Senior 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 Senior Financial Analyst II to join our Technology Finance Team in Newport Beach, CA.

• This role is on-site. You’ll work at our state-of-the-art Newport Beach headquarters (4 days in person)

How you’ll help us move forward:

Core Responsibilities:

Technology Budgeting & Forecasting

• Develop and manage annual technology budgets and multi-year forecasts.

• Track capital and operating expenses for platforms, applications, infrastructure and various initiatives.

Technology Business Management

• Leverage our TBM capability to provide our Divisional Technology CIOs with insights on Total costs of ownerships, Tech debt risk / remediation, consumption and unit cost efficiencies

Investment Analysis

• Evaluate ROI and business cases for technology projects.

• Provide financial insights for vendor negotiations and contract renewals.

Performance Reporting

• Deliver dashboards and executive reports on technology spend, variances, and KPIs.

• Partner with IT leadership to monitor run vs. grow vs. transform spend. This includes fixed vs. variable attributions

Governance & Compliance

• Ensure adherence to corporate financial policies and technology governance standards.

• Support audits and compliance reviews for technology expenditures.

Data & Tools

• Leverage EPM tools (Oracle, EPBCS), BI platforms (Power BI), and ITFM systems (Apptio or similar).

• Drive automation and analytics for improved financial transparency.

The experience you bring:

• Education: Bachelor’s in Finance or related field; MBA/CPA/CFA preferred.

• Experience: 3–5+ years in FP&A with a focus on technology or IT financial management.

• Technical Skills:

• Advanced Excel and financial modeling

• Familiarity with ITFM tools and cloud cost management

• Soft Skills:

• Strong communication and ability to influence technology stakeholders

• Analytical mindset with attention to detail

What makes you stand out:

• Ability to translate Technology strategies and roadmaps into financial impacts.

• Proactive in identifying cost optimization opportunities.

• Comfortable working in a dynamic, technology-driven environment.

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.

#LI-TM1

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.

$121,770.00 - $148,830.00

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