Director, Investment Reporting & Analytics

Pacific Life; Newport Beach (CA); On-site; USD 168,000 - 205,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellbeing Reimbursement Account

Paid Time Off

Holiday Schedules

Financial Planning Time Off

Paid Parental Leave

Adoption Assistance

401k company match

Job summary

Pacific Life is seeking an Investment Reporting Director to lead the Investment Reporting team in Newport Beach, CA or Charlotte, NC. You will oversee investment-related GAAP disclosures, quarterly divisional results, and Board materials, coordinating across multiple systems and enhancing reporting quality.

A CPA and 10+ years in finance/accounting are preferred. You will partner with Investments, Financial Reporting, and Division Finance, guiding a team of 2-3 professionals and driving process

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 skills and communication (written and verbal) skills and the ability to collaborate with others to effectively 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, 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

Skills

Leadership

Interpersonal skills

Communication

Excel

PowerPoint

Education

Bachelor's Degree in Accounting, Finance or related field

Tools

Essbase

Smartview

OBIEE

Business Objects

ePam

Job description

Pacific Life is seeking an Investment Reporting Director to lead the Investment Reporting team in Newport Beach, CA or Charlotte, NC. You will oversee investment-related GAAP disclosures, quarterly divisional results, and Board materials, coordinating across multiple systems and enhancing reporting quality.

A CPA and 10+ years in finance/accounting are preferred. You will partner with Investments, Financial Reporting, and Division Finance, guiding a team of 2-3 professionals and driving process