Operations Analyst

Must have:

• Ideally 4+ years of experience in the financial services sector or a comparable field, preferably in a service-oriented operations context.
• Proven commitment to delivering exceptional service to both internal and external clients.
• Basic understanding of project management principles in an operational environment.
• Strong verbal and written communication skills, with the ability to facilitate meetings effectively and drive positive results.
• Proven time management skills, adept at overseeing multiple processes and meeting concurrent deadlines in a fast-paced setting.
• Demonstrated analytical and critical thinking abilities; capable of identifying and resolving barriers to project success.
• Strong collaboration skills to work effectively with individuals at all levels.
• Ability to work autonomously with minimal supervision.

• Initiate and implement projects using Project Management tools; lead kick-off meetings with stakeholders to define roles, scope, objectives, timeline, budget, and project plans.
• Independently organize and conduct effective planning sessions and meetings to maintain project momentum; develop and monitor project plans as needed.
• Facilitate discussions with external stakeholders such as Technology and Compliance to address questions or remove obstacles.
• Collaborate with key stakeholders to create approaches and solutions, including needs assessments and cost-benefit analyses.
• Develop implementation strategies to minimize disruptions to departmental workflows and ensure sustainable deliverables.
• Work closely with management and team members to gather feedback and direction on project strategies and challenges.
• Identify, manage, and track risks, issues, and dependencies that may affect project scope and timelines.
• Collaborate with Operations teams and subject matter experts to create comprehensive business requirements.
• Partner with Operations and external stakeholders to assess how proposed changes will integrate into existing business processes and determine if modifications or new processes are necessary.
• Organize productive meetings with all internal and external business teams and subject matter experts to facilitate project progress.
• Deliver clear and concise updates on project status to various leadership levels as required.
• Communicate significant changes in project scope, schedule, or costs promptly to the project team and leadership.
• Draft clear and concise communications for Operations teams about project updates and deployments.
• Ensure meeting agendas and minutes are succinct and distributed in a timely manner.
• Update project management tools with relevant project documentation and artifacts, ensuring clarity and comprehensibility.
• Create technology requests as necessary, adhering to submission guidelines.
• Collaborate with Training and Documentation teams to update all relevant documentation, SOPs, and job aids to reflect project changes.
• Obtain feedback and acceptance from stakeholders following project completion.
• Address any post-implementation inquiries promptly and thoroughly.
• Document and share lessons learned and best practices within the team.
• Conclude all project activities and properly archive the project documentation in Project Management tools.
• Collaborate with IT to prioritize ongoing tasks following the project’s initial launch.
• Foster a positive service experience with both internal and external partners, receiving positive feedback from stakeholders regarding communication and implementation effectiveness.
• Meet deadlines for performance evaluations and goal-setting sessions.
• Work with managers and colleagues to seek feedback and explore areas for professional development.
• Pursue knowledge growth in core operational processes and systems to enhance performance support.
• Arrive prepared for coaching sessions and follow through on development plans.
• Stay informed about operational changes to provide optimal support.

Company:

At Pacific Life, we pride ourselves on being more than just an employer; we cultivate meaningful careers with a purpose. Our team is committed to supporting one another and continually innovating to improve our services and the financial future of our policyholders. We are currently looking for a skilled Project Analyst to join our Operations Project Team located in either Newport Beach, CA, or Omaha, NE.

This hybrid role not only offers a work-life balance but also provides the tools and resources you need to make a significant impact on both your career and the experiences of our customers. Our commitment to diversity, equity, and inclusion ensures that you can bring your authentic self to work as we strive to create a welcoming environment for all.