Voya Financial · 4 hours ago
Lead Financial Analyst, Wealth Management
Bridgeport, CT
Full-time
Onsite
Mid, Senior Level
$85K/yr - $142K/yr
3+ years expVoya Financial is committed to fighting for everyone’s opportunity for a better financial future. The Lead Financial Analyst will perform management reporting, financial analysis, data reconciliations, forecasting, and modeling functions, while fostering a deep understanding of retirement business products and metrics to support business decisions.
Financial Services
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
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
Qualification
Required
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
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
Company
Voya Financial
Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.
5001-10000 employees
H1B Sponsorship
Voya Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (4)
2023 (2)
2022 (1)
2021 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown2018-06-01Acquired
2013-05-02IPO
Leadership Team
Heather Lavallee
Chief Executive Officer
Michael Katz
Executive Vice President, Chief Financial Officer
Recent News
Coverager - Insurance news and insights
2025-12-24
2025-12-10
2025-12-09
Company data provided by crunchbase