Financial Analysis Consultant

Job Description

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 Analysis Consultant to join the Finance team in our Workforce Benefits Division Team in Newport Beach, CA or Omaha, NE.

As a Financial Analysis Consultant , you'll move Pacific Life and your career forward by supporting core FP&A processes and models as we grow our new Workforce Benefits Division. You’ll be responsible for executing key deliverables such as monthly operational reviews and contributing to quarterly financial reporting and sales planning / forecasting. You’ll help maintain our financial plan model, build and run dynamic monthly staffing models for volume-driven roles, and support expense management activities. This role requires a solutions-oriented mindset to deliver accurate, timely, and insightful financial analysis. As a new member of Workforce Benefits Finance team, you’ll collaborate closely with finance leadership and partners across Distribution, Operations, Underwriting, and Technology to execute processes and provide critical decision-making support.

How you will make an impact :

Shape business decisions by delivering clear financial insights on revenue, expenses, benefits, and key volume drivers.

Build and refine models that enable proactive workforce management and staffing forecasts.

Partner with business leaders to create financial plans and forecast that align with enterprise goals.

Lead divisional reporting efforts, including forecasting, quarter-close reviews, and financial planning deliverables.

Deliver decision-ready operational reviews each month, highlighting trends, risks, and opportunities.

Analyze activity-based costs to evaluate current performance chart a path to long-term financial targets.

The experience you will bring :

10+ years of relevant work experience preferred.

Bachelor’s degree or equivalent experience preferred

Proficiency in identifying high-value priorities within a scope of broader tasks.

Adaptability and comfort in ambiguous situations.

Advanced skills in Microsoft Excel, intermediate skills in SQL, and intermediate skills in Microsoft PowerPoint.

What will make you stand out :

Proven expertise in the workforce benefits industry.

Commitment to meticulous work practices, prioritizing accuracy over speed.

Strong commitment to producing comprehensive process documentation.

Thorough familiarity with all aspects of an insurance carrier's income statement.

#LI-KB1

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.

$0.00 - $0.00

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.