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This position will be a part of the VOYA Retirement & Employee Benefits Financial Planning & Analysis team in Windsor, CT. This position will provide insight, analysis, and recommendations for expense allocations to business segments and products. The Lead Analyst will collaborate with members of the Finance and IT to analyze and report expenses for Retirement and Employee Benefits business segments.
- Acts as lead contact for service units on all forecast and expense allocation issues, technical review and support.
- Develop a detailed appreciation for expense drivers of expenses supported. Provide transparency and education of expense allocation process.
- Develop and maintain expense allocation methodologies. Monitors and analyzes expense allocation results to business segments and products.
- Consolidate and manage expense allocation modeling process and submissions.
- Effectively communicates with management on all forecast and actuals expense variances.
- Prepare complex reports/analyses to summarize current and projected financial information.
- Assist in preparation of reporting and management decision making information on expense allocations.
- Establish, modify, document and implement best practice methods and control procedures on expense allocations.
- Assist in ongoing process improvement initiatives as well as other ad-hoc reporting tasks and special projects.
- Responsible for ensuring expense allocation activities are in compliance with SOX and audit standards.
- Assist with SOX control testing, audit requests, unit cost reporting, and bench-marking studies.
- Other duties as assigned.
Knowledge & Experience
- BA/BS in Finance/Accounting/related field, 7-10 years in Finance related area, forecasting, and expense.
- Strong Microsoft Excel required, advanced preferred. PeopleSoft and Hyperion skills beneficial.
- Ability to work both independently and in a team environment.
- Ability to lead and be a resource for other team members to go to.
- Ability to work under pressure, 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.
- Shares technical expertise with others. Recommends process improvements. Provides functional advice or training to less experienced financial analyst’s jobs.
- Participates along with other analysts and managers in advanced problem solving and complex analysis.
- Excellent written and verbal communication skills.
Distinction between Lead and Senior Financial Analyst
Lead Financial Analysts are expected to take ownership/demonstrate initiative for cross functional activities that may involve multiple teams, business segments, or other activities that require the collaboration of multiple LFAs/SFAs to achieve intra/inter departmental goals.