Senior Financial Analyst, Life Insurance FP&A

Pacific Life Insurance; Newport Beach (CA); Vor Ort; USD 103.000 - 126.000; Vollzeit

Zusammenfassung

Pacific Life Insurance Company in Newport Beach, CA seeks a Senior Financial Analyst I to advance the Financial Planning and Analysis team. You will analyze Life Insurance and Annuity earnings, compare results to Plan, and help communicate a clear business driver story to management.

This role requires strong Excel skills, 5+ years of financial reporting experience, and the ability to lead cross-functional initiatives.

Qualifikationen

• 5+ years financial reporting and analysis experience, preferably in Life Insurance and Annuity.
• Proven leadership, organizational, interpersonal, analytical, and problem-solving skills.
• Strong communication and multi-tasking abilities with proficiency in Microsoft Excel.
• Experience with Oracle, Essbase, Alteryx, Tableau, and Workiva is a plus.

Aufgaben

• Facilitate quarterly GAAP and internal management close for Life products.
• Analyze CMD historical trends by product line and validate Plan assumptions.
• Compile CMD data for rating agency surveys and dashboards.
• Drive continuous process improvements in CMD Finance.
• Collaborate with internal and external experts to align with business strategies.
• Develop solutions to complex problems with minimal supervision.

Kenntnisse

Financial reporting

Financial analysis

Leadership

Excel

Team collaboration

Time management

Project management

Oral and written communication

Independent worker

Strategic thinking

Ausbildung

CPA

CMA

MBA

Tools

Oracle

Essbase

Alteryx

Tableau

Workiva

Jobbeschreibung

Pacific Life Insurance Company in Newport Beach, CA seeks a Senior Financial Analyst I to advance the Financial Planning and Analysis team. You will analyze Life Insurance and Annuity earnings, compare results to Plan, and help communicate a clear business driver story to management.

This role requires strong Excel skills, 5+ years of financial reporting experience, and the ability to lead cross-functional initiatives.