Sr. Financial 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 Financial Analyst II to join the Finance team in our Workforce Benefits Division. This role will be a critical partner to Sales Leadership and Finance Leadership, splitting time across sales analytics and strategic spend management / value tracking to support sound decision-making and capital allocation. This role is on-site a minimum of four days per week in our Newport Beach, CA, Omaha, NE, or Charlotte, NC offices.

As a Senior Financial Analyst II, you'll deliver advanced financial analysis and insights across sales performance and strategic investment initiatives. The position will support continuous sales forecasting, sales reporting, and next-best-action decisioning, while also owning the documentation, measurement, and value tracking of strategic spend initiatives. The role requires strong analytical skills, business partnership, and the ability to translate data into actionable insights.

How you will make an impact:

Sales Analytics (~50% of Working Hours)

• Own end-to-end sales planning, including target setting, capacity assumptions, and alignment of forecast expectations with Sales leadership

• Partner with Sales leadership to develop and maintain continuous sales forecasts using multiple forecasting methodologies, incorporating emerging trends, leading indicators, and scenario analysis.

• Monitor sales forecast accuracy, diagnose variances, and continuously refine models and inputs.

• Produce regular sales reporting on a weekly, monthly, and quarterly cadence, supporting the standard sales reporting cycle and ad hoc analytic requests.

• Support next-best-action decisioning by analyzing sales performance, pipeline dynamics, and productivity metrics and translating insights into clear recommendations.

Strategic Spend Management (~50% of Working Hours)

• Document, track, and monitor strategic spend initiatives across technology and capability investments, aligned to agreed delivery roadmaps and business objectives.

• Design and maintain tooling (e.g., dashboards and reporting) to track spend, benefits realization, and efficiency gains by initiative and functional area.

• Perform activity-based costing to quantify cost drivers, efficiency improvements, and return on incremental investment.

• Assess value realization relative to spend to inform decisions on whether to accelerate, maintain, or discontinue investment.

• Partner with Finance, Sales, Technology, and Operations leadership to ensure alignment on assumptions, methodologies, and outcomes.

• Communicate findings clearly and concisely to leadership, highlighting trends, risks, opportunities, and recommended actions.

The experience you will bring:

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field, or equivalent experience.

• 5+ years of relevant experience for Senior Financial Analyst I; 8+ years for Senior Financial Analyst II.

• Strong experience in financial analysis, forecasting, and business partnering.

• Demonstrated experience working with sales data, performance metrics, and forecasting models.

• Experience with expense management, investment tracking, or value realization analysis.

• Advanced proficiency in Microsoft Excel; strong skills in PowerPoint.

• Ability to translate complex analysis into clear, decision-ready insights for senior leaders.

• Strong stakeholder management skills and comfort operating in a dynamic, cross-functional environment.

You can be who you are.

#LI-TM1

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

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.