Financial services Jobs in Huntington Beach, CA

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 seeking a highly analytical and technically skilled Senior Financial Analyst II to join the Sales Reporting and Analysis team in supporting data-driven decision making across life insurance and annuity products. This role sits at the intersection of finance, data, and business strategy—leveraging modern data platforms to deliver insights that influence product performance, distribution strategy, and profitability.

You will partner closely with Finance, Product, Sales, and Technology teams to transform complex data into actionable insights and scalable reporting solutions.

How You’ll Make an Impact

• Develop and maintain financial and profitability analytics for life insurance and annuity products across distribution partners
• Extract, transform, and analyze large datasets using Snowflake and SQL to support reporting, forecasting, and business insights
• Design and build scalable data models and datasets to support dashboards, automation, and ad hoc analysis
• Partner with Product, Distribution, and Finance teams to analyze product performance, compensation structures, and sales trends
• Support the development and enhancement of profitability models, including revenue, expenses, and distribution partner economics
• Translate business questions into data-driven analyses and present findings to senior stakeholders
• Identify opportunities to streamline and automate data processes, improving efficiency and dta quality
• Ensure data integrity and consistency across multiple data sources and reporting outputs

The Experience You Bring

• 8+ years of experience in finance, analytics, or a related field
• Bachelor’s degree in Finance, Accounting, Economics, or a quantitative discipline (MBA or advanced degree preferred)
• Strong understanding of life insurance and/or annuity products, including product mechanics and distribution models
• Advanced proficiency in SQL with experience querying large datasets
• Hands-on experience with Snowflake or similar cloud-based data platforms
• Experience with data transformation and visualization tools (e.g., Alteryx, Tableau, Power BI)
• Strong analytical, problem-solving, and critical thinking skills
• Ability to manage multiple priorities and deliver results in a fast-paced environment
• Excellent communication skills, with the ability to translate complex data into clear business insights
• Operates with a high level of independence and accountability
• Proactively identifies opportunities to improve processes and enhance insights
• Acts as a resource and mentor to junior team members
• Collaborates effectively across teams and influences decision-making through data

Key Differentiators (Preferred)

• Experience working with financial product profitability models or commission/compensation analysis
• Familiarity with data pipelines, data modeling, or analytics engineering concepts
• Exposure to automation, AI-driven analytics, or advanced reporting capabilities
• Experience supporting cross-functional initiatives involving Finance, Technology, and Business teams

We are open to considering candidates across a range of experience levels. Final job level and compensation will be determined based on each candidate's qualifications, skills, and relevant experience

#LI-TB1

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.

$124,830.00 - $152,570.00

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

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

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.