Senior Technology Financial Analyst

Pacific Life • Charlotte, NC

2d • Hybrid

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 Sr. Technology Finance Analyst to join our TBM Team. This role has a hybrid schedule and is located in Charlotte, NC. We believe in empowering our employees to get work done both in and out of the office. This role provides f inancial planning, analysis , and reporting support for the Global Infrastructure and End User Services teams within Pacific Life Technology. The individual will also serve as a Technology Business Management (TBM) Analyst , supporting TBM practices across the enterprise and gaining cross-functional experience with IT leaders throughout Pacific Life Technology. How you’ll help move us forward : Deliver financial planning, analysis, and reporting for Global Infrastructure and End User Services. 25% Act as a TBM Analyst, supporting enterprise-wide TBM initiatives. 30% Partner with IT leadership to: 10% Develop cost optimization strategies. Track performance against targets. Provide insights that help leaders “see around corners” and anticipate financial and operational impacts. Collaborate across technology teams to ensure alignment with strategic objectives. 10% Support budgeting, forecasting, and variance analysis processes. 25% The experience you bring : Bachelor’s degree in Finance, Accounting, Business, or related field. 3+ years of experience in financial analysis or technology finance roles. Familiarity with TBM frameworks and tools. Excellent communication and stakeholder engagement skills. Ability to work independently and collaboratively in a dynamic environment.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• 3+ years of experience in financial analysis or technology finance roles.
• Familiarity with TBM frameworks and tools.
• Excellent communication and stakeholder engagement skills.
• Ability to work independently and collaboratively in a dynamic environment.

Nice To Haves

• Apptio experience (strongly preferred).
• Proficiency with Hyperion, Oracle EPBCS, and PeopleSoft.
• Strong analytical and problem-solving skills.
• Ability to communicate complex financial concepts to technical and non-technical stakeholders.
• Experience in cost optimization and performance tracking.

Responsibilities

• Deliver financial planning, analysis, and reporting for Global Infrastructure and End User Services.
• Act as a TBM Analyst, supporting enterprise-wide TBM initiatives.
• Partner with IT leadership to: Develop cost optimization strategies. Track performance against targets. Provide insights that help leaders “see around corners” and anticipate financial and operational impacts. Collaborate across technology teams to ensure alignment with strategic objectives.
• Support budgeting, forecasting, and variance analysis processes.

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