Senior Investment Reporting Analyst

Pacific Life Insurance; Charlotte (NC); Presencial; USD 94.000 - 115.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Dental

Vision

Wellbeing Reimbursement Account

Paid Time Off

Holiday Schedules

Financial Planning Time Off

Paid Parental Leave

Adoption Assistance Program

401k with company match

Descripción de la vacante

Pacific Life Insurance Company in Charlotte, NC is seeking a Senior Financial Reporting Analyst to provide timely investment reporting on a quarterly and annual basis and ad‑hoc reports for Investment Management. This on‑site role sits on a six‑person team in the corporate division and involves coordinating reports across fixed income, mortgage loans, derivatives, and equities.

You will preform ad‑hoc analyses, maintain controls, and participate in process improvements while leveraging tools

Formación

• 5+ years of relevant finance/accounting experience.
• 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.

Responsabilidades

• Coordinate and/or prepare reports, schedules, presentations, dashboards and ad hoc deliverables across assets including fixed income, mortgage loans, derivatives and equity investments.
• Prepare investment reporting including divisional due diligence reports, bank presentations, rating agency surveys, and industry surveys.
• Participate in technology and other projects that impact reporting for commercial and residential mortgage loans.
• Lead improvements to reporting processes.
• Prepare ad‑hoc financial analysis and management reports with thorough data understanding.
• Maintain controls over reporting and assist with special projects as needed.

Conocimientos

5+ years finance experience

CPA preferred

organizational skills

independent work

interpersonal skills

Educación

Bachelor’s in Accounting/Finance

Herramientas

ePAM

Clearwater Analytics

Enterprise

Excel

Power BI

Business Objects

Workiva (WDesk)

Descripción del empleo

Pacific Life Insurance Company in Charlotte, NC is seeking a Senior Financial Reporting Analyst to provide timely investment reporting on a quarterly and annual basis and ad‑hoc reports for Investment Management. This on‑site role sits on a six‑person team in the corporate division and involves coordinating reports across fixed income, mortgage loans, derivatives, and equities.

You will preform ad‑hoc analyses, maintain controls, and participate in process improvements while leveraging tools