Pacific Life
Overview
Providing for loved ones, planning rewarding retirements, and saving enough for whatever lies ahead — our policyholders count on us to be there when it matters most. We collaborate and innovate to transform not just Pacific Life, but the entire industry for the better. Pacific Life is more than a job; it’s a career with purpose and the support, balance, and resources to make a positive impact on the future.
We are seeking a highly motivated
Financial Data Analyst II
with strong Power BI skills to join our
Business Insights
team in Newport Beach, CA.
Responsibilities
Develop, enhance, and maintain
Power BI dashboards
focused on global
expense and cost management .
Gather, organize, and integrate financial and non-financial data (structured and non-structured) from various sources.
Develop scalable calculation logic and transformation pipelines for core financial metrics.
Develop and maintain trusted, scalable datasets that serve as the foundation for Power BI dashboards and enterprise insights.
Partner with finance teams to translate business requirements into effective data visualizations.
Ensure
data quality, accuracy, and consistency
across all reports and dashboards.
Implement automated data refresh schedules and performance optimization for Power BI reports.
Document dashboard logic, data sources, and business rules for transparency and reproducibility.
Support ad hoc analysis and reporting requests from finance and leadership teams.
Run automated validation checks to identify and address data quality issues.
Troubleshoot and resolve data feed issues, escalating when necessary.
Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency.
Qualifications
Bachelor's degree in
Finance, Data Analytics, Information Systems, or a related field .
2-4 years of experience in a
data analytics or business intelligence role , preferably in a finance or corporate environment.
Proven experience building
Power BI
dashboards,
data modeling
using data visualization and storytelling best practices, and
DAX .
Strong knowledge of database design, ETL process, and data validation.
Strong working knowledge of
Excel , and experience querying relational databases using
SQL .
Intermediate
Power Query
skills.
Familiarity with
budgeting and forecasting processes .
Strong
analytical thinking , high attention to detail, and
problem-solving
skills.
Ability to identify process improvement and confidence to implement them.
Ability to multi-task effectively while maintaining a high quality of work.
Excellent communication skills (verbal and written), with the ability to explain technical concepts to non-technical audiences.
Reliable, self-motivated, and responsible with time management.
Ability to work effectively with others, as well as provide excellent customer service.
What makes you stand out
Experience with ERP systems (e.g., Oracle, Workday).
Experience in finance modeling and reporting.
Knowledge of global expense categories, policies, and controls.
Experience working with
cloud data platforms
(e.g., Snowflake) a plus.
Understanding of
data governance
and privacy compliance for financial data.
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.
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.
$82,800.00 - $101,200.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we are 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 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.
#J-18808-Ljbffr
We are seeking a highly motivated
Financial Data Analyst II
with strong Power BI skills to join our
Business Insights
team in Newport Beach, CA.
Responsibilities
Develop, enhance, and maintain
Power BI dashboards
focused on global
expense and cost management .
Gather, organize, and integrate financial and non-financial data (structured and non-structured) from various sources.
Develop scalable calculation logic and transformation pipelines for core financial metrics.
Develop and maintain trusted, scalable datasets that serve as the foundation for Power BI dashboards and enterprise insights.
Partner with finance teams to translate business requirements into effective data visualizations.
Ensure
data quality, accuracy, and consistency
across all reports and dashboards.
Implement automated data refresh schedules and performance optimization for Power BI reports.
Document dashboard logic, data sources, and business rules for transparency and reproducibility.
Support ad hoc analysis and reporting requests from finance and leadership teams.
Run automated validation checks to identify and address data quality issues.
Troubleshoot and resolve data feed issues, escalating when necessary.
Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency.
Qualifications
Bachelor's degree in
Finance, Data Analytics, Information Systems, or a related field .
2-4 years of experience in a
data analytics or business intelligence role , preferably in a finance or corporate environment.
Proven experience building
Power BI
dashboards,
data modeling
using data visualization and storytelling best practices, and
DAX .
Strong knowledge of database design, ETL process, and data validation.
Strong working knowledge of
Excel , and experience querying relational databases using
SQL .
Intermediate
Power Query
skills.
Familiarity with
budgeting and forecasting processes .
Strong
analytical thinking , high attention to detail, and
problem-solving
skills.
Ability to identify process improvement and confidence to implement them.
Ability to multi-task effectively while maintaining a high quality of work.
Excellent communication skills (verbal and written), with the ability to explain technical concepts to non-technical audiences.
Reliable, self-motivated, and responsible with time management.
Ability to work effectively with others, as well as provide excellent customer service.
What makes you stand out
Experience with ERP systems (e.g., Oracle, Workday).
Experience in finance modeling and reporting.
Knowledge of global expense categories, policies, and controls.
Experience working with
cloud data platforms
(e.g., Snowflake) a plus.
Understanding of
data governance
and privacy compliance for financial data.
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.
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.
$82,800.00 - $101,200.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we are 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 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.
#J-18808-Ljbffr