Financial Analyst II

Pacific Life • Newport Beach, CA

7d

About The Position

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Financial Analyst II to join our Enterprise Business Insights in Newport Beach, CA. As a Financial Analyst II, you’ll move Pacific Life, and your career, forward by supporting our expense management processes with our Enterprise Function and Business Partners. You will fill a new role that sits on a team of 4 people in the Enterprise division. Your colleagues will include Financial Analyst and other Enterprise Finance and Accounting professionals. The role is an integral part of our Expense Management team to help ensure financial accuracy and discipline for the Enterprise. How you’ll help move us forward: Prepare and post journal entries under guidance to support effective expense management. Track enterprise project expenses and provide financial governance. Collaborate with team members and stakeholders to prepare executive-level reporting, dashboards, and presentations, delivering clear financial insights and actionable recommendations. Maintain and support the expense management application’s metadata in Oracle EDM (Enterprise Data Management). Provide ad hoc support for budget tracking, forecasting, variance analysis of enterprise financials, and special projects. Drive continuous improvement in financial processes, tools, and reporting automation. The experience you bring: 2-5 years work experience in financial planning and analysis (corporate and operations) or related with demonstrated progression of responsibility Bachelor’s degree in finance, accounting, business, or a related field. Experience with Peoplesoft, Oracle EPM applications (EPBCS-Planning and Budgeting, EDM-Data Management) or similar financial systems preferred. Demonstrates high attention to detail, accountability, and responsiveness to requests, and a good sense of urgency as needed. Strong analytical and problem-solving skills. Must have strong MS-Office skills (Word, PowerPoint) with expertise in Excel You can be who you are. People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com . What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1

Requirements

• 2-5 years work experience in financial planning and analysis (corporate and operations) or related with demonstrated progression of responsibility
• Bachelor’s degree in finance, accounting, business, or a related field.
• Demonstrates high attention to detail, accountability, and responsiveness to requests, and a good sense of urgency as needed.
• Strong analytical and problem-solving skills.
• Must have strong MS-Office skills (Word, PowerPoint) with expertise in Excel

Nice To Haves

• Experience with Peoplesoft, Oracle EPM applications (EPBCS-Planning and Budgeting, EDM-Data Management) or similar financial systems preferred.

Responsibilities

• Prepare and post journal entries under guidance to support effective expense management.
• Track enterprise project expenses and provide financial governance.
• Collaborate with team members and stakeholders to prepare executive-level reporting, dashboards, and presentations, delivering clear financial insights and actionable recommendations.
• Maintain and support the expense management application’s metadata in Oracle EDM (Enterprise Data Management).
• Provide ad hoc support for budget tracking, forecasting, variance analysis of enterprise financials, and special projects.
• Drive continuous improvement in financial processes, tools, and reporting automation.

Benefits

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave as well as an Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees