Sr. 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 the Finance team in our Workforce Benefits Division. This role will be a critical partner to Sales Leadership and Finance Leadership, splitting time across sales analytics and strategic spend management / value tracking to support sound decision-making and capital allocation. This role is on-site a minimum of four days per week in our Newport Beach, CA, Omaha, NE, or Charlotte, NC offices. As a Senior Financial Analyst II, you’ll deliver advanced financial analysis and insights across sales performance and strategic investment initiatives. The position will support continuous sales forecasting, sales reporting, and next-best-action decisioning, while also owning the documentation, measurement, and value tracking of strategic spend initiatives. The role requires strong analytical skills, business partnership, and the ability to translate data into actionable insights.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field, or equivalent experience.
- 8+ years for Senior Financial Analyst II.
- Strong experience in financial analysis, forecasting, and business partnering.
- Demonstrated experience working with sales data, performance metrics, and forecasting models.
- Experience with expense management, investment tracking, or value realization analysis.
- Advanced proficiency in Microsoft Excel; strong skills in PowerPoint.
- Ability to translate complex analysis into clear, decision-ready insights for senior leaders.
- Strong stakeholder management skills and comfort operating in a dynamic, cross-functional environment.
Responsibilities
- Own end-to-end sales planning, including target setting, capacity assumptions, and alignment of forecast expectations with Sales leadership
- Partner with Sales leadership to develop and maintain continuous sales forecasts using multiple forecasting methodologies, incorporating emerging trends, leading indicators, and scenario analysis.
- Monitor sales forecast accuracy, diagnose variances, and continuously refine models and inputs.
- Produce regular sales reporting on a weekly, monthly, and quarterly cadence, supporting the standard sales reporting cycle and ad hoc analytic requests.
- Support next-best-action decisioning by analyzing sales performance, pipeline dynamics, and productivity metrics and translating insights into clear recommendations.
- Document, track, and monitor strategic spend initiatives across technology and capability investments, aligned to agreed delivery roadmaps and business objectives.
- Design and maintain tooling (e.g., dashboards and reporting) to track spend, benefits realization, and efficiency gains by initiative and functional area.
- Perform activity-based costing to quantify cost drivers, efficiency improvements, and return on incremental investment.
- Assess value realization relative to spend to inform decisions on whether to accelerate, maintain, or discontinue investment.
- Partner with Finance, Sales, Technology, and Operations leadership to ensure alignment on assumptions, methodologies, and outcomes.
- Communicate findings clearly and concisely to leadership, highlighting trends, risks, opportunities, and recommended actions.
Benefits
- Medical, Dental, Vision
- Wellbeing Reimbursement Account
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
