Senior Financial Analyst I

pacificlife; Newport Beach (CA); On-site; USD 103,000 - 126,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Parental leave

401k with match

Wellbeing programs

Job summary

Pacific Life in Newport Beach, CA seeks a Senior Financial Analyst I to advance earnings analyses for Life Insurance and Annuities. You will drive variances, research drivers, and support management dashboards.

Bring 5+ years of financial reporting/analysis, Excel mastery, and strong collaboration. CPA/CMA/MBA preferred; Oracle, Essbase, Tableau, and Workiva experience a plus.

Qualifications

• 5+ years of financial reporting and analysis experience in a related industry.
• Strong analytical, communication, and problem-solving skills.
• Proficient with Excel; VBA experience not required.
• Ability to collaborate across teams and manage multiple priorities.

Responsibilities

• Facilitate quarterly close and GAAP/STAT reporting for Life and Annuity.
• Analyze historical results by product line to validate Plan assumptions.
• Prepare data for rating agency surveys and internal dashboards.
• Identify process improvements within CMD Finance and implement changes.
• Collaborate with internal and external experts to align with business strategy.
• Develop solutions for complex problems with limited supervision.

Skills

Financial reporting

Financial analysis

Excel proficiency

Forecasting

Cross-functional collaboration

Education

CPA

CMA

MBA

Tools

Oracle

Essbase

Alteryx

Tableau

Workiva

Job description

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 I to join our Financial Planning and Analysis team in Newport Beach, CA. As a Senior Financial Analyst I you'll move Pacific Life, and your career, forward by analyzing Life Insurance and Annuity earnings results compared to Plan. This role requires innate curiosity to understand the underlying stories and business drivers of our results, combined with technical expertise to leverage Pacific Life's financial systems for maximum impact and efficiency. You will fill an existing role that sits on a team of 5 people in the Consumer Markets Division (Annuities and Life Insurance). Your colleagues will include Financial Analysts, Actuaries, and other Finance professionals. This team collaborates extensively with Valuation, Sales, Expense, and Investment areas to craft and communicate a comprehensive business driver story of results for internal management.

How you'll help move us forward

• Facilitate the quarterly close process for GAAP and STAT Internal Management reporting requirements for Life, including: Provide timely, relevant, and accurate findings/research to Consumer Markets Division ("CMD") Finance, mainly around variances to Plan by business driver
• Analyze CMD historical trends by product line to validate Plan assumptions and identify anomalies in current period results
• Compile periodic CMD data for rating agency surveys and internal management dashboards
• Facilitate continuous process improvement for CMD Finance by evaluating current procedures and recommending value-added improvements
• Use best practices and knowledge of internal or external business issues to improve services and solve long-term problems
• Work with experts (both within Pacific Life and externally) to consider options and identify solutions that best align with business strategies.
• Develop solutions to complex problems with minimal supervision, requiring the regular use of ingenuity and creativity

The experience you bring

• 5+ years financial reporting and analysis experience, preferably in the Life Insurance and Annuity industry
• Proven leadership, organizational, interpersonal, analytical, and problem-solving skills.
• Demonstrates organizational, time management, project management, oral and written communications, and multi-tasking skills
• Adaptable to using/understanding various system functionalities including Microsoft Office products. Excel proficiency is a non-negotiable requirement, though VBA programming is not required
• Strong team building, partnership and collaboration skills
• Demonstrated ability to prioritize/communicate conflicting demands in a fast-paced environment
• Ability to work independently on assignments of various levels of complexity

What makes you stand out

• CPA, CMA, or MBA preferred
• Proficiency in Oracle, Essbase, Alteryx, Tableau, and Workiva is a plus

You can be who you are.

People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

#LI-TM1

Base Pay Range

$103,140.00 - $126,060.00

Your Benefits Start Day 1

• 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

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of al