Travel & Expense (T & E) Analyst

Senior Treasury Specialist

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies aheadour 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 innovatepushing 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 futureincluding your own. We're actively seeking a talented Senior Treasury Specialist to join our team in Newport Beach, CA. This role can be full-time on-site in our Newport Beach office or hybrid (3+ days in the office per week), based on business needs. This role is not available for full remote.

As a Senior Treasury Specialist (Travel & Expense) you'll move Pacific Life, and your career forward by offering administrative support and guidance to all employees of the parent company and its subsidiaries relating to Travel & Expense reimbursement services, including the management of the Concur expense system. You will fill an existing role that sits on a team of 7 people in the Corporate division. Your colleagues will include AVP, Assistant Treasurer, Treasury Manager, Supervisor-Treasury Services and fellow treasury / travel professionals.

How you will make an impact :

• You'll serve as the main point of contact for all employee Travel & Expense and Concur system-related inquiries.
• Audit expense reports for accuracy, completeness, and adherence to company policies, providing excellent customer service and discreetly escalating issues to Upper Management.
• Monitor employee T&E reports to ensure compliance with FINRA standards.
• Maintain timely and appropriate communication with all levels of the company's management.
• Assist in the development and monitoring of audit rules and procedures in compliance with company policy.
• Update and sustain training on expense reporting policies, standards, tutorials, and system enhancements.
• Maintain professional and technical knowledge by attending educational workshops, formal training, and reviewing professional publications, as well as establishing and expanding professional networks and relationships.
• Perform ad-hoc project requests and additional duties as assigned.
• Log and track expense report errors through MS TEAMS, preparing data for quarterly reports.
• Aid in treasury functions including knowledge of PeopleSoft, check deposits, check processing and wire approval.

The experience you bring :

What will make you stand out :

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. $26.91 - $32.89

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.

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.