Lead Financial Analyst, Wealth Management

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against:
We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work.

Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

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.

• 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.
• Conducts or participates 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.

• Undergraduate degree in finance or accounting; MBA, CPA, or CFA a plus.
• Three to five 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.

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Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience,…