Senior Financial Planning and Strategy Leader
2 days ago
We are seeking a highly skilled Director, Financial Planning and Analysis to join our Institutional Division Finance team in Newport Beach, CA. As a key member of our team, you will play a critical role in shaping the financial future of Pacific Life Insurance.
About the Role:The ideal candidate will have 10+ years of leadership experience with a mix of public accounting and private accounting and relevant financial planning and analysis experience. A Bachelor's degree in Business, Finance, Accounting, or a related field is required. Experience in the Insurance industry or relevant experience in a Financial Planning and Analysis role is preferred.
- Develop and implement financial plans, forecasts, and analyses that support business decisions and drive growth.
- Collaborate with senior management to establish and achieve strategic objectives.
- Analyze complex financial data, identify trends, and develop insights that inform business strategy.
- Leverage technical skills in Hyperion Planning (EPBCS), OAC, Essbase/Smartview, Power BI, and Excel to drive financial planning and analysis initiatives.
Pacific Life Insurance offers a comprehensive benefits package that includes medical, dental, vision, and wellbeing reimbursement account. Enjoy generous paid time off options, including paid parental leave and adoption assistance program. You'll also be eligible for a competitive 401k savings plan with company match and additional contribution.
We are committed to creating a diverse, equitable, and inclusive workforce. Learn more about how we foster a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com.
Salary: $159,660.00 - $195,140.00 per year.
-
Newport Beach, California, United States Jobot Full timeAbout Our FirmOur firm is a leading Orange County estate planning firm that services multiple areas with an onsite presence.We are seeking a dynamic and strategic leader to join our team as Director of Legal Operations/COO. As a key member of our leadership team, you will play a crucial role in shaping the future of our firm and driving its growth and...
-
Strategic Financial Advisor Leader
3 weeks ago
Newport Beach, California, United States Bank of Montreal Full timeBMO Financial Group seeks a seasoned Strategic Financial Advisor Leader to drive growth and deliver exceptional client experiences.About the RoleThis role is ideal for an experienced professional with a proven track record in wealth management, looking to leverage their expertise to lead high-performing teams and drive business results. As a Strategic...
-
Senior Financial Planning Analyst
2 days ago
Huntington Beach, California, United States Vivant Talent Full timeRole OverviewThe Senior Financial Planning Analyst will play a key role in developing and implementing financial strategies to drive business growth and improve financial performance. This individual will work closely with our leadership team to analyze financial data, identify trends and areas for improvement, and develop recommendations for strategic...
-
Senior Vice President of Financial Strategy
3 days ago
Long Beach, California, United States Food Allergy Institute Full timeKey ResponsibilitiesThe Chief Financial Officer will oversee all financial operations, including financial planning and analysis, risk management, and internal controls. You will work closely with senior leadership to develop and execute the company's financial strategy, ensuring effective utilization of resources to achieve short-term and long-term business...
-
Executive Director of Financial Strategy
3 weeks ago
Newport Beach, California, United States Amaze Software Inc. Full timeAmaze Software Inc. is seeking an experienced Executive Director of Financial Strategy to oversee all company financial operations, including financial planning and analysis, accounting, budgeting, and risk management.The ideal candidate will have at least 5-7 years of managing financial departments and financial operations for a publicly traded U.S. company...
-
Senior Leader in Legal Operations
4 days ago
Newport Beach, California, United States Jobot Full timeAbout the JobWe are seeking a seasoned professional with a strong background in business development, accounting, finance, and marketing within the legal industry. The ideal candidate will have at least 10 years of senior leadership experience and a proven track record of driving growth and profitability in a legal firm or similar...
-
Chief Financial Officer
15 hours ago
Newport Beach, California, United States Amaze Full timeAbout AmazeAmaze, a forward-thinking e-commerce and design company, is on a mission to empower creators to turn their passions into successful businesses. We're looking for a highly skilled Chief Financial Officer (CFO) to join our team as a key leader in driving strategic growth.The CFO will oversee all financial operations, including financial planning and...
-
Chief Financial Officer
3 weeks ago
Long Beach, California, United States Food Allergy Institute Full timeAbout the Role:We are seeking a highly skilled Chief Financial Officer to lead our financial strategy and drive business growth at the Food Allergy Institute.Key Responsibilities:Develop and implement financial strategies to support business growth and scalability.Partner with the senior leadership team to set the company's strategic direction and financial...
-
Strategic Financial Leader for Design Industry
2 weeks ago
Newport Beach, California, United States Prodigy Search Group Full timeChief Financial OfficerThis role will oversee the entire financial operation of a fast-growing interior design studio and e-commerce shoppe, reporting directly to the Owners/Executive Team.About Prodigy Search GroupWe are an award-winning full-service interior design studio and e-commerce shoppe based in Newport Beach, CA. Our company creates inspired...
-
Financial Strategy Manager
4 days ago
Manhattan Beach, California, United States Jobot Full timeTax Strategy Specialist Role in Manhattan Beach – Drive Financial Success with Strategic Planning.This role involves leading and shaping financial strategies for clients. By understanding their objectives, we offer strategic financial and tax planning tailored to their needs. We see accounting as more than just numbers—it's about creating opportunities...
-
Quantitative Trading Strategies Specialist
4 weeks ago
Newport Beach, California, United States PIMCO Full timeJob OverviewPIMCO is a global leader in active fixed income, with deep expertise across public and private markets. Our team focuses on developing and implementing quantitative trading strategies to capitalize on inefficiencies in financial markets.
-
Real Estate Financial Leader
3 weeks ago
Long Beach, California, United States GPAC Full timeWe are seeking a seasoned professional to spearhead our finance team's operations. As a highly experienced Real Estate Financial Leader, you will be responsible for overseeing tax management, strategy, and general ledger accounting.Key Responsibilities:Tax Management and Strategy:Develop and implement effective tax strategies to optimize the company's tax...
-
Financial Planning Professional
12 hours ago
Long Beach, California, United States Financial Partners Credit Union Full timeAbout the RoleThis Financial Consultant position offers a competitive salary and bonus structure, with an estimated base pay of $70,000 to $90,000 annually, depending on experience.We are seeking a highly skilled and motivated individual to join our team as a Financial Consultant at Financial Partners Credit Union. As a key member of our team, you will be...
-
Senior Financial Strategist
4 days ago
Manhattan Beach, California, United States Jobot Full timeJob OverviewThis Senior Financial Strategist role at Jobot involves leading and shaping financial strategies to drive business growth. The ideal candidate will have experience in tax planning, compliance, and preparation processes, as well as strong leadership and communication skills.Key Responsibilities:Lead tax planning, compliance, and preparation...
-
Senior Financial Director
1 week ago
Long Beach, California, United States Recruiting Resources, Inc. Full timeJob Title: Senior Finance ManagerEstimated Salary: $150,000 - $200,000 per year.About Us:We are Recruiting Resources, Inc., a thriving and privately held real estate company based in Long Beach, CA. We are seeking a highly skilled and experienced Senior Finance Manager to join our dynamic finance team.The successful candidate will be responsible for leading...
-
Director of Financial Planning and Analysis
2 days ago
Long Beach, California, United States Food Allergy Institute Full timeKey ResponsibilitiesDevelop and implement financial strategies that support business growth, scalability, and profitability.Partner with the CEO, COO, and other senior executives to set the company's strategic direction and financial objectives.Owns the budgetary process across both Translational Pulmonary and Immunization Center (TPIRC) and Food Allergy...
-
Chief Financial Officer
2 hours ago
Long Beach, California, United States Food Allergy Institute Full timeAbout Our OpportunityWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at the Food Allergy Institute. As a key member of our senior leadership team, you will play a critical role in driving our financial strategy and ensuring the long-term sustainability and growth of our organization.Job SummaryThe Chief Financial...
-
Fitness Business Leader
12 hours ago
Newport Beach, California, United States Riser Fitness, LLC Full timeAbout the RoleWe are looking for a dynamic and results-driven Fitness Business Leader to join our team at Riser Fitness, LLC. The successful candidate will have extensive experience in the fitness industry, with a strong background in sales, marketing, and business development. You will be responsible for developing and implementing strategies to drive...
-
Business Development Leader
4 days ago
Newport Beach, California, United States Lifetime Recruiting Strategies Full timeJob SummaryWe seek an experienced Business Development Leader to join our team. As a key member of our leadership team, you will be responsible for driving business growth through innovative sales strategies and exceptional leadership.Main ResponsibilitiesLead regional sales teams to achieve high-performance targets.Develop and implement strategic business...
-
Newport Beach, California, United States Pacific Life Full timePacific Life is seeking a senior quantitative investment risk modeler to lead the development of risk analytics for complex and illiquid assets within the Risk Management team.Company OverviewWe are committed to a culture of belonging, where all employees are empowered to be authentic. Our employee connection groups offer a place to build community,...