Director Financial Analysis

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Newport Beach, CA
In-Office
164K-200K Annually
Financial Services
The Role

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. 

In this role, you will be a key member of the Finance & Actuarial Projects team. You will work closely with A&R to understand their vision, business requirements/ solutions for Blue. You will ensure proper interconnectivity and dependency between the 3 workstreams, (FP&A, Actuarial, A&R) and validate Blue’s end-to-end design will enable the achievement of Blue’s success metrics and goals. This includes partnering with leads, across and within workstream to understand their requirements (leveraging the workstream’s completed business requirements) and partnering with the technology & data teams (including SI partners) to understand the technology & data solutions.

You will focus on driving execution within the predefined timelines, budgets and benefits. This includes:

  • Being well versed in critical path milestones including status, % complete, high-risk issues and the leadership / empowerment to drive resolution.

  • Functional experience to partner with business/tech partners to identify dependent activities within individual Blue FP&A workstream, across Blue workstreams and projects outside of Blue

  • Provide guidance on Critical Path

  • Create/Maintain dependency mapping  (visualization) 

  • Work with business to evaluate current state processes and identify which workflows could be automated, modified/optimized, or eliminated

  • Coordinate and drive discussions once decisions  (i.e. Design Authority) are made to ensure business processes and stakeholders are evaluated from beginning (source) to end (report).

  • Partner with Change/Comm to ensure appropriate communication of process changes to impacted stakeholder groups

You will lead process redesign for specific areas with the end goal of optimizing hand-offs across the enterprise (between the functional areas and corporate vs. divisions), eliminating duplicate efforts or gaps, and maximizing efficiencies. This includes:

  • Validating business requirements gathered optimizes the use of the various system platforms (Art of the possible)

  • Working with business leads, across Accounting, FP&A and Actuarial and the technology/ data team to develop process flows that connect the end to end, with a focus on A&R, to identify gaps, areas of improvement (break down silos)

Your success aligns with the new capabilities and KPIs as outlined in the Blue approved CBAs.

You will lead workshops of varying scale and including all levels.

You will build industry relationships and proactively meet with vendors and other finance organization outside of PL to gain best practices, apply learning lessons, identify new technology, and usage of tools

You will lead and manage various ad-hoc projects within the Finance & Actuarial Projects team that map to our broader goal of driving process efficiencies and automation.

You will lead/mentor business analysts.

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.

$163,620.00 - $199,980.00

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.

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The Company
HQ: Newport Beach, CA
3,447 Employees
Year Founded: 1868

What We Do

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list.

Learn more about Pacific Life:
www.instagram.com/pacificlife
www.twitter.com/pacificlife
www.facebook.com/PacificLife
www.youtube.com/user/PacificLifeInsurance

Please review our social media guidelines: paclife.co/social

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