Sr. Financial Analyst II

Pacific Life • Newport Beach, CA

6d • Onsite

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 position analyzes Life Insurance and Annuity earnings results against Plan, using curiosity about business drivers and technical expertise with financial systems to explain results. It is an existing role on a five-person team in the Consumer Markets Division, collaborating with Financial Analysts, Actuaries, and other Finance professionals, as well as Valuation, Sales, Expense, and Investment teams. The team develops and communicates a comprehensive account of business drivers to internal management.

Requirements

• At least 8 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.
• Ability to adapt to and understand different 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.
• Collaborate with Actuarial, Sales, Experience Studies, and Expense Management teams to understand business drivers for 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 support continuous process improvement for Consumer Markets Division Finance.
• Use 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, regularly applying ingenuity and creativity.
• Guide staff on procedures, systems, and analyses to develop talent around Consumer Markets Division Finance.

Benefits

• Medical, dental, and vision coverage.
• Wellbeing Reimbursement Account usable by 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.
• Most employees are eligible for additional incentive pay.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed