Pacific Life

Financial Analysis Consultant

NEWPORT BEACH, CAPosted 30+ days ago

Job summary

  • Job post source

    This job is directly from Pacific Life

  • Job overview

    The Financial Analysis Consultant at Pacific Life will drive strategic decision-making and evaluate top initiatives to support the company's growth and success.

  • Responsibilities and impact

    The role involves collaborating with senior leadership, synthesizing data insights, providing analytical support, developing business understanding, building stakeholder relationships, and designing reporting solutions.

  • Compensation and benefits

    The base pay range is $144,630.00 - $176,770.00, with additional incentive pay, and benefits including medical, dental, vision, wellbeing reimbursement, paid time off, parental leave, adoption assistance, and a competitive 401k plan.

  • Experience and skills

    The position requires 10+ years of relevant experience, a Bachelor's degree in Finance or related fields, strong communication skills, and proficiency with dashboarding tools. Preferred qualifications include an advanced degree or certifications like CFA or MBA.

  • Work environment and culture

    Pacific Life emphasizes a diverse, equitable, and inclusive workforce, prioritizing employee well-being and offering a supportive work environment.

  • Company information

    Pacific Life is committed to providing financial security and planning for its policyholders, focusing on collaboration and innovation to transform the industry.

  • Job location and travel

    The role is based in Newport Beach, CA, with a hybrid work option (2 days in the office) and consideration for fully remote candidates.

Company overview

Pacific Life is a leading insurance company that provides a range of financial services including life insurance, annuities, and mutual funds. They generate revenue through premiums, investment income, and fees for managing assets. Founded in 1868, Pacific Life has a rich history of financial stability and innovation, consistently ranking among the top U.S. life insurance companies. Their commitment to customer service and financial strength makes them a reputable choice for both clients and potential employees.

How to land this job

  • Tailor your resume to highlight your expertise in financial planning, forecasting, budgeting, and expense management, emphasizing your ability to prepare accurate and insightful financial analyses and reports for senior management.

  • Showcase your experience working on finance or product development initiatives, especially within the insurance industry or institutional finance divisions, and your skills in project management and cross-functional collaboration.

  • Apply through multiple channels including Pacific Life’s official corporate careers page and LinkedIn to maximize your application’s visibility and ensure you don’t miss any openings or updates for this position.

  • Connect on LinkedIn with professionals in Pacific Life’s Institutional Division Finance team; start conversations by referencing recent company initiatives, asking about team culture, or inquiring how the division is innovating financial planning practices.

  • Optimize your resume for ATS by incorporating keywords from the job description such as 'financial forecasting,' 'budgeting,' 'expense management,' 'Hyperion Planning,' 'Power BI,' and 'project management' to ensure your resume passes initial automated screenings.

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