Financial Analyst II

Reposted 7 Days Ago
Newport Beach, CA, USA
In-Office
85K-104K Annually
Mid level
Financial Services
The Role
The Financial Analyst II supports expense management processes, tracks project expenses, prepares executive reporting, and drives continuous improvement in financial processes. Responsibilities include financial governance, budget tracking, and ad hoc analyses.
Summary Generated by Built In

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 Financial Analyst II to join our Enterprise Business Insights in Newport Beach, CA.

As a Financial Analyst II, you’ll move Pacific Life, and your career, forward by supporting our expense management processes with our Enterprise Function and Business Partners. You will fill a new role that sits on a team of 4 people in the Enterprise division. Your colleagues will include Financial Analyst and other Enterprise Finance and Accounting professionals. The role is an integral part of our Expense Management team to help ensure financial accuracy and discipline for the Enterprise.

How you’ll help move us forward:
•Prepare and post journal entries under guidance to support effective expense management.
•Track enterprise project expenses and provide financial governance.
•Collaborate with team members and stakeholders to prepare executive-level reporting, dashboards, and presentations, delivering clear financial insights and actionable recommendations.
•Maintain and support the expense management application’s metadata in Oracle EDM (Enterprise Data Management).
•Provide ad hoc support for budget tracking, forecasting, variance analysis of enterprise financials, and special projects.
•Drive continuous improvement in financial processes, tools, and reporting automation.
The experience you bring:
•2-5 years work experience in financial planning and analysis (corporate and operations) or related with demonstrated progression of responsibility
•Bachelor’s degree in finance, accounting, business, or a related field.
•Experience with Peoplesoft, Oracle EPM applications (EPBCS-Planning and Budgeting, EDM-Data Management) or similar financial systems preferred.
•Demonstrates high attention to detail, accountability, and responsiveness to requests, and a good sense of urgency as needed.
•Strong analytical and problem-solving skills.
•Must have strong MS-Office skills (Word, PowerPoint) with expertise in Excel

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. 

#LI-AJ1

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.

$84,870.00 - $103,730.00

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

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

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.

Skills Required

  • 2-5 years work experience in financial planning and analysis or related
  • Bachelor's degree in finance, accounting, business, or a related field
  • Experience with Peoplesoft, Oracle EPM applications or similar financial systems
  • Strong MS-Office skills (Word, PowerPoint) with expertise in Excel

Pacific Life Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Pacific Life and has not been reviewed or approved by Pacific Life.

  • Retirement Support Retirement funding includes both an automatic company contribution and a dollar‑for‑dollar 401(k) match, positioned as a standout element of the package. Vesting is defined at three years in official materials.
  • Leave & Time Off Breadth Time off is described as generous and scalable with tenure, complemented by multiple paid holidays and options to augment PTO. Paid parental leave and adoption assistance further extend coverage for families.
  • Wellbeing & Lifestyle Benefits A flexible annual wellbeing reimbursement supports diverse needs alongside counseling resources and wellness tools. Day‑one eligibility for core coverages adds immediate lifestyle value.

Pacific Life Insights

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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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