Senior Financial Analyst

Job Summary
:
Pacific Life is a company dedicated to providing for its policyholders and transforming the industry. They are seeking a Senior Financial Analyst to support financial reinsurance initiatives, provide analytical and technical support, and improve reinsurance processing and reporting.

Responsibilities
:

• Provide analytical and technical support for all reinsurance financial activities and all reinsurance systems.

• Perform financial evaluation and analysis for new and evolving financial reinsurance initiatives. Assist in explaining quarterly financial variances.

• Prepare quarterly financial information for all reinsurance arrangements to be used for accruals and settlements ensuring that all non-system reinsurance calculations are compliant with treaty provisions. Perform financial evaluation and analysis for assigned agreements. Prepare ad-hoc financial analysis and management reports as requested by senior management. Provide timely, relevant and accurate reporting & analysis of these results.

• Handle bank reconciliation, audits, and wire processing coordination as part of daily responsibilities.

• Review overall processes to determine improvements and gain efficiency.

• Lead ongoing process improvements with the goal of transforming quarter-end financial reporting processes for all Modco and Financial reinsurance arrangements.

• Drive efficiencies and improve effectiveness to allow Reinsurance Operations to achieve our strategic objectives of both mitigating additional risk in the area and identifying strategic opportunities that leverage technology to help enhance and drive efficiencies.

• Use best practices and knowledge of internal or external business practices to improve services and solve long-term problems.

• Data mining with the ability to analyze data and draw relevant conclusions.

• Research, investigate and analyze all aspects of assigned projects. Demonstrates significant knowledge and understanding of all relevant aspects of each assigned project.

• Works with experts to consider options and identify solutions that best align with business strategies.

• Develop solutions to complex problems, requiring the regular use of ingenuity and creativity.

• Represents the department and coordinates creation and delivery of all business needs including data feeds, communications, training, and business procedures/documentation. Works with minimal supervision and receives minimal guidance on complex problems.

Qualifications
:
Required
:

• Strong proficiency with Alteryx, including building complex workflows for automation and data validation.

• Solid SQL skills and experience working with Snowflake for querying and data transformation.

• Experience automating business processes using tools such as Alteryx, Python, Power Automate, or similar platforms.

• Strong analytical problem‑solving skills and attention to detail, especially with complex financial or operational datasets.

• Ability to document processes clearly and communicate recommendations to technical and non‑technical partners.

• Proven leadership, organizational, interpersonal, analytical, and problem-solving skills.

• Strong team building, partnership and collaboration skills.

• Demonstrated ability to prioritize/communicate conflicting demands in a fast-paced environment.

• Ability to work independently on assignments of various levels of complexity.

• 4-year degree or equivalent combination of work and experience.

Preferred
:

• An advanced degree.

• Financial reporting and progressive accounting experience.

• Life insurance, Annuity and /or reinsurance reporting.

• Familiarity with Enterprise Data practices, Agile delivery and its tools like Azure Dev Ops, along with knowledge of data governance and quality.

• Exposure to modern AI-powered analytics or automation tools.

• Experience with in reinsurance administrative systems such as TAI.

• Proficiency with Tableau for potential dashboard development and Tableau Server publishing.

Company
:
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds. Founded in 1868, the company is headquartered in Newport Beach, USA, with a team of  employees. The company is currently Late Stage.