Pacific Life

Sr. Business Analyst

Pacific Life Newport Beach, California, United States · $103K–$126K/yr

Financial Services · 1,001-5,000 employees

Yesterday
business-analyst Senior (5-10 yrs) Full-time United States
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About the role

The Sr. Business Analyst will coordinate product portfolio activities, manage stage gate governance, and facilitate cross-functional collaboration across Life and Annuity teams. They are responsible for preparing executive dashboards, tracking project milestones, and driving continuous improvement in governance frameworks.

What they look for

Business analysis Project coordination Portfolio management Governance Stakeholder management Executive reporting Process improvement Stage gate administration Cross-functional collaboration Microsoft Copilot Microsoft Teams SharePoint Planview Smartsheet Agile delivery frameworks Financial services

Requirements

Candidates must have at least 5 years of experience in business analysis, project coordination, or portfolio management. Proficiency in Microsoft tools and project management software is required, along with strong communication skills for engaging with senior leadership.

Benefits

Medical Dental Vision Wellbeing reimbursement account Paid time off Holiday schedules Financial planning time off Paid parental leave Adoption assistance program 401k savings plan with company match

Full description

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 – Product Portfolio Management & Governance to join our Product Development team in Newport Beach, CA or Omaha, NE.  

As a Sr Business Analyst – Product Portfolio Management & Governance, you’ll move Pacific Life, and your career, forward by supporting the governance, portfolio management, and execution of Product Development’s initiatives. You will support the execution excellence of the Product Development product portfolio through governance coordination, portfolio reporting, stage gate administration, and cross-functional collaboration. This role serves as a key point of coordination across Life and Annuity Product Delivery Teams, helping to ensure consistent execution, informed-decision-making, and continuous improvement across the product development lifecycle.

How you’ll help move us forward:

Portfolio Operations & Coordination

  • Coordinate Product Development portfolio activities across Life and Annuity projects
  • Establish and administer product portfolio schedules, milestones, and dependencies 
  • Track action items and risks early to ensure timely decision-making and execution 
  • Facilitate recurring governance meetings and clear communications across teams and stakeholders

Stage Gate Governance

  • Support administration of the Product Development Stage Gate process and framework
  • Coordinate gate reviews, approvals, and required documentation
  • Monitor compliance with stage gate requirements and governance standards
  • Assist with continuous improvements to governance processes and templates

Executive Reporting & Portfolio Insights

  • Prepare executive dashboards, reports and presentation material
  • Consolidated project updates and communicate portfolio health
  • Identify reporting trends and escalate potential risks

Process Improvement & Documentation

  • Act as process champion and leader for new stage gate and governance framework – find opportunities for iteration
  • Drive adoption of standardized processes and templates to improve efficiency, transparency, and audit readiness

Cross-Functional/Project Management Support

  • Serve as the central coordination point across Product Development, aligning Pricing, Product Delivery and key stakeholders to support timely execution and clear ownership
  • Coordinate end-to-end deliverables, requirements, clarifications, and feedback loops across Product Development and key stakeholders to ensure needs are understood, addressed, and documented

The experience you bring:

  • 5 years of business analysis, project coordination, or portfolio management experience
  • Strong communication and facilitation skills with senior leadership and cross-functional stakeholders
  • Ability to track and manage progress across multiple projects, deliverables, and priorities
  • Proficiency in Microsoft tools, including Copilot, OneNote, Teams, SharePoint, Project, PowerPoint and Excel, as well as additional project management tools such as Planview or Smartsheet

What makes you stand out:

  • Proven experience in product development or delivery functions, preferably for Life and/or Annuity products
  • Experience with governance tooling, portfolio management systems, or Agile delivery frameworks
  • Familiarity with AI productivity, prompting and models
  • Experience building dashboards or executive reporting
  • Financial services experience especially with Life Insurance and Annuities
  • Continuous improvement mindset

#LI-TB1

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$103,140.00 - $126,060.00

Your Benefits Start Day 1    

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

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