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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 actively seeking a talented Senior Financial Analyst to join our Pacific Life Investments - Finance team in Newport Beach, CA. The Senior Financial Analyst will play a key role in managing PLI's divisional expenses, third party investment expenses, and related contract procurement lifecycle. This role will focus on vendor oversight, timely invoice and payment processing, budgeting support, and cross-functional collaboration to ensure accuracy, efficiency, and compliance across all financial operations. The Senior Financial Analyst will work closely with the AVP.
This role is on-site 4 days a week. You'll work at our state-of-the-art Newport Beach headquarters.
How you'll help move us forward: Vendor Management:
Maintain a detailed inventory of all active and potential PLI vendor contracts, including associated forecasted spend. Establish high-level descriptions of price drivers. Serve as Procurement's primary point of contact within PLI for support on the following procurement-related activities:
Tracking and managing contract expirations and deadlines for renewals. Collaborating with internal teams to manage new contracts, contract renewals and extensions. Supporting Third Party Risk Management (TPRM) activities, including incident management as needed. Ensuring contract obligations are met by internal and external parties. Considering alternative providers for cost savings, risk reduction or contingency planning opportunities.
Purchase Orders, Invoicing, Payments:
Leverage GPS partnership to support the following activities:
Preparation of purchase orders (POs) and creation of purchase requests, ensuring alignment with approved budgets and contract terms. Proactive follow up with vendors or third-party asset managers if invoices are not received on time. Review, dispute, approval and tracking of PLI invoices including third-party invested asset fees. Collaboration with internal teams and accounting to ensure accurate coding, proper approvals, and timely vendor payments. Resolution of discrepancies or payment issues by liaising with vendors or third-party asset managers and internal stakeholders. Leverage Coupa wherever possible to standardize workflow in partnership with GPS. If necessary, approve Vouchers (permissions required).
Budgeting and Expense Management:
Determine annual and ongoing budget needs for vendor spend. Support the development of PLI's annual expense budget and quarterly forecast updates, with a focus on key spending areas such as technology, market data spend, managed services, etc. Monitor PLI actual expenses to ensure adherence to internal policies and the approved budget. Identify and communicate variances in a timely manner. Analyze actual, budgeted, and forecasted PLI expense data and prepare reports for senior management, highlighting key trends, risks, and opportunities. Bring forward ideas for cost savings and efficiency improvements. Assist in building and maintaining a PLI P&L view. Respond to ad hoc requests from senior management and other stakeholders.
Departmental Support:
Build and foster key relationships with internal partners, e.g., PLI, Accounting, Accounts Payable, Procurement, TPRM, etc. to ensure transparency and accuracy. Document and maintain clear, detailed departmental procedures to support consistency, compliance, and knowledge sharing. Identify opportunities to enhance vendor and expense management processes, tools, and methodologies to drive greater transparency, efficiency, and accuracy.
The experience you bring:
5+ years of progressive experience in finance operations/procurement, accounting, expense management, or FP&A. Bachelor's degree in finance, accounting, business administration, or a related field. Proficiency in contract review, budgeting, forecasting, and analysis. Strong technical, analytical, and contract management skills. Strong attention to detail, organizational skills, and the ability to meet and manage responsibilities under tight time frames. Excellent verbal and written communication skills. Experience working cross-functionally with different departments. Continuous improvement mindset, collaborative and inclusive. Ability to work independently.
What makes you stand out:
Advanced Excel skills and proficiency in financial and procurement systems and tools, including Oracle, Coupa, Tableau, Business Objects, Workiva (WDesk). Background in financial planning and analysis (FP&A) or procurement, particularly in a life and annuity insurance company investment department. Understanding of procurement cycle and ability to interpret and assess key contractual elements such as pricing structures, service level agreements (SLAs), termination clauses, and renewal terms.
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
Benefits start Day 1.
Your wellbeing is important. We're committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and a 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.
#LI-JF1 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 upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. 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. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
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
EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
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Pacific Life
life insurance, parental leave, paid time off, 401(k)
Aug 01, 2025