VP, Financial Planning & Analysis
CFC
Financial Analysis Consultant
Pacific Life
full-time
Posted on:
Location Type: Hybrid
Location: Newport Beach • California, New York, North Carolina • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
Tech Stack
SQL
About the role
- Support core FP&A processes and models for Workforce Benefits Division.
- Execute monthly operational reviews and deliver decision-ready operational reviews highlighting trends, risks, and opportunities.
- Contribute to quarterly financial reporting and sales planning/forecasting.
- Maintain financial plan model and build and run dynamic monthly staffing models for volume-driven roles.
- Support expense management activities and analyze activity-based costs.
- Lead divisional reporting efforts including forecasting, quarter-close reviews, and financial planning deliverables.
- Partner with finance leadership and partners across Distribution, Operations, Underwriting, and Technology to execute processes and provide decision-making support.
Requirements
- 10+ years of relevant work experience preferred.
- Bachelor’s degree or equivalent experience preferred
- Proficiency in identifying high-value priorities within a scope of broader tasks.
- Adaptability and comfort in ambiguous situations.
- Advanced skills in Microsoft Excel
- Intermediate skills in SQL
- Intermediate skills in Microsoft PowerPoint
- Proven expertise in the workforce benefits industry (preferred)
- Commitment to meticulous work practices, prioritizing accuracy over speed.
- Strong commitment to producing comprehensive process documentation.
- Thorough familiarity with all aspects of an insurance carrier's income statement.
Benefits
- Your Benefits Start Day 1
- 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
- Flexible benefits that you can tailor to meet your needs
- Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
- Most employees are eligible for additional incentive pay
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingoperational reviewssales planningforecastingexpense managementactivity-based costingMicrosoft ExcelSQLMicrosoft PowerPointprocess documentation
Soft skills
adaptabilityprioritizationmeticulous work practicescommitment to accuracydecision-making support
Certifications
Bachelor’s degree
