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. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.

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

#LI-KB1

You can be who you are.

People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

Benefits start Day 1.

Your wellbeing is important. We’re committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve g