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Sr. Financial Analyst II

Date Posted: Jul 20, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Newport Beach, Baja California, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Oct 18, 2026

Job Description

Overview

Job Description:Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our 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 innovate - pushing 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 future - including your own.We're seeking a highly analytical and technically skilled Senior Financial Analyst II to join the Sales Reporting and Analysis team in supporting data-driven decision making across life insurance and annuity products. This role sits at the intersection of finance, data, and business strategy-leveraging modern data platforms to deliver insights that influence product performance, distribution strategy, and profitability.You will partner closely with Finance, Product, Sales, and Technology teams to transform complex data into actionable insights and scalable reporting solutions.How You'll Make an ImpactDevelop and maintain financial and profitability analytics for life insurance and annuity products across distribution partnersExtract, transform, and analyze large datasets using Snowflake and SQL to support reporting, forecasting, and business insightsDesign and build scalable data models and datasets to support dashboards, automation, and ad hoc analysisPartner with Product, Distribution, and Finance teams to analyze product performance, compensation structures, and sales trendsSupport the development and enhancement of profitability models, including revenue, expenses, and distribution partner economicsTranslate business questions into data-driven analyses and present findings to senior stakeholdersIdentify opportunities to streamline and automate data processes, improving efficiency and dta qualityEnsure data integrity and consistency across multiple data sources and reporting outputsThe Experience You Bring8+ years of experience in finance, analytics, or a related fieldBachelor's degree in Finance, Accounting, Economics, or a quantitative discipline (MBA or advanced degree preferred)Strong understanding of life insurance and/or annuity products, including product mechanics and distribution modelsAdvanced proficiency in SQL with experience querying large datasetsHands-on experience with Snowflake or similar cloud-based data platformsExperience with data transformation and visualization tools (e.g., Alteryx, Tableau, Power BI)Strong analytical, problem-solving, and critical thinking skillsAbility to manage multiple priorities and deliver results in a fast-paced environmentExcellent communication skills, with the ability to translate complex data into clear business insightsOperates with a high level of independence and accountabilityProactively identifies opportunities to improve processes and enhance insightsActs as a resource and mentor to junior team membersCollaborates effectively across teams and influences decision-making through dataKey Differentiators (Preferred)Experience working with financial product profitability models or commission/compensation analysisFamiliarity with data pipelines, data modeling, or analytics engineering conceptsExposure to automation, AI-driven analytics, or advanced reporting capabilitiesExperience supporting cross-functional initiatives involving Finance, Technology, and Business teams We are open to considering candidates across a range of experience levels. Final job level and compensation will be determined based on each candidate's qualifications, skills, and relevant experience 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

Key responsibilities

Not specified in the original listing.

Required skills

  • Banking & Financial Services

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Newport Beach, Baja California, United States of America

Pacific Life is a financial services company that provides policies and financial products for retirement planning and wealth management. The organization emphasizes collaboration, innovation, and a career with purpose, supporting employees in making... Read More

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