Financial Planning and Analysis Consultant

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 Planning and Analysis Consultant to join our Institutional Division Finance team in Newport Beach, CA or Omaha, NE. This role can be on-site, working at our state-of-the-art Newport Beach headquarters or modern Omaha office, or hybrid, where we believe in empowering our employees to get work done both in and out of the office.

As a Financial Planning and Analysis Consultant, you’ll play a key role in Pacific Life’s growth and long-term success by supporting the division's planning, forecasting, budgeting, expense management, and reporting of results to divisional and corporate executive management.

How you’ll help move us forward:

• Participate on or lead various finance, new business, or product development initiatives and projects for the Institutional Division

• Participate on or lead various enterprise initiatives and projects as a representative for the Institutional Division

• Prepare accurate, timely, and high-quality financial forecasts, projections, and analyses of financial and operational results that provide the story behind the financial data

• Prepare financial analyses for determining past financial performance and/or projection of future financial results

• Work with key stakeholders across the division to analyze quarterly results and develop analytics and management reporting to understand business results and support strategic decision-making

• Prepare ad-hoc financial analysis and management reports as requested by senior management

The experience you bring:

• Bachelor’s degree required in Business, Finance, Accounting, or related field

• 7+ years of experience with mix of public accounting and private accounting and finance experience strongly preferred

• Experience in Insurance industry or relevant experience in a Financial Planning and Analysis role is preferred

• Experience in developing projections, analytics, and reporting of financial results; strong understanding of business drivers and results

• Demonstrated initiative to quickly pick up new concepts and tools, as well as identify and implement improvements

• Ability to work well under pressure and manage multiple deliverables

• Strong project management skills to plan, lead, and coordinate initiatives across the division

• Fundamental understanding of financial statements, financial planning, and analysis concepts

• Experience in analytical, reporting, and modeling tools, including Hyperion Planning (EPBCS), OAC, Essbase/Smartview, Power BI, and wDesk is preferred

• High level of proficiency in Excel and PowerPoint

What makes you stand out:

• CPA/CFA or equivalent preferred; MBA may be considered

• Track record of innovation, initiative, and deep analytical capabilities

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.

 

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.

$144,630.00 - $176,770.00

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, Denta