Voya Financial

Financial Planning and Analysis

• Administer reinsurance agreements including preparing and compiling reinsurance settlements and reports.
• Identify and lead the implementation of improvements within workstream processes.
• Analyze and create automation opportunities within the existing reinsurance processes.
• Maintaining integrity of reinsurance admin system and data.
• Review and validate reinsurance settlements reports received from reinsurers for completeness and accuracy per agreements.
• Contribute to financial close cycles, including recording journal entries, issuing wires, reviewing, and analyzing operating statements, and providing flux analysis.
• Undertake ad-hoc tasks, projects and analysis upon request under limited supervision.
• Work on various responsibilities associated with reinsurance and reporting and interact with various business partners.
• Interact, communicate, and maintain liaison with reinsurers and third-party administrators to ensure the quality, accuracy and completeness of reports received.
• Deliver succinct and clear summarizations of analysis tailored to the needs of different customers.
• Participate in internal and external audit testing.
• Ensure reinsurance processes and reporting activities are in compliance with audit standards, including sufficient controls and efficient reinsurance processes established/maintained.
• Share technical expertise and guide junior team members.
• Support other team members, including reviewing offshore work.
• Able to manage multiple, often competing priorities under tight deadlines.
• Able to work with large and complex excel files and scale the data into meaningful analysis.

Lead Reinsurance Financial Analyst

Sales

• Successfully develop sales opportunities and new intermediary relationships in a defined geographic area supporting the wholesaling efforts of multiple Sales Directors for corporate retirement and tax-exempt opportunities
• Build new relationships with key advisors, brokers, consultants and third-party administrators to develop and cultivate new business opportunities
• Develop and execute annual marketing plans with innovative and creative ideas to increase sales and distribution
• Identify and understand needs of key decision makers and direct efforts to provide product enhancements and service
• Deliver presentations to key stakeholders including: financial professionals and industry leaders
• Leverage technology to implement marketing plans and increase Brand awareness across the assigned regional territory
• Partners with other VOYA representatives to enhance awareness of full suite of VOYA capabilities.

Associate Sales Director

Project Manager

• Together we fight for everyone’s opportunity for a better financial future.
• Director, EPMO – Wealth Management is an enterprise leader who leads a portfolio of complex programs and projects in the Wealth Management business.
• Act as a strategic partner to business, technology, operations, finance and compliance leaders.
• Responsible for managing and delivering the expected outcomes of the business initiatives.
• Ensure alignment between enterprise strategy, investment, and execution while driving disciplined delivery, transparency, and measurable business outcomes across the portfolio.
• Oversee multiple complex projects, engage senior leaders to shape priorities, resolve tradeoffs, and remove barriers.
• Develop high-performing teams of program and project managers that deliver predictable outcomes.
• Lead the deployment and ongoing enhancement of Wealthpath, Voya’s wealth management platform for advisors.
• Ensure seamless integration of platforms into existing workflows to improve advisor and client experiences.
• Develop and maintain comprehensive project portfolios, dashboards, and performance reports for executive visibility.
• Partner with Finance to manage annual planning, quarterly re-forecasts, and in-year investment trade-offs.

Director, Enterprise Project Management – Wealth Management

Risk

• Develop and implement a comprehensive risk management strategy for the Employee Benefits business.
• Provide risk advice, monitor and assess business risks associated with sales, product offerings, operational processes, finance and market conditions.
• Build and maintain relationships at all levels of the organization to understand current initiatives, risks and roadblocks to provide timely and effective risk support.
• Conduct regular risk assessments, stress testing, and scenario analysis to evaluate potential vulnerabilities.
• Ensure adherence to regulatory requirements and internal policies, driving compliance through effective risk governance.
• Collaborate with cross-functional teams, such as compliance, legal, privacy and internal audit, to identify and support the business in mitigating risk to an acceptable level.
• Provide training and guidance to teams on risk management best practices and foster a culture of risk awareness.
• Lead cross-functional projects to improve risk reporting, risk metrics, and overall risk management capabilities.
• Prepare reports and presentations for the Risk leaders and committees and other key stakeholders, detailing risk profiles, and mitigation strategy.
• Create a high-performing, cohesive team by having regular 1:1’s, setting clear goals, providing constructive feedback, coaching, and fostering a continuous learning environment that aligns with career goals and company objectives.
• Foster a culture of excellence by prioritizing top-tier hiring, conflict resolution, and performance monitoring.

AVP Operational Risk Management – Employee Benefits

Chief of Staff

• Serve as a strategic partner, program leader, and operational integrator across the Infrastructure organization
• Drive execution of key initiatives, ensuring alignment across various platforms
• Own and coordinate the end-to-end Infrastructure roadmap
• Develop executive presentations and reporting, providing status, risks, and mitigation updates
• Oversee cross-functional programs and manage risks, dependencies, and execution alignment
• Coordinate events, staff meetings, and leadership forums
• Manage vendor and contract relationships across Infrastructure
• Identify process improvements and efficiency opportunities

Lead Reinsurance Financial Analyst

Associate Sales Director

Director, Enterprise Project Management – Wealth Management

AVP Operational Risk Management – Employee Benefits

Program Manager – Chief of Staff