Financial 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. Its a big ask, but its 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 its the right thing to do. Pacific Life is more than a job, its a career with purpose. Its a career where you have the support, balance, and resources to make a positive impact on the future including your own. Were actively seeking a talented Financial Analyst II to join our CMD Sales Reporting and Analysis Team in Newport Beach, CA. As a Financial Analyst II youll move Pacific Life, and your career, forward by support Annuity and Life Distribution Partner Profitability analysis providing insights into our relationships and opportunities for sustained profitable growth. You will fill a new role that sits on a team of 12 people in the Consumer Markets division. Your colleagues will include fellow Finance professionals. How youll help move us forward: Utilize visualization skills to put critical information in the hands of senior leaders and provide insights that will drive business decisions Update/populate sales reporting deliverables including Sales Plan, Forecast, Compensation expense, capital consumption, and ad hoc requests Collaborate with other CMD teams to ensure consistency in all data reported across division Build and support the infrastructure for Life & Annuity custom Commission Analysis Understand and analyze Pacific Lifes distribution partnerships and channels, including product lines sold, compensation requirements and other expenses Support the Annuity and Life Partner Profitability, including data gathering, quarterly calculations and analysis of results Performs technical analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Responsible for supporting the business with the objective of improving its profitability. Communicates range of potential outcomes to enable business decision-making. The experience you bring: 2+ years of relevant experience 4-year finance, economics, or accounting degree. Understanding of financial concepts Strong technical, analytical, organizational and problem-solving skills Strong Excel skills Ability to meet and manage responsibilities under tight time frames Excellent communication skills, both oral and written Takes a new perspective using existing solutions Works independently, receives minimal guidance What makes you stand out: Experience with and understanding of life and annuity insurance products Experience with data transformation/preparation and visualization tools such as Alteryx, Tableau or Power BI Knowledge of SQL You can be who you are. People come first here. Were committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. Whats life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-EH2 Base Pay Range: The base pay range noted represents the companys 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. $82,800.00 - $101,200.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and were 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, weve 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. Were over 150 years old, but theres more to us than heritage. Were ambitious. Were committed to building a better future for our organization, our employees, our customers, and our communities and we have the experience, resources, and financial strength to make it happen. Were investing in innovation. Were honing our expertise. Were empowering our people: growing digital skills and fostering the disruptive thinking we need to give us the edge in an increasingly competitive global marketplace. Have ambitions of your own? Lets achieve them together. At Pacific Life, we believe that success comes down to our people. Thats why were committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our Life at Pacific Life. Don't see the dream job you are looking for? Click "Get Started" below to drop off your contact information and resume and we will reach out to you if we find a match.