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Director Financial Planning and Analysis
Pacific Life
Newport Beach, CA, United States
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Job Description
Director of FPA and Expense Management
Lead/Direct Enterprise Budget process with additional focus on Corporate Share Service expense management. Analyze expense trends including variances to forecast/budget as well as key expense metrics and benchmarks. Provide expertise to departments around best practices in understanding and communicating drivers and efficiency metrics to customers.
Lead review of Enterprise and Corporate FP&A processes to mature function practices and value. Collaborate with operating divisions and corporate services to review existing and set future state vision for planning/budgeting, results and projection analysis, and KPI/forecasting analytics leveraging technology to drive efficient processes and increased value. Enhance C-suite management reporting packages. Lead additional department initiatives and projects.
Responsibilities:
• Drives monthly and quarterly internal management reporting process and distribution to Executive management. Provide variance and expense results and trends to key stakeholders. (
• Establishes timeline, coordinates, and leads the organizational budget process. Divisions point of contact and subject expert on budgets, variance reporting, and forecasting.
• Consult on financial review of business case justifications for business-wide projects with appropriate project leads to identify value and investment implications.
• Responsible for driving the execution of financial planning and analysis initiatives, including constant maturity of FP&A practices and capabilities. Drive engagement across enterprise FP&A teams to refine profitability drivers, analysis of financial metric trends, and improvements in projection capabilities.
• Focus on engagement and development for team of analysts. Manage and develop staff including clear goal setting and objectives, providing stretch assignments, development plans, and provide regular coaching and feedback.
Factors for Success:
• Bachelor’s Degree in Accounting, Finance or related field
• CPA preferred
• 7+ years of FP&A experience with expertise in budget and expense management
• 5+ years’ experience in a leadership role
• Excellent verbal and written communication skills
• Results-oriented and process-driven
• System Savvy, use of PeopleSoft, Hyperion Planning, Workiva