Senior Financial Analyst II

pacificlife; Newport Beach (CA); Hybrid; GBP 94,000 - 115,000; Full time

Benefits offered by this job

Health, Dental, Vision benefits

Paid time off

Paid Parental Leave

Job summary

Pacific Life in Newport Beach is seeking a Senior Financial Analyst II to join the Asset-Liability Management team. This on-site role is four days a week with one day remote.

You will build models, forecast funding, liquidity, and ALM performance, deliver management reports, and partner with finance, treasury, and actuarial teams to support informed decisions. Candidates should have 5+ years in financial analysis or FP&A, a relevant bachelor's degree, and strong Excel skills along with

Qualifications

• 5+ years of experience in financial analysis, FP&A, treasury, investments, ALM, or a related finance function; life insurance or financial services experience preferred.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field, or equivalent work experience.
• Demonstrated experience performing complex financial analysis, developing forecasts or financial models, conducting scenario analysis, and explaining trends, variances, risks, and key business drivers.
• Strong analytical judgment, problem-solving skills, and attention to detail, with the ability to evaluate data quality and challenge assumptions.
• Ability to manage recurring reporting deliverables and ad hoc analyses independently while collaborating effectively across functions.
• Strong written and verbal communication skills, including the ability to translate financial analysis into clear conclusions, recommendations, and a range of potential outcomes for senior stakeholders.
• Advanced Microsoft Excel skills and experience with one or more analytical tools or programming languages, such as SQL, Python, R, or VBA.

Responsibilities

• Prepare accurate and timely bi-weekly enterprise funding and cash reports; analyze actual and projected cash flows, funding needs, and liquidity positions; explain key trends and variances; and recommend actions to stakeholders.
• Develop, maintain, and enhance financial models, forecasts, and projection methodologies to assess current and future funding, liquidity, and ALM performance.
• Prepare management reports and special analyses that synthesize complex financial results, identify key performance drivers and risks, and provide actionable insights and recommendations.
• Partner with Divisional Finance, Treasury, Accounting, Actuarial, Investment Operations, and other stakeholders to reconcile financial data, evaluate assumptions, align forecasts with enterprise objectives, and support informed decision-making.
• Maintain robust reporting controls, documentation, and review procedures to promote data integrity, auditability, and effective change management.
• Improve the efficiency, accuracy, and scalability of financial analysis and reporting through process redesign, automation, Snowflake-based data solutions, dashboards, and AI-enabled tools.
• Support ad hoc initiatives that inform enterprise financial and risk decisions, as well as other team reporting needs.

Skills

Financial analysis

FP&A

Treasury

ALM

Data analysis

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

SQL

Python

R

VBA

Excel

Job description

Job Description

Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Senior Financial Analyst II to join our Asset‑Liability Management team within Pacific Life Investments. This role is on‑site 4 days per week and work from home 1 day per week in our Newport Beach office.

How you will make an impact

• Prepare accurate and timely bi-weekly enterprise funding and cash reports; analyze actual and projected cash flows, funding needs, and liquidity positions; explain key trends and variances; and recommend actions to stakeholders.
• Develop, maintain, and enhance financial models, forecasts, and projection methodologies to assess current and future funding, liquidity, and ALM performance.
• Prepare management reports and special analyses that synthesize complex financial results, identify key performance drivers and risks, and provide actionable insights and recommendations.
• Partner with Divisional Finance, Treasury, Accounting, Actuarial, Investment Operations, and other stakeholders to reconcile financial data, evaluate assumptions, align forecasts with enterprise objectives, and support informed decision-making.
• Maintain robust reporting controls, documentation, and review procedures to promote data integrity, auditability, and effective change management.
• Improve the efficiency, accuracy, and scalability of financial analysis and reporting through process redesign, automation, Snowflake-based data solutions, dashboards, and AI-enabled tools.
• Support ad hoc initiatives that inform enterprise financial and risk decisions, as well as other team reporting needs.

The experience you will bring

• 5+ years of experience in financial analysis, FP&A, treasury, investments, ALM, or a related finance function; life insurance or financial services experience preferred.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field, or equivalent work experience.
• Demonstrated experience performing complex financial analysis, developing forecasts or financial models, conducting scenario analysis, and explaining trends, variances, risks, and key business drivers.
• Strong analytical judgment, problem-solving skills, and attention to detail, with the ability to evaluate data quality and challenge assumptions.
• Ability to manage recurring reporting deliverables and ad hoc analyses independently while collaborating effectively across functions.
• Strong written and verbal communication skills, including the ability to translate financial analysis into clear conclusions, recommendations, and a range of potential outcomes for senior stakeholders.
• Advanced Microsoft Excel skills and experience with one or more analytical tools or programming languages, such as SQL, Python, R, or VBA.

What will make you stand out

• Experience with management reporting, financial planning and analysis, liquidity or cash-flow forecasting, or asset-liability management.
• Knowledge of life insurance financial statements, products, investment portfolios, or related financial and regulatory concepts.
• Experience with data transformation, visualization, and reporting tools such as Tableau, Alteryx, or Power BI.
• Demonstrated ability to learn new financial concepts, systems, technologies, and business processes quickly.

Base Pay Range

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$124,830.00 - $152,570.00

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 Le