Lead Financial Analyst

Together we strive for everyone's opportunity towards a better financial future.

Together we stand up for and champion everyone's access to opportunity. We strive for better together. We advocate for everyone and not against anyone. 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 to be America's Retirement Company®.

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Please Note: This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office.

Job Description

Position Summary:

We are seeking a Senior/Lead Financial Analyst to join our Expense Financial Management (EFM) team. The Senior/Lead Financial Analyst will collaborate with other members of the EFM team, Financial Planning & Analysis (FP&A) teams and key business partners. Responsible for coordinating, conducting, reviewing and/or documenting efforts involving allocation drivers and working within our PCMCS allocation tool. Preparing reconciliation and expense variance analysis, both on an allocated and unallocated basis. Closely working with the financial close and forecast processes, perform analysis, ad hoc requests, research, and special projects.

Position Description:

• Participate in monthly close processes to ensure allocation drivers are recorded monitored and updated.
• Prepare reconciliation of consolidated pre-allocated and post- allocated expense analysis throughout the monthly close cycle and as needed during the quarterly forecast cycle.
• Support and participate in developing and monitoring expense allocations to business lines.
• Delivers succinct and clear summarizations of analysis (written and/or verbal) tailored to the needs of different business partners.
• Prepare reports/analyses to summarize actual and forecasted financial information.
• Assist in preparation of reporting and management decision making information.
• Support annual budget and quarterly forecasting processes in conjunction with FP&A, as needed.
• Develop and maintain financial metrics and reporting and tracking tools to assist in financial review and analysis of results.
• Participate along with other analysts and managers in advanced problem solving and complex analysis.
• Assist in ongoing process improvement initiatives as well as other ad-hoc reporting tasks and special projects.
• Establish, modify, document and implement best practice methods and control procedures on expense processes.
• Ensure expense processes are in compliance with SOX and audit standards.
• Share technical expertise with others and off-shore team. Recommend process improvements.
• Other duties as assigned.

Knowledge & Experience:

• BA/BS in Finance/Accounting
• CPA/MBA a plus
• 5-10 years in finance related area, budgeting, and expense.
• Advanced PC Skills, including advanced Microsoft Excel required, Oracle Cloud, PCMCS and Smartview knowledge is a plus
• Excellent written and verbal communication skills.
• Sound fundamental knowledge of Finance and business processes.
• Ability to work both independently and in a team environment.
• Able to manage multiple, often competing priorities and still meet deadlines.
• Strong interpersonal skills to effectively work with other departments and customers.
• A self-starter, self-motivated, self-disciplined and performance driven.

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Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• 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

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more aboutCritical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

We are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee's request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities.

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