Lead Financial Analyst

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 Lead Financial Analyst to join our Pacific Life Investment Finance team in Newport Beach, CA.

• Continuously enhance planning and forecasting processes, tools, and methodologies to drive greater transparency, efficiency, and accuracy.
• Produce timely, high-quality financial forecasts, projections, and performance analyses of financial and operational results that clearly articulate the narrative behind the numbers.
• Prepare financial analyses for determining past financial performance and/or projection of future financial results.
• Support new and evolving work streams, adapting responsibilities as priorities and business needs shift.
• Document and maintain clear, detailed departmental procedures to support consistency, compliance, and knowledge sharing.

• Drive and support the annual plan process for the Corporate Surplus and Capital Markets divisions.
• Accumulate, review, and challenge assumptions and business segment inputs to be utilized in planning and forecasting processes.
• Develop the plan for impairments and Underwritten Equity, ensuring alignment with other divisions (CMD, , and PLRe) for inclusion in their plans.
• Review and oversee investment-related data for reasonability, coordinating with Investment Strategy and front office.
• Develop "what if" scenarios to help identify trends and support informed decision-making by key stakeholders.

• Prepare and analyze quarterly financial forecasts and monthly forecasted cashflow projections, ensuring they reflect the latest business conditions and strategic priorities.
• Respond to ad-hoc forecasting requests from senior management and other stakeholders.
• Build/refine and present financial models and analyses to address specific business questions.
• Communicate forecast results and insights to stakeholders in a clear and concise manner.

• Partner with key stakeholders to analyze quarterly results and develop analytics and management reporting that clearly explain business results and inform strategic decision-making.
• Prepare variance and attribution analysis for internal stakeholders, highlighting key trends and performance drivers.
• Contribute to the preparation of quarterly board reporting and quarterly business reviews.
• Support effort to develop comprehensive spread analysis framework, including production of quarterly reports for review with divisions.

• Bachelor's degree in finance, accounting, business administration, or a related field.
• 10+ years of experience of progressive experience in professional accounting, FP&A, finance, or actuarial roles, preferably within the Insurance industry.
• Fundamental understanding of financial statements, financial planning, and analysis concepts.
• Strong analytical, technical, and problem-solving abilities, including financial modeling, forecasting, budgeting, and data interpretation.
• Ability to meet and manage multiple responsibilities under tight time frames independently.
• Excellent verbal and written communication skills for effective interactions, with experience working cross-functionally with different departments.
• Strong project management skills to plan, lead, and coordinate initiatives across the divisions.
• Continuous improvement mindset, collaborative and inclusive.
• Proficiency in Excel and PowerPoint.

• Advanced Excel skills and proficiency in financial systems and tools, including Copilot, Oracle ERP, Oracle EPM, Tableau, Business Objects,…