includes producing, designing, and developing financial reporting packages, communicating updates to senior leadership, and conducting complex financial analysis projects. The role involves completing quarterly forecast reporting and analysis for the Retirement business, developing and delivering analysis of business metrics and financial data with variance explanations, and assisting with standard and ad-hoc financial reporting activities. Additionally, the analyst will develop reporting that conveys financial insights, provide financial analysis to support business decisions, maintain internal controls and standard work documentation, and build relationships with internal customers to exceed expectations.

Skills

Financial Analysis

Management Reporting

Data Reconciliation

Forecasting

Financial Modeling

Retirement Products

Asset Management

Financial Planning

Business Acumen

Voya Financial

Provides financial services and retirement solutions

About Voya Financial

Voya Financial offers a range of financial services, including retirement plans, investment management, and insurance products, to help individuals and businesses achieve financial wellness. Their services cater to individuals seeking retirement planning, employers looking to enhance employee benefits, and institutions needing tailored investment management. Voya stands out from competitors through its commitment to inclusiveness and corporate responsibility, which helps attract clients and talent. The company's goal is to build long-term relationships with clients, ensuring they achieve financial confidence and a fulfilling life.

New York City, New YorkHeadquarters

2014Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

5,001-10,000Employees

Benefits

Health Savings Account (HSA)

Flexible Spending Accounts (FSA)

Rally wellness program

Employee Assistance Program (EAP) and Work Life Services

Behavioral Health Family Support Program

Livongo support for diabetes, hypertension, and weight management

AccessHope cancer support

Wellthy caregiving assistance

Back-up child care and elder care

Health Advocate

ABLE accounts

Legal insurance

Identity theft protection

Voya Foundation Matching Gift Program

Risks

Increased competition from fintech companies may erode Voya's market share.

Operational challenges in integrating OneAmerica's business could affect service quality.

Regulatory scrutiny on fees may impact Voya's pricing strategies and profitability.

Differentiation

Voya's commitment to inclusiveness and corporate responsibility sets it apart in the market.

The acquisition of OneAmerica's retirement plan business expands Voya's client base significantly.

Voya's focus on digital financial planning tools enhances client engagement and satisfaction.

Upsides

Voya's ESG commitment aligns with the growing investor focus on sustainable investing.

The financial wellness market's growth offers significant opportunities for Voya's programs.

AI integration in investment management can enhance Voya's strategies and client outcomes.

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