Voya Financial

Sr Financial Analyst, Retirement

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Retirement ServicesIndustries

Requirements

Candidates must possess an undergraduate degree in finance, actuarial, or accounting, along with a minimum of 3 years of experience in financial reporting, analysis, accounting, or finance. Advanced proficiency in Excel, PowerPoint, OAC, Tableau, and Power BI is required, with knowledge of Oracle being a plus. Strong verbal and written communication skills are also essential.

Responsibilities

The Sr Financial Analyst will perform management reporting, financial analysis, data reconciliations, forecasting, and modeling, utilizing financial industry-specific reporting principles and advanced computer skills. They will ensure timely and accurate completion of assigned financial and management reporting responsibilities, conduct complex financial analysis projects, and complete quarterly forecast reporting and analysis for the Retirement business. The role involves developing and delivering analysis of business metrics and financial data, including variance explanations, assisting with standard and ad-hoc financial reporting activities, and providing financial analysis to transform data into actionable decision insights. Additionally, the analyst will maintain strong internal controls, develop standard work documentation, and build relationships with internal business customers to exceed expectations for reporting and analysis.

Skills

Financial Reporting
Management Reporting
Financial Analysis
Data Reconciliation
Forecasting
Modeling
Retirement Business Products
Metrics
Economics
Asset Management
Financial Planning

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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