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
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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,…