Sr. Financial Analyst II
About The Position
Pacific Life is seeking a Senior Financial Analyst II to join its Financial Planning and Analysis team in Newport Beach, California. The role is part of the Consumer Markets Division, supporting Annuities and Life Insurance, on a five-person team that works with Financial Analysts, Actuaries, and other Finance professionals. The team collaborates with Valuation, Sales, Expense, and Investment areas to develop and communicate a comprehensive account of business drivers behind results. The analyst reviews Life Insurance and Annuity earnings results against Plan and supports quarterly GAAP and STAT internal management reporting for Life. The position calls for curiosity about business performance, technical skill with financial systems, and the ability to independently develop solutions to complex problems. The role also contributes to forecasting, annual financial planning, process improvement, and staff development.
Requirements
- At least 8 years of financial reporting and analysis experience; Life Insurance and Annuity industry experience is preferred.
- Proven leadership, organizational, interpersonal, analytical, and problem-solving skills.
- Organizational, time-management, project-management, oral and written communication, and multitasking skills.
- Ability to adapt to and understand 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 quarterly close activities for GAAP and STAT internal management reporting requirements for Life.
- Provide timely, relevant, and accurate findings and research to Consumer Markets Division Finance, primarily concerning variances to Plan by business driver.
- Collaborate with Actuarial, Sales, Experience Studies, and Expense Management teams to understand business drivers and support robust forecasting.
- Analyze historical Consumer Markets Division trends by product line to validate Plan assumptions and identify anomalies in current-period results.
- Participate in the annual financial Plan cycle and develop an understanding of how Actuarial models produce Plan results compared with historical results.
- 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 internal and external experts to consider options and identify solutions aligned with business strategies.
- Develop solutions to complex problems with minimal supervision, using ingenuity and creativity.
- Guide staff on procedures, systems, and analyses to develop talent within Consumer Markets Division Finance.
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.
- Competitive 401(k) savings plan with company match and an additional company contribution regardless of participation.
- Some employees are eligible for additional incentive pay.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
