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Cost Benefit Sr. Financial Analyst at Pacific Life

Posted in Other 30+ days ago.

Location: Aliso Viejo, California





Job Description:

Job Description:

40% Key Finance resource to provide specialized financial consulting and analytical support for projects within the Life Division.


  • Support and maintain the value narriative around specific projects by working with key stake holders.

  • Build and manage project costing models, reports and dashboards

  • Gather data and conduct analysis to provide insight and recommendations with the goal of improving the division's total cost of ownership and value from division resources

  • Design, implement, and maintain benefits realization dashboard reporting

  • Work closely with internal functional groups (and possibly outside vendors) to understand relevant program/projects costs, and synthesize results to show how costs results do/do not align with priced expenses

  • Understand and explain insurance accounting as it relates to project expenses (e.g., deferred acquisition costs, capitalization, amortization, etc.)

  • Participate in annual plan and budget preparation reviews to ensure project benefits are integrated into budget goals and drivers

40% Maintaining data integrity, data mining and process improvements


  • Partner with key stakeholders to design, implement and maintain reporting solutions that will allow easier modeling and improved analysis around cost and benefits

  • Develops processes and tools to monitor and analyze project cost and benefits

  • Design and build visualizations to allow targeted audiences to access key analytics.

  • Build/modify/maintain dashboards and reports to regularly communicate results and monitor key metrics in scalable ways

  • Partner with Finance teams to ensure consistent definition, source, and use of data

20% Communicating and collaborating with Leadership on findings and recommendations resulting from analysis performed


  • Work with key stakeholders to establish onging relationships to achieve highest level of engagement to successfully understand and deliver desired outcomes

  • Identify and communicate areas of concern to both operational and financial leadership when identified in a timely manner

  • Work closely with PMO to communicate quarterly expense analysis and update project costing models accordingly

  • Engage in annual strategic planning activities to translate goals and high-level roadmap into cost model

  • Advocate and champion continuous improvement within the functional area as well as throughout the organization

How We Help You Succeed:

We're fostering a culture of shared values across our company by providing generous compensation and comprehensive benefits that allow our employees to find fulfillment and security in personal life and career alike. These include:


  • Competitive Salary and Benefits


  • Work-Life Balance & Flexible Scheduling


  • Medical, dental, and vision as part our commitment to investing in the health and wellbeing of our employees


  • Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid)


  • Generous PTO and holiday pay


  • Warm Colleagues & Inspiring Culture


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.