Lead Financial Analyst

Voya Financial

102d • $103,810 - $129,760

About The Position

This role performs management reporting, financial analysis, data reconciliations, forecasting, and modeling functions requiring minimal direction. Utilizes financial industry specific reporting principles and techniques, and advanced computer skills. Fosters deep understanding of retirement business products, metrics, and economics as it relates to management reporting, asset management, and financial planning processes. A self-starter with the ability to understand complex business initiatives and translate discrete data into financial insights supporting business decisions.

Requirements

• Undergraduate degree in finance or accounting; MBA, CPA, or CFA a plus.
• 5+ years previous experience in financial reporting and analysis, accounting or finance experience required.
• Advanced to expert level with Excel, Power Point, OAC, Tableau and Power BI.
• Knowledge of Oracle a plus.
• Strong verbal and written communication skills.

Responsibilities

• Ensure all assigned financial and management reporting responsibilities are completed timely and accurately and includes all relevant information.
• Produce, design, and develop effective financial reporting packages and communicate updates to senior leadership both formally and informally.
• Conduct or participate in complex financial analysis projects.
• Complete quarterly forecast reporting and analysis for Retirement business.
• Develop and deliver analysis of business metrics and financial data including explanations of applicable variances.
• Assist with various functions related to financial reporting including monthly and quarterly standard and ad-hoc activities.
• Develop reporting that tells the financial story (financial and business insights).
• Provide financial analysis, transforming data and metrics into actionable decision insights.
• Maintain and continually develop strong internal controls and standard work documentation as designed and needed across all management reporting processes.
• Build relationships with internal business unit customers and work to exceed customer expectations for reporting and analysis.

Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree