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Financial Analyst Expense Consultant
Pacific Life
Aliso Viejo, CA, United States
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Job Description
The FINANCIAL ANALYST EXPENSE CONSULTANT is responsible to identify key expense drivers and analyze business performance, forecasting expected results and developing recommendations for strategic decisioning and measuring profitability. Drive strategic business decisioning with Senior Leadership through the design and implementation of monthly financial dashboards and KPI reporting Expand analysis around expense profitability and Expense Recovery Ratio (ERR) performance.
50% Identifying emerging trends through analytics associated with expense drivers and other key metrics. Developing recommendations and communication plan to Leadership.
• Design, implement, and maintain financial dashboards & KPI reporting
• Partner with key stakeholders to create, maintain and analyze key business & expense drivers (Operations, Technology, Sales and Marketing, etc.)
• Work closely with Product Design, Valuation and Illustration Actuary to understand priced expenses and reconcile to actual expenses
• Review and analyze Corporate allocations
• Understand and explain insurance accounting as it relates to expenses (e.g., deferred acquisition costs, capitalization, amortization, etc.)
• Assist with monthly, quarterly and annual expense analysis
30% Communicating and collaborating with Leadership on findings and recommendations resulting from analysis performed
• Work proactively with Senior Leadership to identify opportunities and to drive business growth initiatives which deliver customer value and meet company growth objectives
• Engage in annual strategic business activities and support translation of strategies into high-level roadmap and execution scope
20% Maintaining data integrity, data mining and process improvements
• Partner with key stakeholders to design, implement and maintain reporting solutions that will allow easier modeling and improved analysis around financial levers (Risk Management, Actuarial, and Product Design)
• Assist with implementation of new analytic and reporting tools (Hyperion Planning)
• Responsible for recognizing and adhering to internal control procedures
• Advocate and champion continuous improvement within the functional area as well as throughout the organization
The right candidate will have the following qualifications and experience:
• Bachelor’s degree in Accounting, Finance, Economics, or Mathematics. CPA and or MBA preferred.
• 10+ years finance experience and 5+ years of leadership experience
• 5+ years experience cross functional finance positions covering both Product and Business decision support roles
• Strong integrator, with strategic business acumen and the ability to see and communicate inter-dependencies to key stakeholders to ensure an optimal overall result
• Demonstrate intellectual curiosity and analytical skills in areas of high complexity, ambiguity and diversity with the ability to apply knowledge to work assignments
• Ability to work cooperatively and collaboratively with all levels of employees, management, and external vendors to maximize performance, creativity, problem solving and results
• Experience with system implementations
• Experience with Hyperion Planning, PeopleSoft, and/or similar systems