Sr. Financial Analyst II

Job Overview

We’re actively seeking a talented Senior Financial Analyst II to join the Finance team in our Workforce Benefits Division. This role will be a critical partner to Sales Leadership and Finance Leadership, splitting time across sales analytics and strategic spend management/value tracking to support sound decision‑making and capital allocation.

• Sales Analytics (~50% of Working Hours)
  • Own end‑to‑end sales planning, including target setting, capacity assumptions, and alignment of forecast expectations with Sales leadership.
  • Partner with Sales leadership to develop and maintain continuous sales forecasts using multiple forecasting methodologies, incorporating emerging trends, leading indicators, and scenario analysis.
  • Monitor sales forecast accuracy, diagnose variances, and continuously refine models and inputs.
  • Produce regular sales reporting on a weekly, monthly, and quarterly cadence, supporting the standard sales reporting cycle and ad hoc analytic requests.
  • Support next‑best action decisioning by analyzing sales performance, pipeline dynamics, and productivity metrics and translating insights into clear recommendations.
• Strategic Spend Management (~50% of Working Hours)
  • Document, track, and monitor strategic spend initiatives across technology and capability investments, aligned to agreed delivery roadmaps and business objectives.
  • Design and maintain tooling (e.g., dashboards and reporting) to track spend, benefits realization, and efficiency gains by initiative and functional area.
  • Perform activity‑based costing to quantify cost drivers, efficiency improvements, and return on incremental investment.
  • Assess value realization relative to spend to inform decisions on whether to accelerate, maintain, or discontinue investment.
  • Partner with Finance, Sales, Technology, and Operations leadership to ensure alignment on assumptions, methodologies, and outcomes.
  • Communicate findings clearly and concisely to leadership, highlighting trends, risks, opportunities, and recommended actions.

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field, or equivalent experience.
• 5+ years of relevant experience for Senior Financial Analyst I; 8+ years for Senior Financial Analyst II.
• Strong experience in financial analysis, forecasting, and business partnering.
• Demonstrated experience working with sales data, performance metrics, and forecasting models.
• Experience with expense management, investment tracking, or value realization analysis.
• Advanced proficiency in Microsoft Excel; strong skills in PowerPoint.
• Ability to translate complex analysis into clear, decision‑ready insights for senior leaders.
• Strong stakeholder management skills and comfort operating in a dynamic, cross‑functional environment.

This role is on‑site a minimum of four days per week in our Newport Beach, CA;
Omaha, NE; or Charlotte, NC offices.

Base Pay Range: $ - $

• Medical, Dental, Vision, and Wellbeing Reimbursement Account usable by you and eligible dependents.
• Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Paid Parental Leave and Adoption Assistance Program.
• Competitive 401(k) savings plan with company match and an additional contribution regardless of participation.

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.