Sr. Financial Reporting Analyst I

3M HEALTHCARE; Charlotte (NC); On-site; USD 93,690 - 114,510; Full time

Benefits offered by this job

Medical, Dental, Vision, and Wellbeing

Paid time off and holidays

Parental Leave and Adoption Assistance

401(k) with company match

Job summary

Pacific Life Insurance Company in Charlotte, NC seeks a Senior Investment Accountant II to join the PLA&R Investment Accounting Solutions team on-site. You will manage pricing processes, cash flow analytics, and multi-basis investment reporting.

The role emphasizes project leadership, process improvements, and strong collaboration with finance colleagues; requires a CPA preferred, 5+ years in investment accounting, and expertise with ePAM and Excel.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• At least 5 years of relevant finance/accounting experience.
• Experience with investment accounting systems such as ePAM.
• Strong organizational skills and ability to work under tight deadlines.
• Effective communication and documentation skills.

Responsibilities

• Manage pricing processes and analytics.
• Handle FAS91 / Cash Flow processes and analytics.
• Conduct investment accounting and reporting for multiple accounting bases.
• Lead project work related to investment accounting.
• Proactively seek to improve existing processes to meet new requirements and enhance operational reliability and efficiency.

Skills

Strong organizational skills

Effective communication

Ability to work under tight deadlines

Investment accounting knowledge

Education

Bachelor's degree in accounting, finance, or related field

Tools

ePAM

Microsoft Excel

Essbase

Business Objects

Oracle

PeopleSoft

Job description

We are seeking a Senior Investment Accountant II to join the PLA&R Investment Accounting Solutions team in Charlotte, NC; Newport Beach, CA. This role will be on-site.

Responsibilities

• Manage pricing processes and analytics.
• Handle FAS91 / Cash Flow processes and analytics.
• Conduct investment accounting and reporting for multiple accounting bases.
• Lead project work related to investment accounting.
• Proactively seek to improve existing processes to meet new requirements and enhance operational reliability and efficiency.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• At least 5 years of relevant finance/accounting experience.
• Experience working with investment accounting systems such as ePAM.
• Strong organizational skills and ability to work under tight deadlines.
• Effective communication and documentation skills.

Preferred Qualifications

• CPA or equivalent (active or inactive).
• Experience in the financial services industry, especially the insurance sector.
• Knowledge of a broad spectrum of investments, especially fixed income.
• Advanced knowledge of Microsoft Excel functions, Essbase, Business Objects, Oracle, and Peoplesoft.

Compensation

Base Pay Range: $93,690.00 – $114,510.00. Compensation may vary based on experience, qualifications, and geographic location. Additional incentive pay may be available.

Benefits

• Medical, Dental, Vision, and Wellbeing Reimbursement Account.
• Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Paid Parental Leave and Adoption Assistance Program.
• Competitive 401(k) savings plan with company match and an additional contribution regardless of participation.

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.