Senior Financial Reporting Analyst

Pacific Life Insurance Company; Charlotte (NC); On-site; USD 94,000 - 115,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k with company match

Paid time off

Parental leave

Job summary

Pacific Life Insurance Company in Charlotte, NC seeks a Senior Financial Reporting Analyst to deliver timely investment reporting quarterly and annually, plus ad hoc analyses for Investment Management. You’ll join a six-person Corporate team and help drive accuracy and insights across assets including fixed income, mortgages, derivatives and equities.

The role is on-site four days a week at our Charlotte office.

Qualifications

• 5+ years of relevant finance/accounting experience.

Responsibilities

• Coordinate and prepare reports, schedules, dashboards and ad hoc deliverables for assets including fixed income, mortgage loans, derivatives and equities.
• Prepare investment reporting including due diligence reports, bank presentations, rating agency surveys and industry surveys.
• Participate in projects affecting reporting for commercial and residential mortgage loans.
• Lead improvements to reporting processes and controls.
• Prepare ad-hoc financial analyses and management reports requiring data understanding.
• Support special projects and maintain proper controls over reporting.

Skills

Analytical mindset

Interpersonal skills

Written and verbal communication

Independently works on complex tasks

Collaboration

Education

Bachelor's Degree in Accounting/Finance or equivalent

Tools

ePAM

Clearwater Analytics

Enterprise

Power BI

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 Sr. Financial Reporting Analyst to join our Investment Accounting and Reporting team in Charlotte, NC

As a Senior Financial Reporting Analyst, you will play a key role in Pacific Life's growth and long-term success by providing timely and accurate investment reporting on quarterly and annual basis, as well as ad-hoc reporting to Investment Management's main constituents. You will fill an existing role that sits on a team of six people in the corporate division.

This role is on-site 4 days a week. You'll work at our Charlotte, NC office.

How you'll help move us forward:

• Coordinate and/or prepare various reports, schedules, presentations, dashboards and ad hoc deliverables across a board base of assets including fixed income, mortgage loans, derivatives and equity investments
• Prepare various investment reporting, including divisional due diligence reports, bank presentations, rating agency surveys, and industry related surveys
• Actively participate in technology and other projects that impact the reporting for commercial and residential mortgage loans
• Be innovative in leading improvements to reporting processes
• Prepare ad-hoc financial analysis and management reports as requested, requiring a thorough understanding of the data
• Maintain proper controls over reporting and understanding the right level of control consciousness; assist with special projects as needed

The experience you will bring:

• 5+ years of relevant finance/accounting experience
• CPA preferred
• Proven organizational skills with the ability to work under tight deadlines
• Ability to work independently on assignment of various levels of complexity with minimal direction
• Demonstrated interpersonal skills and communication (written and verbal) skills and the ability to collaborate with others to effectively problem solve
• Bachelor's Degree in Accounting, Finance or equivalent experience is preferred

What will make you stand out:

• Experience with investment accounting tools like ePAM, Clearwater Analytics or Enterprise
• Experience in the life insurance industry and/or financial services preferred
• Experience with investment accounting tools for Mortgage Loans such as Enterprise
• Familiarity or working knowledge of a broad spectrum of investment types including fixed income, mortgage loans and derivatives
• Advanced Excel skills and proficiency in financial systems and tools, including Power BI, Business Objects and Workiva (WDesk)

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.

$93,690.00 - $114,510.00

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