Financial Analysis Consultant

Job Description:

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 talented Consultant - FP&A and Business Insights to join our Pacific Life Investments 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.

• Establish key relationships within PLI and external PLI (ERM, Accounting, Accounting Policy, Treasury, Divisional Finance, Enterprise FP&A)

• Document and maintain clear, detailed departmental procedures to support consistency, compliance, and knowledge sharing.

Planning:

• Develop and support the annual plan process for Pacific Life Investments, including Corporate Surplus Assets.

• Accumulate, review, and challenge assumptions and business segment inputs to be utilized in PLI planning and forecasting processes.

• Develop the plan for impairments and Underwritten Equity, ensuring alignment with divisions (CMD, ID, and PLRe) for inclusion in their plans.

• Review and oversee investment 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, ensuring they reflect the latest business conditions and strategic priorities.

• Respond to ad-hoc forecasting requests from senior management and other stakeholders.

• Develop 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 Reporting:

• Produce standardized management reports and analytics for the operating units.

• Prepare variance and attribution analysis for internal stakeholders, highlighting key trends and performance drivers.

• Monitor and evaluate the performance of PLI, including the surplus portfolio, and provide feedback and development opportunities.

• Calculate and monitor risk-adjusted returns. Derive insights to inform investment strategies and decision-making.

Management Reporting:

• In partnership with Investment Strategy and PLI senior leadership, assist in 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.

Budgeting and Expense Management:

• Assist in the development of PLI's annual budget, ensuring alignment with the company's strategic goals and financial objectives.

• Support the preparation of updated financial forecasts, including variance analyses to inform data-driven decision-making.

• Monitor PLI actual expenses to ensure adherence to the approved budget, identifying and addressing any variances in a timely manner.

• Analyze actual, budgeted, and forecasted PLI expense data and prepare insightful reports for senior management, highlighting key trends, risks, and opportunities.

• Identify and recommend opportunities for cost savings and efficiency improvements.

The experience you bring:

• 8+ years of experience of progressive experience in professional accounting, FP&A or finance.

• Bachelor's degree in finance, accounting, business administration, or a related field.

• Proficiency in financial modeling, forecasting, budgeting, and analysis.

• Strong technical, analytical, and problem-solving skillsto interpret complex financial data.

• Ability to meet and manage responsibilities under tight time frames.

• Strong verbal and written communication skills for effective interactions.

• Experience working cross-functionally with different departments.

• Continuous improvement mindset, collaborative and inclusive.

• Ability to work independently.

What makes you stand out:

• Advances Excel skills and proficiency in financial systems and tools, including 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.

• MBA, CPA. or CFA certification a plus.

• Understanding of investments accounting.

You can be who you are.

People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

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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 posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation

EEO Statement:

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. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.