Lead Financial Analyst

*
* Job Description:

** We’re actively seeking a Lead Financial Analyst to join our Pacific Life Investment (PLI)
Finance team in Newport Beach, CA.

** How you’ll help move us forward:
***
* Key Responsibilities:

*** 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.
** Planning:
*** 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.
** Quarterly and Ad-Hoc Forecasting:
*** 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.
** Performance/Management Reporting:
*** 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.
** The experience you bring:
*** 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.
** What makes you stand out:
*** Advanced Excel skills and proficiency in financial systems and tools, including Copilot, Oracle ERP, Oracle EPM, Tableau, Business Objects, Workiva (WDesk).
* Strong background in financial planning and analysis (FP&A) or corporate finance, particularly in a life and annuity insurance company.
* Demonstrated track record of initiative, innovation, and deep analytical or data-driven capabilities.
* MBA, CPA, CFA, or actuarial certification a plus.
** You can be who you are.**      #LI-KP1
** 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…