Pacific Life

Senior Financial Analyst - Pacific Life Investments (PLI) FP&A and Expense Insights

Newport Beach, California, United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Investment ManagementIndustries

Requirements

Candidates should possess a Bachelor's degree in Finance, Accounting, or a related field, with proven experience in financial analysis, expense management, and vendor oversight. Familiarity with procurement processes, invoice processing, budgeting, and forecasting is essential. Experience with financial systems like Coupa and strong collaboration skills are also required.

Responsibilities

The Senior Financial Analyst will manage PLI's divisional and third-party investment expenses, overseeing vendor contracts, procurement lifecycles, and related financial operations. Responsibilities include maintaining vendor contract inventories, tracking expirations, supporting new contracts and renewals, managing TPRM activities, and ensuring contract obligations are met. The role also involves preparing purchase orders, processing invoices and payments, resolving discrepancies, supporting annual expense budgets and quarterly forecasts, monitoring actual expenses against budgets, analyzing financial data, preparing management reports, identifying cost-saving opportunities, and building relationships with internal partners.

Skills

Financial Analysis
Expense Management
Vendor Management
Contract Management
Invoice Processing
Budgeting
Procurement
Risk Management
Compliance
Collaboration

Pacific Life

About Pacific Life

Newport Beach, CaliforniaHeadquarters
1868Year Founded
$189.4MTotal Funding
N/ACompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Paid Vacation
Paid Parental Leave
Adoption Assistance
401(k) Retirement Plan
401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.
Potential financial exposure from significant real estate investments.
Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.
Recognized as a top community-minded company, enhancing brand reputation and trust.
Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.
Enhanced annuity products offer flexibility and growth, increasing product attractiveness.
Strong real estate financing position opens more sector opportunities.

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