VP, Financial Planning & Analysis, Wealth Solutions

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

Position Overview:

Voya is seeking an innovative and strategic Vice President of Financial Planning and Analysis (FP&A) to lead our financial planning efforts within our Wealth Solutions/ Retirement business. This executive will play a critical role in shaping the financial strategy of our organization and ensuring we meet our business objectives through effective financial planning, analysis, and forecasting. The ideal candidate will possess deep expertise in forecasting, expense management, and management reporting processes, as well as retirement business knowledge; and will collaborate closely with cross-functional teams to drive growth and profitability.

Key Responsibilities:

Strategic Financial Leadership:

• Develop and implement financial planning processes that align with the strategic objectives of the Wealth Solutions and Retirement business.
• Lead financial forecasting, budgeting, and long-term planning efforts to support business growth and profitability.

Performance Analysis:

• Analyze business performance metrics and financial data to provide actionable insights and recommendations to senior leadership.
• Monitor key performance indicators (KPIs) and ensure alignment with company goals and targets.

Business Partnering:

• Collaborate with President, Wealth Solutions and business leaders to provide financial insights that support strategic decision-making and operational efficiency.
• Act as a trusted advisor to the Wealth Solutions and Retirement teams, providing financial expertise and guidance on product development, pricing strategies, and market analysis.

Financial Oversight:

• Assess and evaluate opportunities within the Wealth Solutions and Retirement space, ensuring alignment with risk management and compliance standards.
• Monitor changes in the industry, financial markets, and regulatory environment to advise on adjusting strategies accordingly.

Team Leadership:

• Build, mentor, and lead a high-performing FP&A team, fostering a culture of collaboration, accountability, and continuous improvement.
• Promote professional development and skill enhancement within the team to ensure excellence in financial planning and analysis.

Reporting and Compliance:

• Oversee the preparation of financial reports, presentations, and analysis for internal stakeholders and external regulators.
• Ensure compliance with financial regulations and company policies regarding financial reporting and analysis.

Knowledge & Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree preferred.
• Minimum of 10 years of experience in financial planning and analysis, preferably within the financial services industry, with a focus on wealth management and retirement solutions.
• Proven track record of strategic financial leadership and business partnership in a senior management role.
• Strong analytical and problem-solving skills, with the ability to distill complex financial information into actionable insights.
• Excellent communication and presentation skills, with the ability to interact effectively with stakeholders at all levels of the organization.
• Demonstrated experience in team leadership and development, with a focus on building high-performing teams.
• Proficient in financial modeling, forecasting, and various financial analysis tools and software. (Oracle preferred)

A successful VP, Financial Planning and Analysis, Wealth Solutions at Voya will possess the following candidate profile traits:

• Strategic Visionary: The ability to think long-term and develop financial strategies that align with the Voya’s overall goals. A successful candidate should demonstrate foresight in identifying market trends, investment opportunities, and potential risks, enabling proactive decision-making.
• Analytical/ Critical Thinking: Strong analytical skills are crucial for interpreting complex financial data, conducting in-depth analyses, and deriving actionable insights. The ability to utilize financial modeling and forecasting tools effectively is essential for making informed recommendations that drive business performance.
• Leadership and Team Development: Proven leadership qualities to build, mentor, and inspire a high-performing FP&A team. The candidate should be able to foster a collaborative environment, promote professional development, and encourage innovative thinking within the team.
• Strong Communication and Influencing Skills: Exceptional verbal and written communication skills are necessary for articulating financial concepts to non-financial stakeholders and presenting insights to senior leadership. The ability to simplify complex financial information and convey it effectively is critical for influencing decision-making.
• Business Acumen in Wealth Solutions and Retirement: A deep understanding of the financial services industry, particularly in wealth management and retirement planning, is essential. The candidate should be well-versed in the regulatory environment, market dynamics, and client needs to provide relevant financial guidance and support strategic initiatives.

These traits combined will equip a candidate to navigate the complexities of the role and contribute significantly to the success of Voya's wealth solutions/ retirement business.

Compensation Pay Disclosure:

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, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

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 about Critical 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.