Lead Financial Analyst
Current* Manage IT expense budgets for Health Solutions, Wealth Solutions and Digital Marketing areas.* Provide SLT with monthly financial reports as well as quarterly forecasting reports for each segment.
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@voya.com
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Kim Puzzo is listed as Spend Partner at Voya Financial at Voya Financial, a company with 5593 employees, based in Springfield, Massachusetts Metropolitan Area, United States. AeroLeads shows a work email signal at voya.com and a matched LinkedIn profile for Kim Puzzo.
Kim Puzzo previously worked as Lead Financial Analyst at Voya Financial and Director of Budget & Planning Management at Western New England University. Kim Puzzo holds Bachelor Of Science (Bs), Liberal Arts And Sciences/Liberal Studies from Westfield State University.
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AeroLeads found 1 current-domain work email signal for Kim Puzzo. Compare company email patterns before reaching out.
Experienced accounting professional who is detail oriented, customer focused and a strategic thinker. Considered a subject matter expert in budget planning and expense forecasting with a proven track record for project management and headcount resource capacity planning.
Listed skills include Business Process Improvement, Forecasting, Financial Planning, Financial Analysis, and 35 others.
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Connecticut, United States
* Manage IT expense budgets for Health Solutions, Wealth Solutions and Digital Marketing areas.* Provide SLT with monthly financial reports as well as quarterly forecasting reports for each segment.
* Oversight of budget development, (both operating and capital), allocation control and analysis, position control, budget and financial analysis of new and existing programs, and overall budget management.* Collaborating with University Deans and Senior Level Staff on planning for new initiatives and guiding managers and supervisors in fact-based decision.
Springfield, Massachusetts Metropolitan Area
* Learned non-profit higher education financial management with Ellucian Colleague software platform.* Supervised staff accountant and responsible for approving budget adjustments.* Participated in Budget Advisory Council meetings and prepared official meeting minutes.
Windsor, CT
* Report, analyze and interpret moderately complex financial and operating data.* Monitor and report to senior management all trends and variances related to headcount, sales and general expense budgets.* Execute value-added analysis and provide decision support for special projects and initiatives.
Chicopee, MA
* Responsible for daily accounting consolidation reporting, end of day balancing transmission to corporate, while ensuring all orders are transacted accurately.* Conduct and approve credit application reviews for potential clients.
Springfield, Massachusetts Area
* Restructured cost center hierarchy post-merger of US Insurance Group and RS while maintain financial reporting integrity and with minimal business interruption.* Managed Operations, Institutional Solutions and Direct to Consumer department budgets totaling $160M, including establishing future year budget plans, current monthly forecasting updates and.
Springfield, Massachusetts Area
* Interim team lead with divisional budget oversight while ensuring monthly closings occurred without incident, trained and mentored less experienced peers and prepared monthly and ad hoc financial reports until manager could be hired.* Partnered with Change Agents to lead team MM Way initiative to identify current processes and document 30 standard work.
Springfield, Massachusetts Area
* Managed Operations department budget including annual budget preparation, tracking assumptions and variances for presentation to management while continually improving unit costs.* Absorbed IT department budget and partnered with 10 project managers for quarterly project financial reviews, monthly accrual and capitalization reviews.* Reduced divisional.
Springfield, Massachusetts Area
* Partnered with SOX PMO for the “Segregation of Duties Project” which audited and addressed deficiencies and created mitigating controls for 25 conflicts.* Managed the “Reflex Security Profile Project” which resulted in 60% reduction of user profiles and narrowing of user access, without disturbing daily business flow.* Partnered with HR to complete the.
Springfield, Massachusetts Area
* Engaged managers from each business segment to determine their reporting needs and developed various metric reports to analyze market trends, segment profitability, account management summaries and business retention as compared to industry benchmarks.* Collaborated with Actuarial to establish tracking system for contract re-pricing requests and fund.
Springfield, Massachusetts Area
* Provided administrative support to IT management, coordinated travel arrangements, and departmental facilities requests.
Holyoke, MA
* Handled collection of past due accounts receivables for small manufacturing company.
Hartford, Connecticut Area
* Provided administrative support to Vice President.
Hartford, Connecticut Area
* Scheduled interview appointments for recruiters and conducted the new hire orientation.
Other employees you can reach at voya.com. View company contacts for 5593 employees →
John Holler
Colleague at Voya Financial
Barnegat, New Jersey, United States, United States
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JL
James Lewis
Colleague at Voya Financial
Greater Hartford, United States
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BH
Brian Hernandez
Colleague at Voya Financial
Minneapolis, Minnesota, United States, United States
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HH
Helena Hadley
Colleague at Voya Financial
Orange Park, Florida, United States, United States
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JB
John Buffum
Colleague at Voya Financial
Springfield, Massachusetts Metropolitan Area, United States
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KM
Kinshuk Mistry
Colleague at Voya Financial
Alpharetta, Georgia, United States, United States
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TM
Tamara Melman
Colleague at Voya Financial
Greater Boston, United States
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JB
Jacqueline Brock
Colleague at Voya Financial
Brockton, Massachusetts, United States, United States
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MV
Mary Venuti
Colleague at Voya Financial
Brockton, Massachusetts, United States, United States
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MM
Mike Markowicz
Colleague at Voya Financial
Brockton, Massachusetts, United States, United States
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Activities and Societies: President of Non Traditional Student Organization
Activities and Societies: Resident Assistant and Admissions Tour Guide
Currently enrolled in MBA program.
Quick answers generated from the profile data available on this page.
Kim Puzzo works for Voya Financial.
Kim Puzzo is listed as Spend Partner at Voya Financial at Voya Financial.
AeroLeads has found 1 work email signal at @voya.com for Kim Puzzo at Voya Financial.
Kim Puzzo is based in Springfield, Massachusetts Metropolitan Area, United States while working with Voya Financial.
Kim Puzzo has worked for Voya Financial, Western New England University, Waste Management, Dow Jones, and Massmutual Financial Group.
Kim Puzzo's colleagues at Voya Financial include John Holler, James Lewis, Brian Hernandez, Helena Hadley, and John Buffum.
You can use AeroLeads to view verified contact signals for Kim Puzzo at Voya Financial, including work email, phone, and LinkedIn data when available.
Kim Puzzo holds Bachelor Of Science (Bs), Liberal Arts And Sciences/Liberal Studies from Westfield State University.
Kim Puzzo is listed with skills including Business Process Improvement, Forecasting, Financial Planning, Financial Analysis, Management, Microsoft Office, Project Management, and Customer Service.
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