Position Details

Salary $84K – $103K USD / year

Type Full-Time

Experience mid

Exp. Years 2-5 years

Education Bachelor's degree in finance, accounting, business, or a related field.

Category Finance & Accounting

About this role

Financial Analyst II role in Pacific Life's Enterprise Business Insights team supporting expense management, journal entries, and executive reporting, with heavy use of Oracle EDM/EPBCS/PeopleSoft and Excel.

Key Responsibilities

Prepare and post journal entries to support expense management
Track enterprise project expenses and provide financial governance
Prepare executive-level reporting, dashboards, and presentations
Maintain EDM metadata in Oracle EDM
Ad hoc budget tracking, forecasting, and variance analysis

Technical Overview

Strong FP&A focus with ERP/EPM tooling (Oracle EDM/EPBCS, PeopleSoft); data governance, budget forecasting, and dashboard/reporting capabilities; requires advanced MS Office skills.

Ideal Candidate

The ideal candidate is a mid-level FP&A professional with 2-5 years of experience, proficient in Oracle EPM/EDM, PeopleSoft, and advanced MS Office; capable of delivering executive-level reporting and driving expense management for enterprise initiatives.

Must-Have Skills

2-5 years FP&A experienceBachelor's degree in financeaccountingbusinessor related fieldExperience with PeopleSoftOracle EPM (EPBCS-Planning and BudgetingEDM-Data Management) or similarStrong MS-Office skills (ExcelPowerPointWord)

Nice-to-Have Skills

SQLTableauPower BIDashboard development

Tools & Platforms

PeopleSoftOracle EPMEPBCSOracle EDM

Required Skills

Journal entriesexpense managementOracle EDMEnterprise Data ManagementOracle EPMEPBCS planning and budgetingEDM data managementPeopleSoftExcelPowerPointWordbudget trackingforecastingvariance analysisdashboardsexecutive-level reporting

Hard Skills

Journal entriesExpense managementOracle EDMEnterprise Data ManagementOracle EPMEPBCSPlanning and BudgetingEDMPeopleSoftExcelPowerPointWordBudget trackingForecastingVariance analysisDashboardExecutive-level reportingOracle EPM applications

Soft Skills

Attention to detailAccountabilityResponsivenessAnalytical thinkingProblem-solvingCommunicationCollaboration

Industry & Role

Industry Insurance

Job Function Finance & accounting analytics and reporting to support enterprise expense management

Role Subtype Financial Analyst

Tech Domains Oracle EDM, Oracle EPM, PeopleSoft, Microsoft Excel, PowerPoint, Word

Keywords for Your Resume

financial analyst iipacific lifeenterprise business insightsexpense managementjournal entriesoracle edmoracle epmepbcsedmpeopleSoftexcelpowerpointwordbudget trackingforecastingvariance analysisdashboardexecutive-level reportingoracle epm applicationsfp&a

Deal Breakers

Bachelor's degree in finance, accounting, or related field, 2-5 years FP&A experience, Proficiency with PeopleSoft and Oracle EPM/EPBCS/EDM, On-site work in Newport Beach, CA

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