Sr. Financial Analyst II
Role Overview
Join Pacific Life’s Financial Planning and Analysis team in the Consumer Markets Division, supporting Annuities and Life Insurance.
Analyze Life Insurance and Annuity earnings results against plan and help communicate business drivers to internal management.
Work with a five-person team and collaborate with Finance, Actuarial, Valuation, Sales, Expense, and Investment colleagues.
Key Skills for This Role
Full Job Posting
Role overview
Join Pacific Life’s Financial Planning and Analysis team in the Consumer Markets Division, supporting Annuities and Life Insurance.
Analyze Life Insurance and Annuity earnings results against plan and help communicate business drivers to internal management.
Work with a five-person team and collaborate with Finance, Actuarial, Valuation, Sales, Expense, and Investment colleagues.
How you’ll contribute
- Facilitate quarterly close reporting for GAAP and STAT internal management requirements for Life.
- Research and report findings for Consumer Markets Finance, especially variances to plan by business driver.
- Collaborate with Actuarial, Sales, Experience Studies, and Expense Management teams to support robust forecasting.
- Analyze product-line historical trends to validate plan assumptions and identify current-period anomalies.
- Participate in the annual financial plan cycle and compare actuarial-model plan results with historical results.
- Evaluate procedures and recommend process improvements; develop solutions to complex problems with minimal supervision.
- Work with experts to identify solutions aligned with business strategies and guide staff on procedures, systems, and analyses.
Experience and qualifications
- At least 8 years of financial reporting and analysis experience; Life Insurance and Annuity industry experience is preferred.
- Strong leadership, organizational, interpersonal, analytical, and problem-solving skills.
- Organizational, time management, project management, communication, and multitasking skills.
- Microsoft Office familiarity and Excel proficiency are required; VBA programming is not required.
- Strong teamwork, partnership, collaboration, prioritization, and communication skills in a fast-paced environment.
- Ability to work independently on assignments of varying complexity.
- CPA, CMA, or MBA is preferred.
- Oracle, Essbase, Alteryx, Tableau, and Workiva proficiency is a plus.
Base pay
- The stated base pay range is $124,830 to $152,570; actual compensation depends on factors including experience, qualifications, and location.
- Most employees may be eligible for additional incentive pay.
Benefits
- Benefits are described as flexible and available starting on day one; the provided description begins listing health and wellbeing benefits.
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