Senior Financial Reporting Analyst

Pacific Life Insurance Company; United States; Vor Ort; USD 94.000 - 115.000; Vollzeit

Benefits dieser Stelle

Health benefits

401(k) retirement plan with companymat

Paid time off

Zusammenfassung

Pacific Life Insurance Company in Charlotte, NC seeks a Senior Financial Reporting Analyst to join the Investment Accounting and Reporting team. The role focuses on timely and accurate investment reporting on a quarterly and annual basis, plus ad-hoc reporting to Investment Management.

It sits on a team of six in the corporate division. You will coordinate reports across assets (fixed income, mortgage loans, derivatives, equities), engage in due diligence reporting, and drive process

Qualifikationen

• 5+ years of finance/accounting experience
• CPA preferred
• Proven organizational skills under tight deadlines
• Ability to work independently on varied complexity
• Strong interpersonal and written/verbal communication
• Bachelor’s Degree in Accounting or Finance preferred

Aufgaben

• Coordinate and/or prepare reports, schedules, presentations, dashboards and ad hoc deliverables for assets including fixed income, mortgage loans, derivatives and equity investments
• Prepare investment reporting including due diligence reports, bank presentations, rating agency surveys
• Participate in projects impacting reporting for mortgage loans
• Lead improvements to reporting processes
• Prepare ad-hoc financial analyses and management reports
• Maintain controls over reporting and assist with special projects

Kenntnisse

Financial reporting experience

Analytical skills

Communication

Independent work

Ausbildung

Bachelor’s Degree in Accounting or Finance

CPA preferred

Tools

ePAM

Clearwater Analytics

Enterprise

Excel

Power BI

Business Objects

Workiva (WDesk)

Jobbeschreibung

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.

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

• 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

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.

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.

Pacific Life is more than a job — it’s a career with purpose. For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. Learn more.

Pacific Life's success is driven by our people. We create, embrace and sustain an inclusive workplace where all employees are respected and supported throughout their career. Our values inspire and direct our actions shaping the vibrant culture we proudly uphold. Learn more.