Senior Financial Analyst II
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 Senior Financial Analyst II to join our Technology Finance Team in Newport Beach, CA. This role is on-site. You’ll work at our state-of-the-art Newport Beach headquarters (4 days in person) How you’ll help us move forward:
Requirements
- Education: Bachelor’s in Finance or related field; MBA/CPA/CFA preferred.
- Experience: 3–5+ years in FP&A with a focus on technology or IT financial management.
- Technical Skills: Advanced Excel and financial modeling Familiarity with ITFM tools and cloud cost management
- Soft Skills: Strong communication and ability to influence technology stakeholders Analytical mindset with attention to detail
Nice To Haves
- Ability to translate Technology strategies and roadmaps into financial impacts.
- Proactive in identifying cost optimization opportunities.
- Comfortable working in a dynamic, technology-driven environment.
Responsibilities
- Technology Budgeting & Forecasting Develop and manage annual technology budgets and multi-year forecasts.
- Track capital and operating expenses for platforms, applications, infrastructure and various initiatives.
- Technology Business Management Leverage our TBM capability to provide our Divisional Technology CIOs with insights on Total costs of ownerships, Tech debt risk / remediation, consumption and unit cost efficiencies
- Investment Analysis Evaluate ROI and business cases for technology projects.
- Provide financial insights for vendor negotiations and contract renewals.
- Performance Reporting Deliver dashboards and executive reports on technology spend, variances, and KPIs.
- Partner with IT leadership to monitor run vs. grow vs. transform spend. This includes fixed vs. variable attributions
- Governance & Compliance Ensure adherence to corporate financial policies and technology governance standards.
- Support audits and compliance reviews for technology expenditures.
- Data & Tools Leverage EPM tools (Oracle, EPBCS), BI platforms (Power BI), and ITFM systems (Apptio or similar).
- Drive automation and analytics for improved financial transparency.
Benefits
- Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs.
- Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
