Senior Financial Analyst

Pacific Life

Senior Financial Analyst II providing financial insights and analytics in support of Sales Leadership at Pacific Life. Collaborating on sales forecasting and strategic spend management.

Posted 5/20/2026full-timeNewport Beach • California, New York, North Carolina • 🇺🇸 United StatesSenior💰 $124,830 - $152,570 per yearWebsite

About the role

Key responsibilities & impact

Provide advanced financial analysis and insights across sales performance and strategic investment initiatives.
Support continuous sales forecasting, sales reporting, and next-best-action decisioning.
Own the documentation, measurement, and value tracking of strategic spend initiatives.
Own end-to-end sales planning, including target setting, capacity assumptions, and alignment of forecast expectations with Sales leadership.
Partner with Sales leadership to develop and maintain continuous sales forecasts using multiple methodologies, incorporating emerging trends, leading indicators, and scenario analysis.
Produce regular sales reporting on a weekly, monthly, and quarterly cadence.
Support next-best-action decisioning by analyzing sales performance, pipeline dynamics, and productivity metrics.
Document, track, and monitor strategic spend initiatives across technology and capability investments.
Design and maintain tooling (e.g., dashboards and reporting) to track spend, benefits realization, and efficiency gains.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field, or equivalent experience.
5+ years of relevant experience for Senior Financial Analyst I; 8+ years for Senior Financial Analyst II.
Strong experience in financial analysis, forecasting, and business partnering.
Demonstrated experience working with sales data, performance metrics, and forecasting models.
Experience with expense management, investment tracking, or value realization analysis.
Advanced proficiency in Microsoft Excel; strong skills in PowerPoint.
Ability to translate complex analysis into clear, decision-ready insights for senior leaders.
Strong stakeholder management skills and comfort operating in a dynamic, cross-functional environment.

Benefits

Comp & perks

Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysissales forecastingsales reportingstrategic investment analysisperformance metricsforecasting modelsexpense managementinvestment trackingvalue realization analysisdata analysis

Soft Skills

stakeholder managementcommunicationbusiness partneringdecision-makingorganizational skillsadaptabilityanalytical thinkingcollaborationproblem-solvingpresentation skills