Director Financial Analysis

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 Director, Financial Planning and Analysis to join our Institutional Division Finance team in Newport Beach, CA. This role can be on-site, working at our state-of-the-art Newport Beach headquarters, or hybrid, where we believe in empowering our employees to get work done both in and out of the office.
As a Director, Financial Planning and Analysis , you’ll play a key role in Pacific Life’s growth and long-term success by building a modern finance function within the Institutional division through oversight of planning, forecasting, budgeting, expense management, and reporting results to divisional and corporate executive management.
How you’ll help move us forward:

• Oversee delivery of accurate, timely, and high-quality financial analysis and strategic support to senior management (Institutional Division and Corporate)

• Mature and enhance the Institutional Division’s governance of forecasting, planning, and analysis to enable efficient and effective execution

• Manage the preparation of financial forecasts, projections, and analyses of financial and operational results that provide the story behind the financial data

• Analyze financial data and define relevant information to interpret data for determining past financial performance and/or projection of future financial results

• Work effectively with other departments/divisions to ensure business issues are resolved for the success of Pacific Life

• Prepare ad-hoc financial analysis and management reports as requested by senior management

• Participate or lead various finance, new business, or product development initiatives and projects for the Institutional Division

• Lead a team of skilled financial analysts

The experience you bring:

• Bachelor’s degree required in Business, Finance, Accounting, or related field

• 10+ years of leadership experience with mix of public accounting and private accounting and relevant financial planning and analysis experience is strongly preferred

• Experience in Insurance industry or relevant experience in a Financial Planning and Analysis role is preferred

• Superior analytical and communication skills with the ability to analyze and tell the story of financial data sets

• Track record of attracting, leading, developing and retaining talent

• Ability to work well under pressure and manage multiple deliverables

• Strong project management skills to plan, lead, and coordinate initiatives across the division

• Strong understanding of financial statements, financial planning, and analysis concepts

• Experience in analytical, reporting, and modeling tools, including Hyperion Planning (EPBCS), OAC, Essbase/Smartview, Power BI, and wDesk is preferred

• High level of proficiency in Excel and PowerPoint

• High level of integrity and sensitivity to confidential information

What makes you stand out:

• CPA/CFA or equivalent preferred; MBA may be considered

• Track record of innovation, initiative, and deep analytical capabilities

You can be who you are.
People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion 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.

$159,660.00 - $195,140.00

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.