Director Financial Analysis

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

As a Director, Financial Planning and Analysis , you’ll play a key role in Pacific Life’s growth and long-term success by building a modern finance function within the Institutional division through oversight of planning, forecasting, budgeting, expense management, and reporting results to divisional and corporate executive management.

How you’ll help move us forward:

• Oversee delivery of accurate, timely, and high-quality financial analysis and strategic support to senior management (Institutional Division and Corporate)

• Mature and enhance the Institutional Division’s governance of forecasting, planning, and analysis to enable efficient and effective execution

• Manage the preparation of financial forecasts, projections, and analyses of financial and operational results that provide the story behind the financial data

• Analyze financial data and define relevant information to interpret data for determining past financial performance and/or projection of future financial results

• Work effectively with other departments/divisions to ensure business issues are resolved for the success of Pacific Life

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

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

• Lead a team of skilled financial analysts

The experience you bring:

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

• 10+ years of leadership experience with mix of public accounting and private accounting and relevant financial planning and analysis experience is strongly preferred

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

• Superior analytical and communication skills with the ability to analyze and tell the story of financial data sets

• Track record of attracting, leading, developing and retaining talent

• Ability to work well under pressure and manage multiple deliverables

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

• Strong 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

• High level of integrity and sensitivity to confidential information

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.

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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.

$159,660.00 - $195,140.00

Your Benefits Start Day 1  
 

Your wellbeing is importa