Financial Analyst II

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 Financial Analyst II to join our CMD Sales Reporting and Analysis Team in Newport Beach, CA.

As a Financial Analyst II you’ll move Pacific Life, and your career, forward by providing internal business partners with insights needed to plan for and sustain profitable growth. You will fill a new role that sits on a team of 10 people in the Consumer Markets division. Your colleagues will include fellow Finance professionals.

How you’ll help move us forward:

• Utilize visualization skills to put critical information in the hands of senior leaders and provide insights that will drive business decisions

• Run weekly, monthly, quarterly sales data workflows, including reviewing, future enhancements, troubleshooting, and ongoing maintenance

• Update/populate sales reporting deliverables including Sales Plan, Forecast, Compensation expense, capital consumption, and ad hoc requests

• Collaborate with other CMD teams to ensure consistency in all data reported across division

• Support the transition to Snowflake, including creating a “Sales Reporting & Analysis” table, to allow daily updating of data and dashboards

• Build infrastructure for Life & Annuity custom Commission Analysis

• Performs technical analysis to determine present and future financial performance.

• Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.

• Performs economic research and studies in the areas of rates of return, depreciation, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.

• Uses data analysis methods to generate forecasts and “what if” scenarios to analyze trends with the goal of discovering useful information and suggesting conclusions to key stakeholders.

• May be responsible for unit’s annual budget process, expense/service fee/staff forecasts, or statistical reporting, including financial performance, variance explanations, and cost analysis. 

• Responsible for supporting the business with the objective of improving its profitability. 

• Manages financial plans, forecasts, and budget processes through business partnership and aligns enterprise objectives.

• Applies appropriate use of scenario planning and risk assessment techniques.

• Communicates range of potential outcomes to enable business decision-making. 

The experience you bring:

• 2+ years of relevant experience

• 4-year finance, economics, or accounting degree.

• Understanding of financial concepts

• Strong technical, analytical, organizational and problem-solving skills

• Strong Excel skills

• Ability to meet and manage responsibilities under tight time frames 

• Excellent communication skills, both oral and written

• Takes a new perspective using existing solutions 

• Works independently, receives minimal guidance

What makes you stand out:

• Experience with and understanding of life and annuity insurance products

• Experience with data transformation/preparation and visualization tools such as Alteryx, Tableau or Power BI

• Knowledge of SQL

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. .

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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  
 

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• 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

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.