Overview
Sr. Financial Analyst II Jobs in Newport Beach, USA at Symphony Talent, LLC
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
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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…
Title: Sr. Financial Analyst II
Company: Symphony Talent, LLC
Location: Newport Beach, USA
Category:
