VP, Financial Planning & Analysis

Pacific Asset Management, LLC; Charlotte (NC); Hybrid; USD 245,000 - 275,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Paid time off

Parental leave

401k with company match

Job summary

Pacific Life Insurance Company in Charlotte, NC seeks a Vice President of Financial Planning & Analysis to lead FP&A across the Consumer Markets Division. This senior role partners with CMD executives to shape strategy, drive profitability, and provide decision support through rigorous analysis and forecasting.

You will oversee a high-performing team, coordinate across Product, Distribution, Actuarial, Risk, and Operations, and translate financial outcomes into actionable business insights that

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Actuarial Science, or a related field.
• 12+ years of progressive leadership experience in finance, actuarial, strategic planning, or related business disciplines.
• Demonstrated experience partnering with senior executives to influence strategy and major business decisions.

Responsibilities

• Lead FP&A planning, forecasting, performance management, and business analysis across assigned areas.
• Drive disciplined financial decision-making through rigorous analysis and scenario planning.
• Monitor business performance and provide insights to improve profitability and resource allocation.
• Support capital management, financial stewardship, and risk-adjusted decision-making.

Skills

Leadership

Financial planning

Forecasting

Strategic analysis

Executive communication

Education

Bachelor's degree in Finance

Job description

Job Description: At Pacific Life, we're committed to building a healthier, more resilient future for our policyholders, employees, communities, and shareholders. As a purpose-driven organization, we empower our leaders to make a meaningful impact while fostering an environment of collaboration, innovation, and continuous growth. We are seeking a Vice President of Financial Planning & Analysis to join our Consumer Markets Division (CMD). This position may be based in Newport Beach, CA, Omaha, NE, or Charlotte, NC. This role follows a hybrid schedule of four days in the office (on-site). If you are not currently located near one of our offices, we offer comprehensive relocation assistance. This highly visible leadership role will serve as a strategic partner to senior executives and business leaders, providing financial leadership, business insights, and decision support that help drive profitable growth, optimize performance, and advance key strategic objectives. As the Vice President of Financial Planning & Analysis, you will play a critical role in shaping the future of the Consumer Markets Division by connecting financial outcomes to business strategy, influencing enterprise decisions, and leading a high-performing team. This position offers a unique opportunity to operate as a key member of the CMD leadership team with broad influence across Product, Distribution, Inforce Management, Actuarial, Risk, Operations, and Executive Leadership.

How You'll Make an Impact…

Strategic Leadership

• Serve as a trusted advisor to CMD executives on business performance, growth opportunities, strategic priorities, and financial implications
• Translate complex financial and business information into actionable recommendations that support executive decision-making
• Evaluate strategic opportunities, investments, and initiatives that impact long-term business growth and profitability
• Partner with leadership to develop and execute business plans aligned with divisional and enterprise objectives
• Provide thought leadership on market trends, competitive dynamics, and emerging opportunities

Financial Leadership

• Lead financial planning, forecasting, performance management, and business analysis activities across assigned business areas
• Drive disciplined financial decision-making through rigorous analysis, forecasting, and scenario planning.
• Monitor business performance and provide insights that improve profitability, resource allocation, and operational effectiveness.
• Support capital management, financial stewardship, and risk-adjusted decision-making
• Ensure alignment between financial objectives and business strategy

Cross-Functional Partnership

• Collaborate closely with leaders across Product Development, Distribution, Inforce Management, Actuarial, Risk, Operations, Technology, and Corporate Finance
• Influence decisions across the end-to-end business value chain
• Foster alignment among stakeholders while balancing customer, operational, financial, and strategic considerations
• Lead and support enterprise initiatives that drive long-term value creation

People Leadership

• Lead, coach, and develop a team of finance professionals
• Create an environment that fosters accountability, collaboration, innovation, and continuous improvement.
• Build organizational capability through talent development, succession planning, and strategic workforce management
• Develop future leaders and strengthen the overall finance organization

The Experience You Bring…

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Actuarial Science, or a related field
• 12+ years of progressive leadership experience in finance, actuarial, strategic planning, or related business disciplines
• Demonstrated experience partnering with senior executives to influence strategy and major business decisions
• Strong financial acumen with experience in planning, forecasting, performance management, and strategic analysis
• Proven ability to lead and develop high-performing teams
• Exceptional communication, executive presence, and stakeholder management skills
• Experience operating effectively within complex, matrixed organizations

Preferred Qualifications

• MBA, Master's degree, or other advanced degree
• Experience within life insurance, annuities, financial services, or a related industry
• Understanding of actuarial, finance, risk, product, distribution, and operational drivers within a large financial services organization
• Experience supporting large-scale strategic initiatives, organizational transformation, or enterprise-level decision-making

Deadline to Apply: Friday, September 18, 2026

Base Salary Range: $245,000 - $275,000+ 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.

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 all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What's life like at Pacific Life?

Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.