Pacific Life
Sr. Financial Analyst II
Pacific Life, Newport Beach, California, us, 92659
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 Expense Management team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.How You’ll Help Move Us Forward
Prepare annual budget of operating expenses for Consumer Markets Division (CMD).
Cross-departmental coordination between budget stakeholders, payroll, financial systems team, financial controls team, human resources, and other divisions.Report monthly, quarterly and annual expense performance vs plan.Prepare reports for key stakeholders of annual expense budget, budget targets, expense drivers and expense trends.Work proactively with key stakeholders to capture all planned expenses within the planning system.Review and analyze Corporate allocations.
Identify emerging trends through analytics associated with expense drivers and other key metrics.
Gather data and analyze trends and relationships with expense drivers.Develop key performance indicators, set benchmarks and generate a forecast and expense goals.
Month End Close
Provide quarterly reporting to FP&A and Enterprise Finance team.Work with key stakeholders to estimate accruals needed at year-end.Act as central contact for the Enterprise Accounting team.Record monthly journal entries for capitalization and reclassifications.Advocate and champion continuous improvement within the functional area as well as throughout the organization.
The Experience You Bring
7+ years relevant experience.3+ years experience as a Business Partner to Operations in a cross-functional decision support role within finance.Bachelor’s degree in Accounting preferred, Finance, Economics, or Mathematics considered with equivalent work experience in Accounting. CPA preferred.High attention to detail, accountability, and responsiveness to requests.Excellent written and verbal communication skills.Ability to connect the dots and see downstream impact on decisions and actions made upstream.Ability to work cooperatively and collaboratively with all levels of employees to maximize performance, creativity, problem-solving and results.What Makes You Stand Out
Experience with Essbase, Hyperion Planning, PeopleSoft, and/or similar systems.Experience with expense allocation methodologies and Activity Based Costing a plus.Experience with Alteryx, dashboarding and visualization tools a plus.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.
$118,800.00 - $145,200.00Your 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.Competitive 401k savings plan with company match and an additional contribution regardless of participation.EEO Statement
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
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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 Expense Management team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.How You’ll Help Move Us Forward
Prepare annual budget of operating expenses for Consumer Markets Division (CMD).
Cross-departmental coordination between budget stakeholders, payroll, financial systems team, financial controls team, human resources, and other divisions.Report monthly, quarterly and annual expense performance vs plan.Prepare reports for key stakeholders of annual expense budget, budget targets, expense drivers and expense trends.Work proactively with key stakeholders to capture all planned expenses within the planning system.Review and analyze Corporate allocations.
Identify emerging trends through analytics associated with expense drivers and other key metrics.
Gather data and analyze trends and relationships with expense drivers.Develop key performance indicators, set benchmarks and generate a forecast and expense goals.
Month End Close
Provide quarterly reporting to FP&A and Enterprise Finance team.Work with key stakeholders to estimate accruals needed at year-end.Act as central contact for the Enterprise Accounting team.Record monthly journal entries for capitalization and reclassifications.Advocate and champion continuous improvement within the functional area as well as throughout the organization.
The Experience You Bring
7+ years relevant experience.3+ years experience as a Business Partner to Operations in a cross-functional decision support role within finance.Bachelor’s degree in Accounting preferred, Finance, Economics, or Mathematics considered with equivalent work experience in Accounting. CPA preferred.High attention to detail, accountability, and responsiveness to requests.Excellent written and verbal communication skills.Ability to connect the dots and see downstream impact on decisions and actions made upstream.Ability to work cooperatively and collaboratively with all levels of employees to maximize performance, creativity, problem-solving and results.What Makes You Stand Out
Experience with Essbase, Hyperion Planning, PeopleSoft, and/or similar systems.Experience with expense allocation methodologies and Activity Based Costing a plus.Experience with Alteryx, dashboarding and visualization tools a plus.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.
$118,800.00 - $145,200.00Your 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.Competitive 401k savings plan with company match and an additional contribution regardless of participation.EEO Statement
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
#J-18808-Ljbffr