Director Financial Reporting

Pacific Life; Charlotte (NC); On-site; USD 168,000 - 205,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

Wellbeing Reimbursement Account

Paid Time Off and Holidays

Financial Planning Time Off

Paid Parental Leave and Adoption Allow

401k with company match

Job summary

Pacific Life is seeking an Investment Reporting Director to lead the Investment Reporting team in either Newport Beach, CA or Charlotte, NC. The role guides investment-related financial reporting, analytics, and executive reporting, including quarterly divisional results and Board materials.

You will manage a small team, partner with Investments and Financial Reporting, and drive process improvements. The position requires a Bachelor's in Accounting/Finance, 10+ years of finance experience, and

Qualifications

• Bachelor's Degree in Accounting, Finance or a related field
• 10+ years of relevant finance/accounting experience
• CPA preferred
• Prior leadership experience in an accounting/reporting role a plus
• Proven organizational skills with the ability to work under tight deadlines
• Ability to coordinate complex deliverables across multiple systems with minimal direction
• Demonstrated interpersonal and communication skills and the ability to collaborate to problem solve

Responsibilities

• Lead and develop a team of 2-3 professionals responsible for investment and financial reporting activities
• Oversee the preparation, review, and delivery of quarterly divisional investment results packages and quarterly trends
• Direct preparation and review of GAAP disclosures and cash flow reporting for investments
• Lead the review of Board Investment & Finance committee materials
• Review and oversee investment reporting deliverables across the department
• Oversee submission of investment-related rating agency surveys, regulatory reporting, and external reporting
• Provide leadership on complex financial reporting and accounting matters
• Coordinate internal and external audits and ICFR activities
• Drive improvements to investment accounting and reporting processes
• Build relationships with peers and business units to align with business needs

Skills

Leadership

Interpersonal skills

Excel

PowerPoint

Analytical thinking

Education

Bachelor's degree in Accounting/Finance or related field

CPA preferred

Tools

Essbase

Smartview

OBIEE

Business Objects

ePam

Excel

Job 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 Investment Reporting Director to join our Accounting & Reporting team in Newport Beach, CA or Charlotte, NC. As an Investment Reporting Director you will play a critical role in Pacific Life's financial and management reporting processes. This position is responsible for leading investment-related financial reporting, analytics, and executive reporting activities, including the quarterly divisional investment analysis, Board Investment & Finance Committee reporting, and other key internal and external reporting deliverables.

You will lead a team of professionals while providing oversight and review of work across the broader Investment Reporting team. The role serves as a key partner to Pacific Life Investments, Financial Reporting, and Division Finance teams.

This role offers the opportunity to influence critical business decisions, drive process improvements, and lead initiatives to enhance reporting quality, efficiency, and scalability.

How you'll help us move forward

• Lead and develop a team of 2-3 professionals responsible for investment and financial reporting activities

• Oversee the preparation, review, and delivery of quarterly divisional investment results packages, including analysis of key drivers and quarter-over-quarter trends for Corporate and Reinsurance divisions

• Direct the preparation and review of investment-related GAAP financial statement disclosures and cash flow reporting to ensure completeness, accuracy, and compliance with reporting requirements

• Lead the review of the Board Investment & Finance committee materials

• Review and provide oversight of investment reporting deliverables prepared by team members and other contributors across the department

• Oversee the preparation and submission of investment-related rating agency surveys, regulatory reporting, and other external reporting requirements

• Provide leadership and guidance on complex financial reporting, analytical, and accounting-related matters affecting investment reporting

• Coordinate and support internal audits, external audits, ICFR activities, and other governance-related initiatives

• Be innovative in leading improvements to investment accounting and reporting processes

• Maintain proper controls over reporting and understanding the right level of control consciousness; assist with special projects as needed

• Build solid relationships with peers and key business unit personnel and others to expand and enrich knowledge and gain a greater perspective of their business needs

The experience you bring

• Bachelor's Degree in Accounting, Finance or a related field

• 10+ years of relevant finance/accounting experience

• CPA preferred

• Prior leadership experience in an accounting/reporting role a plus

• Proven organizational skills with the ability to work under tight deadlines

• Ability to coordinate complex deliverables across multiple systems with minimal direction

• Demonstrated interpersonal skills and communication (written and verbal) skills and the ability to collaborate with others to effectively problem solve

What makes you stand out:

• Experience in the life insurance industry and/or financial services preferred

• Familiarity or working knowledge of a broad spectrum of investment types including fixed income, mortgage loans, private equity and derivatives

• EPM experience - Essbase, Smartview, OBIEE

• Experience use business objects and ePam preferred

• Advanced computer skills and strong command of Excel and Power Point

• Ability to innovate and leverage technology for efficiencies and enhanced analytics

Compensation will be determined based upon skill set, experience, and location of position.

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

#LI-TM1

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.

$167,670.00 - $204,930.00

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.