Sr. Financial Analyst II
$124,830–$152,570 year
On-siteNewport Beach, California, United States
Job Summary
Develop and maintain financial and profitability analytics for life insurance and annuity products across distribution partners. Extract, transform, and analyze large datasets using Snowflake and SQL to support reporting, forecasting, and business insights. Design scalable data models and partner with Product, Distribution, and Finance teams to analyze product performance, compensation structures, and sales trends. Translate business questions into data-driven analyses and present findings to senior stakeholders, while identifying opportunities to streamline and automate data processes. Ensure data integrity and consistency across multiple sources. This role sits at the intersection of finance, data, and business strategy within the Sales Reporting and Analysis team, leveraging modern data platforms to influence product performance and profitability.
Required Qualifications
- 8+ years of experience in finance, analytics, or a related field
- Bachelor's degree in Finance, Accounting, Economics, or a quantitative discipline
- Strong understanding of life insurance and/or annuity products, including product mechanics and distribution models
- Advanced proficiency in SQL with experience querying large datasets
- Hands-on experience with Snowflake or similar cloud-based data platforms
- Experience with data transformation and visualization tools (e.g., Alteryx, Tableau, Power BI)
- Strong analytical, problem-solving, and critical thinking skills
- Ability to manage multiple priorities and deliver results in a fast-paced environment
- Excellent communication skills, with the ability to translate complex data into clear business insights
- Operates with a high level of independence and accountability
- Proactively identifies opportunities to improve processes and enhance insights
- Acts as a resource and mentor to junior team members
- Collaborates effectively across teams and influences decision-making through data
Desired Qualifications
- MBA or advanced degree preferred
- Experience working with financial product profitability models or commission/compensation analysis
- Familiarity with data pipelines, data modeling, or analytics engineering concepts
- Exposure to automation, AI-driven analytics, or advanced reporting capabilities
- Experience supporting cross-functional initiatives involving Finance, Technology, and Business teams
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