Talent.com
Financial Analysis Consultant

Financial Analysis Consultant

Pacific LifeNewport Coast, CA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Consultant - Fp&a And Business Insights

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 Consultant - Fp&a And Business Insights to join our Pacific Life Investments in Newport Beach, CA.

How you'll help move us forward :

Key Responsibilities :

  • Continuously enhance planning and forecasting processes, tools, and methodologies to drive greater transparency, efficiency, and accuracy.
  • Establish key relationships within PLI and external PLI (ERM, Accounting, Accounting Policy, Treasury, Divisional Finance, Enterprise FP&A).
  • Document and maintain clear, detailed departmental procedures to support consistency, compliance, and knowledge sharing.

Planning :

  • Develop and support the annual plan process for Pacific Life Investments, including Corporate Surplus Assets.
  • Accumulate, review, and challenge assumptions and business segment inputs to be utilized in PLI planning and forecasting processes.
  • Develop the plan for impairments and Underwritten Equity, ensuring alignment with divisions (CMD, ID, and PLRe) for inclusion in their plans.
  • Review and oversee investment data for reasonability, coordinating with Investment Strategy and front office.
  • Develop "what if" scenarios to help identify trends and support informed decision-making by key stakeholders.
  • Quarterly and Ad-Hoc Forecasting :

  • Prepare and analyze quarterly financial forecasts, ensuring they reflect the latest business conditions and strategic priorities.
  • Respond to ad-hoc forecasting requests from senior management and other stakeholders.
  • Develop and present financial models and analyses to address specific business questions.
  • Communicate forecast results and insights to stakeholders in a clear and concise manner.
  • Performance Reporting :

  • Produce standardized management reports and analytics for the operating units.
  • Prepare variance and attribution analysis for internal stakeholders, highlighting key trends and performance drivers.
  • Monitor and evaluate the performance of PLI, including the surplus portfolio, and provide feedback and development opportunities.
  • Calculate and monitor risk-adjusted returns. Derive insights to inform investment strategies and decision-making.
  • Management Reporting :

  • In partnership with Investment Strategy and PLI senior leadership, assist in the preparation of quarterly board reporting and quarterly business reviews.
  • Support effort to develop comprehensive spread analysis framework, including production of quarterly reports for review with divisions.
  • Budgeting and Expense Management :

  • Assist in the development of PLI's annual budget, ensuring alignment with the company's strategic goals and financial objectives.
  • Support the preparation of updated financial forecasts, including variance analyses to inform data-driven decision-making.
  • Monitor PLI actual expenses to ensure adherence to the approved budget, identifying and addressing any variances in a timely manner.
  • Analyze actual, budgeted, and forecasted PLI expense data and prepare insightful reports for senior management, highlighting key trends, risks, and opportunities.
  • Identify and recommend opportunities for cost savings and efficiency improvements.
  • The experience you bring :

  • 8+ years of experience of progressive experience in professional accounting, FP&A or finance.
  • Bachelor's degree in finance, accounting, business administration, or a related field.
  • Proficiency in financial modeling, forecasting, budgeting, and analysis.
  • Strong technical, analytical, and problem-solving skills to interpret complex financial data.
  • Ability to meet and manage responsibilities under tight time frames.
  • Strong verbal and written communication skills for effective interactions.
  • Experience working cross-functionally with different departments.
  • Continuous improvement mindset, collaborative and inclusive.
  • Ability to work independently.
  • What makes you stand out :

  • Advances Excel skills and proficiency in financial systems and tools, including Oracle ERP, Oracle EPM, Tableau, Business Objects, Workiva (WDesk).
  • Strong background in financial planning and analysis (FP&A) or corporate finance, particularly in a life and annuity insurance company.
  • MBA, CPA, or CFA certification a plus.
  • Understanding of investments accounting.
  • You can be who you are. People come first here. We're committed to an inclusive workforce.

    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
  • 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.

    serp_jobs.job_alerts.create_a_job

    Financial Consultant • Newport Coast, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    Plan2Placement, IncLos Angeles, CA, United States
    serp_jobs.job_card.full_time
    Financial Analyst – Real Estate Property Management.Los Angeles, CA (Fully In-Office).Real Estate / Property Management.A premier Property Management firm partnered with. Plan2Placement is partnerin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    General MatterLos Angeles, CA, US
    serp_jobs.job_card.full_time
    The Financial Analyst will be instrumental in the development, tracking, forecasting, reporting, and accounting for all General Matter projects. This is a key financial planning and analysis (FP&A) ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Financial Analyst (Huntington Beach)

    Senior Financial Analyst (Huntington Beach)

    Proven RecruitingHuntington Beach, CA, US
    serp_jobs.job_card.part_time
    Senior Financial Analyst at High Tech Environmental Company- North Orange County.A rapidly growing company in the.This is a unique opportunity to blend FP&A expertise with meaningful impact at a mi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    Design West Technologies, Inc.Tustin, CA, US
    serp_jobs.job_card.full_time
    With a commitment to excellence and innovation, we specialize in designing, manufacturing, and delivering high-performance solutions for our clients worldwide. Our team comprises passionate professi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Analyst II (Residual Analyst)

    Financial Analyst II (Residual Analyst)

    StaffingCulver City, CA, US
    serp_jobs.job_card.full_time
    Location : 8777 Washington Blvd.Culver City, CA 90232 - Hybrid.Interview : Video Hybrid - 3 Days in office (Tuesday, Wednesday, Thursday) 2 Days remote (Monday and Friday). Onsite Job Description (inc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Hybrid Financial Analyst

    Hybrid Financial Analyst

    ManpowerLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Hybrid Financial Or Legal Analyst.Our client, a leader in corporate restructuring, is seeking an RSS Consultant to join their team. The ideal candidate will have strong attention to detail, excellen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Financial Analyst, Massachusetts Licensed

    Financial Analyst, Massachusetts Licensed

    VirtualVocationsSanta Ana, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Financial Analyst, Product Transformation.Key Responsibilities Lead documentation of accounts payable and indirect tax requirements in collaboration with local operatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    AmpcusLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Technology and Business consulting services.We are in search of a highly motivated candidate to join our talented team.Job Title : Financial Analyst Location(s) : Los Angeles, CA (Remote) Description...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Financial Consultant

    Senior Financial Consultant

    VirtualVocationsCarson, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Financial Consultant to oversee the development and compliance of indirect rate structures and estimating systems. Key Responsibilities Manage and monitor indirec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Consultant - Rancho Cucamonga, CA

    Financial Consultant - Rancho Cucamonga, CA

    Fidelity InvestmentsRancho Cucamonga, CA, United States
    serp_jobs.job_card.full_time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Analyst Lead

    Financial Analyst Lead

    Prime HealthcareOntario, CA, US
    serp_jobs.job_card.full_time +1
    Corporate Finance Analyst Lead.Prime Healthcare operates 51 hospitals and has more than 360 outpatient locations in 14 states providing more than 2. It is one of the nation's leading health systems ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Asset Management - Financial Analyst

    Asset Management - Financial Analyst

    Rexford IndustrialLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Asset Management - Financial Analyst.Rexford Industrial Realty, Inc.NYSE : REXR) is a leading, publicly traded industrial real estate investment and management company operating a $13 Billion indust...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Analyst (Los Angeles)

    Financial Analyst (Los Angeles)

    Plan2Placement, IncLos Angeles, CA, US
    serp_jobs.job_card.part_time
    Financial Analyst Real Estate Property Management.Los Angeles, CA (Fully In-Office).Real Estate / Property Management.A premier Property Management firm partnered with. Plan2Placement is partnering...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Financial Systems Analyst

    Senior Financial Systems Analyst

    VirtualVocationsCarson, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Financial Systems Analyst to support data integrations and analytics for their eCommerce environment. Key Responsibilities Implement and support integrations betw...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Guidewire Analyst

    Guidewire Analyst

    Vaco by HighspringVilla Park, California, United States
    serp_jobs.job_card.full_time
    As the financial reports and systems tester on the Insurance Accounting team, your understanding of the policy / billing and claims instances of Guidewire and ability to perform related user acceptan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Consultant - Irvine, CA

    Financial Consultant - Irvine, CA

    Fidelity InvestmentsIrvine, CA, United States
    serp_jobs.job_card.full_time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Financial Analyst (Los Angeles)

    Financial Analyst (Los Angeles)

    Scoot EducationLos Angeles, CA, United States
    serp_jobs.job_card.full_time
    Are you a data-savvy finance professional ready for your next chapter?.If youve seen how accurate reporting and clear financial insights guide leadership decisions, you know the impact finance anal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    Stealth StartupLong Beach, CA, United States
    serp_jobs.job_card.full_time
    Local Candidates to the Los Angeles Area Only - Not a remote role.Financial Analyst – High-Growth SaaS Company (Confidential Search). We are conducting a confidential search for a.This role will pla...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Financial Planning & Analysis (FP&A) Analyst

    Financial Planning & Analysis (FP&A) Analyst

    ARKANCE USA LLCIrvine, CA, US
    serp_jobs.job_card.full_time
    ARKANCE US, is a leading provider of AECO technology solutions.In June 2023, ARKANCE acquired U.ARKANCE was established in 2018 to become the leading digitalization partner for the AECO and manufac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    Addison GroupOrange County, CA, US
    serp_jobs.job_card.permanent
    Medical, Dental, Vision, Generous PTO, and 401K Matching.Our hospitality / entertainment client is seeking a Financial Analyst that will play a key role in supporting financial planning and analysi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30