Sr. Technology Finance Analyst at Pacific Life

Charlotte, North Carolina, United States

Pacific Life Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial Services, TechnologyIndustries

Requirements

  • Bachelor’s degree in Finance, Accounting, Business, or related field
  • 3+ years of experience in financial analysis or technology finance roles
  • Familiarity with TBM frameworks and tools
  • Excellent communication and stakeholder engagement skills
  • Ability to work independently and collaboratively in a dynamic environment

Responsibilities

  • Deliver financial planning, analysis, and reporting for Global Infrastructure and End User Services (25%)
  • Act as a TBM Analyst, supporting enterprise-wide TBM initiatives (30%)
  • Partner with IT leadership to develop cost optimization strategies (10%)
  • Partner with IT leadership to track performance against targets (10%)
  • Partner with IT leadership to provide insights that help leaders anticipate financial and operational impacts (10%)
  • Collaborate across technology teams to ensure alignment with strategic objectives (10%)
  • Support budgeting, forecasting, and variance analysis processes (25%)

Skills

Financial Planning
Financial Analysis
Reporting
Technology Business Management
TBM
Budgeting
Forecasting
Variance Analysis
Cost Optimization

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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