Current jobs related to Enterprise Financial Leadership Role for Life and Annuity Company - Newport Beach, California - Pacific Life


  • Newport Beach, California, United States Pacific Life Full time

    Company OverviewPacific Life is a leading provider of life insurance, annuities, and other financial services. We are committed to helping individuals achieve their financial goals and secure their future.Job SummaryWe are seeking a highly skilled Business Systems Analyst to join our team in Newport Beach, CA. As a key member of our global support structure,...


  • Newport Beach, California, United States Pacific Life Full time

    OverviewPacific Life is a company that values collaboration, innovation, and teamwork. We strive to deliver exceptional results for our policyholders by working together to transform the industry for the better.We're seeking an experienced Vice President to join our Enterprise Business Insights organization in Newport Beach. This role will involve leading a...


  • Newport Beach, California, United States Pacific Life Full time

    Cyber Governance LeadershipPacific Life OverviewPacific Life, a leading provider of life insurance and annuity products, is committed to delivering exceptional value to its customers. As a key member of our team, you will play a vital role in shaping our cyber governance strategy.Job SummaryThe Director of Cyber Governance, Risk, and Controls serves as a...


  • Newport Beach, California, United States Pacific Life Full time

    About Pacific LifePacific Life is a leading life insurance company that has been providing financial security to policyholders for over 150 years. Our mission is to help people achieve their long-term goals by offering a range of life insurance, annuity, and investment products.We're committed to delivering exceptional service and creating a positive impact...


  • Newport Beach, California, United States Pacific Life Full time

    Your Future with Pacific LifeWe are committed to delivering exceptional results for our policyholders and creating a positive impact on their lives. As a member of our Enterprise Business Insights organization, you will play a critical role in achieving this vision by driving business growth, improving financial performance, and developing strategic plans to...


  • Newport Beach, California, United States Pacific Life Full time

    Company OverviewPacific Life is a leading provider of life insurance and annuity products, committed to delivering innovative solutions that meet the evolving needs of its customers. With a rich history spanning over 150 years, Pacific Life has established itself as a trusted partner for individuals, families, and businesses.Job DescriptionThe Actuary and...


  • Newport Beach, California, United States Pacific Life Full time

    Job OverviewPacific Life is a forward-thinking organization that values innovation and collaboration. As Director Financial Analysis, you will play a critical role in driving business growth by providing strategic financial analysis and planning support to senior management.The ideal candidate will have a strong background in finance, excellent analytical...


  • Newport Beach, California, United States Pacific Life Full time

    Company OverviewPacific Life is a leading provider of life insurance, annuities, and other financial services. We are committed to helping our policyholders achieve their long-term goals by providing them with the resources they need to plan for the future.We are seeking an experienced investment professional to join our Pacific Life Investments (PLI)...


  • Huntington Beach, California, United States New York Life-Irvine Full time

    Company OverviewNew York Life-Irvine is a leading provider of financial security and peace of mind through our insurance, annuity, and investment solutions. We are grounded in both confidence and humility, serving as stewards for the long term.


  • Newport Beach, California, United States Pacific Life Full time

    Role DescriptionWe are seeking a highly motivated and experienced Director Financial Analysis to join our finance team in Newport Beach, CA. This role involves working closely with senior management to provide strategic financial analysis and planning support to drive business growth.The ideal candidate will have a strong background in finance, excellent...


  • Newport Beach, California, United States Pacific Life Full time

    Company Overview Pacific Life is a leading provider of life insurance, annuities, and other financial services. Our company values innovation, collaboration, and customer satisfaction. We are committed to providing our policyholders with peace of mind and security in their future. Job Description We are seeking a Sr. Platform Architect to join our team. As a...


  • Newport Beach, California, United States Pacific Life Full time

    Company Overview:Pacific Life is a leader in the insurance industry, dedicated to providing financial security and peace of mind for its policyholders. Our mission is to deliver innovative solutions that transform the lives of our customers.Job Summary:We are seeking a talented Financial Planning and Analysis Consultant to join our Institutional Division...


  • Newport Beach, California, United States Pacific Investment Management Co Full time

    **About Pacific Investment Management Co.**We are a leading global asset management firm with over 3,000 employees across the globe.Our mission is to help millions of investors around the world pursue their financial goals by providing innovative investment solutions.Our Values:Collaboration: We believe in working together as a team to achieve our...


  • Newport Beach, California, United States Pacific Life Full time

    Job SummaryPacific Life is seeking a highly skilled Associate Actuary/Senior Analyst to join our Enterprise Valuation team. This hybrid role will involve working on a variety of projects, including statutory, GAAP, and tax valuation for various products.About UsPacific Life is a leading insurance company that provides a range of products and services to meet...


  • Newport Beach, California, United States Pacific Life Full time

    About Pacific Life: At Pacific Life, we're committed to delivering innovative solutions that meet the evolving needs of our customers. Our Data Engineering team plays a critical role in driving this mission forward by developing and maintaining cutting-edge actuarial systems. As a key member of this team, you'll have the opportunity to make a real impact and...


  • Newport Beach, California, United States Pacific Life Full time

    About the Job: We are seeking a talented Applications Development professional to join our Data Engineering team in Newport Beach. As an individual contributor, you will be responsible for execution and technology components around the entire development lifecycle (ideation, build, support, and sunset) and modernizing solutions for the Actuarial area.Your...


  • Newport Beach, California, United States New York Life Full time

    Company OverviewNew York Life is a reputable insurance agency and a New York Life Company, offering securities through NYLIFE Securities LLC (Member FINRA/SIPC). We provide training, development, and licensing support to our advisors, enabling them to excel in their careers.Salary and BenefitsCompetitive compensation packageTraining allowance and activity...


  • Newport Beach, California, United States New York Life Full time

    About UsWe are a leading financial services company, dedicated to providing guidance on a wide range of financial matters. Our team of advisors is expanding, and we are seeking individuals with a strong entrepreneurial mindset to join us.What We OfferA W-2 position with full corporate benefitsTraining allowance and activity stipendCommissions and...


  • Newport Beach, California, United States Pacific Life Insurance Full time

    Are you passionate about using technology to drive business outcomes? Do you have a strong background in actuarial systems and IT leadership? We're seeking an experienced Director of Actuarial Platform to join our team at Pacific Life Insurance.About the Role:The Director of Actuarial Platform will be responsible for managing and operating our actuarial...


  • Newport Beach, California, United States Pacific Life Full time

    Leading the Way in Financial Planning and AnalysisPacific Life is a dynamic organization that values collaboration, innovation, and growth. As a key member of our Institutional Division Finance team, you will play a crucial role in shaping our financial strategy and driving business results.Key Responsibilities:Strategic Support: Provide expert financial...

Enterprise Financial Leadership Role for Life and Annuity Company

2 weeks ago


Newport Beach, California, United States Pacific Life Full time

About Pacific Life

Pacific Life is a leading provider of life insurance, annuities, and other financial services. Our mission is to help individuals and families achieve their long-term financial goals.

Job Summary

We are seeking an experienced Vice President to lead our Enterprise Business Insights organization in Newport Beach. This role will be responsible for providing strategic financial analysis and insights to support business decisions across the company.

Key Responsibilities

  1. Oversee quarterly and annual financial analysis of company results and financial sensitivities, ensuring accurate and timely delivery of financial reports to senior management.
  2. Collaborate closely with Risk Management, Capital Management, and divisions to understand and analyze business results and financial projections, identifying key trends and areas for improvement.
  3. Develop and implement financial strategies to drive business growth, including developing forecasts, financial models, and other analytical tools.
  4. Ensure consistency and accuracy of reporting across all financial functions, providing clear and actionable insights to inform business decisions.
  5. Partner with HR to develop incentive targets for the business lines and Enterprise overall, aligning compensation with business performance.
  6. Lead the annual budget consolidation process, setting expense efficiency targets and driving financial planning and forecasting initiatives.
  7. Oversee preparation of Board Reports, Rating Agency presentations, and other financial communications, ensuring effective communication of complex financial data to various stakeholders.
  8. Develop and deliver curated industry insights, analyzing market trends and competitor activity to inform business strategy and decision-making.
  9. Finance Transformation - Lead the Business Insights/FP&A workstream, responsible for delivering key objectives, including implementation of a single global enterprise planning system, process redesign, and development of enterprise financial dashboards.
  10. Provide strategic support to senior management on various initiatives, including acquisition analysis, due diligence, and new business operations.

Requirements

  • Bachelor's degree in finance, accounting, business administration, or related field; MBA, CFA, CPA, or other advanced degree/certification preferred.
  • Extensive experience in financial planning and analysis (FP&A), corporate finance, corporate strategy, or related field; depth of knowledge in life and annuity insurance company essential.
  • Leadership experience in managing teams and projects, with skills in financial modeling, forecasting, and analysis, as well as familiarity with financial software and enterprise planning systems.
  • Strong analytical and problem-solving abilities, with ability to interpret complex financial data and provide recommendations.
  • Excellent communication and collaboration skills, with experience working cross-functionally with different departments and business lines.

About the Opportunity

This role offers a unique opportunity to lead a high-performing team and drive business success through strategic financial analysis and insights. If you have a strong background in finance, leadership experience, and a passion for driving business growth, we encourage you to apply.