Senior Finance Business Analyst II

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 Senior Business Analyst II to join our Finance Transformation team in Newport Beach, CA. This role can be on-site, or hybrid (local in the Newport Beach area).
As a Sr. Business Analyst II you’ll move Pacific Life, and your career, forward by analyzing and designing transformed processes for the Finance functions. Your colleagues will include Finance professionals, Actuaries and IT professionals. The team is multidisciplinary and looking at our Finance processes end-to-end.

As part of the Finance transformation delivery team, you’ll directly support Finance process & reporting leads and collaborate with business stakeholders and technology teams to provide analysis and design for key initiatives.

 How you'll help move us forward:

• Contribute to medium-to-large initiatives that may be strategic and/or cross-functional by conceptualizing complex business problems and translating business objectives into actionable solutions to deliver the most cost-effective innovative technology solutions for required business needs.

• Gather and analyze business requirements inclusive of data and reporting, industry best-practices and technical information to help design an end-to-end optimized business process and support information technology solutions as a bridge between people, process and technology.

• Understand the connection between Finance and Actuarial teams and the interrelated data requirements to support both functions (Finance, Actuarial, Data/IT) as a cross-functional liaison and interpreter.

• Document business requirements - serve as the liaison between the business and technology regarding new business solutions or enhancements to existing business solutions. Responsible for collaborating with all levels of business and technology teams.

• Understand the business area's strategy, customers, team structures, challenges and organizational relationships (internal and external).

• Understand the technology that impacts the business area and the related baseline operational expectations.

• Partner with technology teams to ensure business strategies and operational expectations are met or exceeded.

• Analyze complex business processes to make improvements and develop solution design approaches:

  • Contribute to discovery activities.

  • Lead/participate in building business capability roadmaps and process improvements.

  • Participate in Fit/Gap Analysis.

  • Document business requirements and process flow mappings.

  • Partner with Quality Assurance to build automated testing capabilities.

  • Lead User Acceptance Testing and ensure exit criteria is met.

• Collaborate with business subject matter experts, technology architects, various stakeholders and fellow analysts to design, manage implementation and support complex business and technology solutions.

• Provide project oversight in support of project management through monitoring and assessment of project status and actively work to mitigate risks.

• Maintain core documentation relating to process flows, data dictionaries and other key deliverables, from a Business and Technical perspective.

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The experience you bring:

• Bachelor's degree in business, finance or IT preferred.

• 8+ years of relevant experience preferred

• Exposure to Finance disciplines in life and/or annuities industry.

• Proficient computer skills, including Microsoft Office Suit, Microsoft Visio.

• Experience implementing and/or supporting ERP and/or EPM applications (preferably cloud-based).

• Experience supporting business analytics and/or data visualization projects.

• Experience documenting business, functional, and technical requirements.

• Ability to work independently with minimal guidance

• Experience documenting process flows at multiple levels.

• Excellent interpersonal skills and solid written and verbal communication.

• Ability to work with and understand data.

• May act as a resource for colleagues with less experience

• May lead functional team or projects

What makes you stand out:

• Experience in the financial services industry and an understanding of an insurance accounting close

• Experience or knowledge of Actuarial disciplines and industry concepts. 

• Experience with Lean Six Sigma methodology

• Experience leading business process design initiatives

• Experience with Oracle

• Understanding or experience with a finance transformation

#LI-KB1

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.
Benefits start Day 1.
Your wellbeing is important. We’re committed to providing 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 a 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.

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.

$118,800.00 - $145,200.00

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.