Senior Financial Analyst I
About The Position
Pacific Life is seeking a Senior Financial Analyst I to join its Financial Planning and Analysis team in Newport Beach, California. The position supports the Consumer Markets Division, which includes Annuities and Life Insurance, and analyzes Life Insurance and Annuity earnings results against Plan. It requires curiosity about business drivers and technical skill in using financial systems. The analyst joins a five-person team and collaborates with Financial Analysts, Actuaries, and other Finance professionals, as well as teams in Valuation, Sales, Expense, and Investment, to develop and communicate an integrated explanation of results for internal management. The analyst facilitates quarterly close and GAAP and STAT internal management reporting for Life, researches and reports variances to Plan, examines historical product-line trends, and compiles data for rating agency surveys and internal dashboards. The role also contributes to continuous process improvement and develops solutions to complex problems with minimal supervision.
Requirements
- At least 5 years of financial reporting and analysis experience, preferably in the Life Insurance and Annuity industry.
- Proven leadership, organizational, interpersonal, analytical, and problem-solving skills.
- Organizational, time-management, project-management, oral and written communication, and multitasking skills.
- Adaptability in using and understanding various system functionalities, including Microsoft Office products.
- Excel proficiency; VBA programming is not required.
- Strong team-building, partnership, and collaboration skills.
- Ability to prioritize and communicate conflicting demands in a fast-paced environment.
- Ability to work independently on assignments of varying complexity.
Nice To Haves
- CPA, CMA, or MBA.
- Proficiency in Oracle, Essbase, Alteryx, Tableau, and Workiva.
Responsibilities
- Facilitate the quarterly close process for GAAP and STAT internal management reporting requirements for Life.
- Provide timely, relevant, and accurate findings and research to Consumer Markets Division Finance, primarily regarding variances to Plan by business driver.
- Analyze Consumer Markets Division historical trends by product line to validate Plan assumptions and identify anomalies in current-period results.
- Compile periodic Consumer Markets Division data for rating agency surveys and internal management dashboards.
- Evaluate current procedures and recommend value-added improvements to facilitate continuous process improvement for Consumer Markets Division Finance.
- Apply best practices and knowledge of internal or external business issues to improve services and solve long-term problems.
- Work with experts inside and outside Pacific Life to consider options and identify solutions aligned with business strategies.
- Develop solutions to complex problems with minimal supervision, using ingenuity and creativity.
Benefits
- Medical, dental, and vision coverage.
- Wellbeing Reimbursement Account for the employee or eligible dependents.
- Paid Time Off, holiday schedules, and Financial Planning Time Off.
- Paid parental leave.
- Adoption assistance program.
- 401(k) savings plan with company match and an additional contribution regardless of participation.
- Additional incentive pay may be available to most employees.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
