Financial Data 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 are seeking a highly motivated Financial Data Analyst II with strong Power BI skills to join our Business Insights team in Newport Beach, CA.
How you’ll help move us forward:

• Develop, enhance, and maintain Power BI dashboards focused on global expense and cost management.

• Gather, organize, and integrate financial and non-financial data (structured and non-structured) from various sources.

• Develop scalable calculation logic and transformation pipelines for core financial metrics

• Develop and maintain trusted, scalable datasets that serve as the foundation for Power BI dashboards and enterprise insights

• Partner with finance teams to translate business requirements into effective data visualizations.

• Ensure data quality, accuracy, and consistency across all reports and dashboards.

• Implement automated data refresh schedules and performance optimization for Power BI reports.

• Document dashboard logic, data sources, and business rules for transparency and reproducibility.

• Support ad hoc analysis and reporting requests from finance and leadership teams.

• Run automated validation checks to identify and address data quality issues.

• Troubleshoot and resolve data feed issues, escalating when necessary.

• Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency.

The experience you bring:

• Bachelor’s degree in Finance, Data Analytics, Information Systems, or a related field.

• 2–4 years of experience in a data analytics or business intelligence role, preferably in a finance or corporate environment.

• Proven experience building Power BI dashboards, data modeling using data visualization and storytelling best practices, and DAX.

• Strong knowledge of database design, ETL process, and data validation

• Strong working knowledge of Excel, and experience querying relational databases using SQL.

• Intermediate Power Query skills

• Familiarity with budgeting and forecasting processes.

• Strong analytical thinking, high attention to detail, and problem-solving skills.

• Ability to identify process improvement and confidence to implement them

• Ability to multi-task effectively while maintaining a high quality of work

• Excellent communication skills (verbal and written), with the ability to explain technical concepts to non-technical audiences.

• Reliable, self-motivated, and responsible with their time management

• Ability to work effectively with others, as well as provide excellent customer service

What makes you stand out:

• Experience with ERP systems (e.g., Oracle, Workday).

• Experience in finance modeling and reporting

• Knowledge of global expense categories, policies, and controls.

• Experience working with cloud data platforms (e.g., Snowflake) a plus.

• Understanding of data governance and privacy compliance for financial data.

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.