Senior Finance Business 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 Business Analyst II to join our Finance Transformation team in Newport Beach, CA. This role can be on-site, or hybrid (local in the Newport Beach area).

As a Sr. Business Analyst II you’ll move Pacific Life, and your career, forward by analyzing and designing transformed processes for the Finance functions. Your colleagues will include Finance professionals, Actuaries and IT professionals. The team is multidisciplinary and looking at our Finance processes end-to-end.

As part of the Finance transformation delivery team, you’ll directly support Finance process & reporting leads and collaborate with business stakeholders and technology teams to provide analysis and design for key initiatives.

 How you'll help move us forward:

• Contribute to medium-to-large initiatives that may be strategic and/or cross-functional by conceptualizing complex business problems and translating business objectives into actionable solutions to deliver the most cost-effective innovative technology solutions for required business needs.

• Gather and analyze business requirements inclusive of data and reporting, industry best-practices and technical information to help design an end-to-end optimized business process and support information technology solutions as a bridge between people, process and technology.

• Understand the connection between Finance and Actuarial teams and the interrelated data requirements to support both functions (Finance, Actuarial, Data/IT) as a cross-functional liaison and interpreter.

• Document business requirements - serve as the liaison between the business and technology regarding new business solutions or enhancements to existing business solutions. Responsible for collaborating with all levels of business and technology teams.

• Understand the business area's strategy, customers, team structures, challenges and organizational relationships (internal and external).

• Understand the technology that impacts the business area and the related baseline operational expectations.

• Partner with technology teams to ensure business strategies and operational expectations are met or exceeded.

• Analyze complex business processes to make improvements and develop solution design approaches:

  • Contribute to discovery activities.

  • Lead/participate in building business capability roadmaps and process improvements.

  • Participate in Fit/Gap Analysis.

  • Document business requirements and process flow mappings.

  • Partner with Quality Assurance to build automated testing capabilities.

  • Lead User Acceptance Testing and ensure exit criteria is met.

• Collaborate with business subject matter experts, technology architects, various stakeholders and fellow analysts to design, manage implementation and support complex business and technology solutions.

• Provide project oversight in support of project management through monitoring and assessment of project status and actively work to mitigate risks.

• Maintain core documentation relating to process flows, data dictionaries and other key deliverables, from a Business and Technical perspective.

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The experience you bring:

• Bachelor's degree in business, finance or IT preferred.

• 8+ years of relevant experience preferred

• Exposure to Finance disciplines in life and/or annuities industry.

• Proficient computer skills, including Microsoft Office Suit, Microsoft Visio.

• Experience implementing and/or supporting ERP and/or EPM applications (preferably cloud-based).

• Experience supporting business analytics and/or data visualization projects.

• Experience documenting business, fun