Sr. Technology Finance Analyst at Pacific Life

Charlotte, North Carolina, United States

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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

Key technologies and capabilities for this role

Financial PlanningFinancial AnalysisReportingTechnology Business ManagementTBMBudgetingForecastingVariance AnalysisCost Optimization

Questions & Answers

Common questions about this position

What is the work arrangement for this role?

This role has a hybrid schedule and is located in Charlotte, NC, empowering employees to get work done both in and out of the office.

What experience is required for this position?

Candidates need a Bachelor’s degree in Finance, Accounting, Business, or related field, plus 3+ years of experience in financial analysis or technology finance roles, familiarity with TBM frameworks and tools, and excellent communication and stakeholder engagement skills.

What is the base pay range for this role?

This information is not specified in the job description.

What is the company culture like at Pacific Life?

Pacific Life fosters collaboration, innovation, and a culture of diversity and inclusion that embraces authenticity, supports work-life balance, and empowers employees to make a positive impact.

What makes a candidate stand out for this role?

Standout candidates have Apptio experience (strongly preferred), proficiency with Hyperion, Oracle EPBCS, and PeopleSoft, strong analytical and problem-solving skills, and experience in cost optimization and performance tracking.

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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