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Newport Beach Full Time financial planning and analysis manager

31 financial planning and analysis manager jobs found in Newport Beach

Pacific Life
07/01/2026  
Annuity Platform Manager, Distribution Partner Integration
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 are seeking an Annuity Platform Manager, Distribution Partner Integration to join our Distribution Partner Integration team. This role can be based in Newport Beach, CA; Omaha, NE; Charlotte, NC; or Remote. As Annuity Platform Manager, Distribution Partner Integration, you will lead a team responsible for enabling and supporting technology solutions across...
Pacific Life Newport Beach, CA Full Time
Pacific Life
07/18/2026  
Sr. Business Analyst II - Advanced Analytics
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 actively seeking a talented Sr. Business Analyst to join our Advanced Analytics team in Newport Beach, CA.  As a Sr. Business Analytst, you'll serve as the business-facing partner for Advanced Analytics across our Consumer Markets Division. Sitting at the front of the house, you'll uncover business initiatives, pain points, and value drivers across...
Pacific Life Newport Beach, CA Full Time
Pacific Life
07/18/2026  
Business Analyst Consultant - Advance Analytics
Job Description: We're actively seeking a talented Business Analyst to join our Advanced Analytics team in Newport Beach, CA.  As a Business Analyst Consultant - Advanced Analytics, you'll serve as the business-facing partner for Advanced Analytics across our Consumer Markets Division. Sitting at the front of the house, you'll uncover business initiatives, pain points, and value drivers across Finance, Underwriting, Sales, Product, and Fraud — then orchestrate the right analytics solutions by engaging our Analytics Engineering, Data Visualization, and Data Science teams. You'll own each initiative end-to-end against a delivery timeline and continue evolving solutions long after launch. Success in this role depends on close collaboration — uniting business stakeholders, Analytics Engineering, Data Visualization, and Data Science teams around a shared goal and ensuring every team is aligned on priorities, scope, and outcomes.  How you’ll help us move forward:...
Pacific Life Newport Beach, CA Full Time
Pacific Life
07/16/2026  
Data Scrum Master
Job Description: As a Senior Scrum Master, you will be a servant leader, facilitator, and delivery partner for Agile teams responsible for data products and data-enabled capabilities. You will help teams improve delivery predictability, manage complex dependencies, and create clear visibility into priorities, risks, blockers, and outcomes.  This role does not require prior actuarial domain experience. The ideal candidate brings strong Agile delivery discipline, comfort working in complex data or technology environments, and the ability to help cross-functional teams stay focused, aligned, and continuously improving.  How You'll Help Move Us Forward  Facilitate Agile ceremonies, including sprint planning, daily stand-ups, backlog refinement, sprint reviews, and retrospectives.  Partner with Product Owners, Delivery Leads, Architects, Data Engineers, Analysts, and business stakeholders to support successful delivery of data initiatives.  Use Azure DevOps to...
Pacific Life Newport Beach, CA Full Time
Pacific Life
07/14/2026  
Defined Contribution Product Analyst
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 actively seeking a talented Product Analyst to join the Institutional Division in Newport Beach, CA or Omaha, NE or Charlotte, NC. This role is on-site. In this role, you’ll play a key role in Pacific Life’s growth and long-term success by supporting efforts for defined contribution financial products by enhancing and automating product-related...
Pacific Life Newport Beach, CA Full Time
Flagstar Bank
07/13/2026  
Senior Relationship Manager - Commercial Real Estate
Position Title Senior Relationship Manager - Commercial Real Estate   Location Newport Beach, CA 92660   Job Summary The Relationship Manager Sr - CRE Specialty manages commercial real estate loan relationships of all levels of complexity. Generates new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. This position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures...
Flagstar Bank Newport Beach, CA Full Time
Pacific Life
07/08/2026  
Sr. Financial Analyst II
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...
Pacific Life Newport Beach, CA Full Time
Pacific Life
07/01/2026  
Senior Illustrations Systems Analyst
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. Pacific Life is on the lookout for two driven and innovative Illustrations System Analyst to join our forward-thinking Illustrations Team in Newport Beach, CA . Our Illustrations platform is more than just a system — it’s a key strategic differentiator that fuels enhanced customer experience and powers business growth across the organization. The CMD...
Pacific Life Newport Beach, CA Full Time
Pacific Life
07/01/2026  
Sr Systems Analyst (Annuity Platforms)
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 is a big responsibility, but 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 is the right thing to do. Pacific Life is more than a job; it is a career with purpose, where you have the support, balance, and resources to make a positive impact on the future – including your own. In this role, you will support complex initiatives across our Annuity Order Entry platforms, including Affirm, AnnuityNet, and Firelight. Specifically, you will translate product, distributor, regulatory, and operational needs into clear system requirements, acceptance criteria, configuration specifications, and implementation support for new and existing Annuity...
Pacific Life Newport Beach, CA Full Time
Pacific Life
06/30/2026  
Senior Actuary (FSA) - Life Pricing
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 actively seeking a talented Senior Actuary to join our Life Insurance Pricing team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA, Omaha, NE, or Charlotte, NC. If you are not currently located near one of our offices, we offer comprehensive relocation assistance. This role is hybrid. We believe in empowering...
Pacific Life Newport Beach, CA Full Time
Pacific Life
06/26/2026  
Marketing Analytics Senior Analyst
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 actively seeking a talented Marketing Analytics Senior Analyst to join our team in Newport Beach, CA. How you'll help move us forward: Use SQL to build targeted audiences from Snowflake data for marketing campaigns such as product launches etc. Leverage Marketing Cloud automation studio to pipeline the audiences into data extensions. Conduct...
Pacific Life Newport Beach, CA Full Time
Pacific Life
06/26/2026  
Investments Operational Support Analyst - Document/Data Management
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 actively seeking a talented Operational Support Analyst to join our Pacific Life Investments (PLI) Operations team in Newport Beach, CA. As a PLI Operational Support Analyst, you’ll move Pacific Life, and your career, forward by working closely with team members to provide ongoing administration of our official documents for all PLI asset classes....
Pacific Life Newport Beach, CA Full Time
Pacific Life
06/26/2026  
Director and Financial Engineer
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 actively seeking a talented Director and Financial Engineer to join our Product Development Team in Newport Beach, CA; Omaha, NE; or Charlotte, NC. As a Director you’ll move Pacific Life, and your career, forward by assisting to develop and support the launch of new annuity products that deliver high value for our customers and align with Pacific Life’s...
Pacific Life Newport Beach, CA Full Time
HUB International
06/25/2026  
Account Representative, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.   THE OPPORTUNITY: HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our...
HUB International Newport Beach, CA Full Time
Pacific Life
06/24/2026  
Sr Insurance Administration Analyst I
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 actively seeking a talented Sr Insurance Administration Analyst I to join our Portfolio Operations team in Newport Beach, CA. The Sr Insurance Administration Analyst is responsible for supporting the administration and compliance monitoring of property and casualty insurance coverage for Pacific Life’s commercial real estate loan portfolio. This role...
Pacific Life Newport Beach, CA Full Time
HUB International
06/18/2026  
Account Executive, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Executive manages assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is responsible for the development and implementation of the client’s multi-year strategic plan. The Account Executive ensures HUB’s clients have the support, tools and resources needed to...
HUB International Newport Beach, CA Full Time
Pacific Life
06/17/2026  
Senior Actuary (FSA) - Data Steward
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 actively seeking a talented Senior Actuary (FSA) to join our Data Steward team in Charlotte, NC, Newport Beach, CA or Omaha, NE . This role follows a hybrid schedule of four days in the office (on-site). If you are not currently located near one of our offices, you will be required to relocate. While construction is underway for our new Charlotte...
Pacific Life Newport Beach, CA Full Time
Pacific Life
06/17/2026  
Sr Marketing Journey & Audience Strategy Lead
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 are actively seeking a Senior Marketing Journey & Audience Lead Strategist to join our Marketing Strategy Team in Newport Beach, CA. This is a hybrid role (4 days per week in the office/1 day remote) This is a high-impact, individual contributor role for someone who brings strong strategic thinking, technical skill, and ideas on how to improve marketing...
Pacific Life Newport Beach, CA Full Time
Pacific Life
06/09/2026  
Senior Actuary (FSA) - Life Projections
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 actively seeking a talented Senior Actuary to join our Enterprise Actuarial Life Projections Team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA, Omaha, NE, or Charlotte, NC. If you are not currently located near one of our offices, we offer comprehensive relocation assistance. As Senior Actuary in the...
Pacific Life Newport Beach, CA Full Time
Pacific Life
06/04/2026  
Senior Accountant II
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 actively seeking a talented Senior Financial Reporting Analyst II to join our centralized accounting and financial reporting team in Newport Beach, CA. As a Senior Financial Reporting Analyst II, you’ll move Pacific Life, and your career, forward by supporting accounting and financial reporting over the Institutional and Workforce Benefits divisional...
Pacific Life Newport Beach, CA Full Time

 

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