Sr. Financial Reporting Analyst I

Posted 8 Days Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
94K-115K Annually
Senior level
Financial Services
The Role
As a Sr. Financial Reporting Analyst I, you will support investment accounting systems, ensure proper investment reporting, and seek process improvements while managing multiple accounting bases.
Summary Generated by Built In

Job Description:

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We’re actively seeking a talented Sr. Investment Accountant II to join our PLA&R Investment Accounting Solutions in Charlotte, NC; Newport Beach, CA. This role will be on-site.

As a Sr. Investment Accountant I, you’ll play a key role in Pacific Life’s growth and long-term success by supporting accounting systems used by asset class teams to ensure the success of reporting of investments in management, IFRS, GAAP, and Statutory statements. This role will be supporting Pricing Analytics, Investment accounting and reporting process, NAIC Ratings Process, and project work. You will fill a new role that sits in a team of 16 people in Investment Accounting.  Your colleagues will include the AVP of Finance and Reporting, fellow investment accounting professionals, Operations professionals, and Information Technology professionals.

 

How you will help move us forward:

  • Pricing process and analytics.

  • FAS91 / Cash Flow process and analytics.

  • Investment Accounting and reporting for multiple accounting basis.

  • Project work.

  • Proactively seek to improve existing processes to meet new requirements and/or improve operational reliability and efficiency.

 

The experience you will bring:

  • Bachelor's degree in accounting, finance, or equivalent preferred.

  • 5+ years of relevant finance/accounting experience.

  • Experience working with investment accounting systems ePAM.

  • Proven organizational skills with the ability to work under tight deadlines.

  • Effective communication and documentation.

 

What will make you stand out:

  • CPA or equivalent (active or inactive).

  • Experience in financial services industry (insurance industry highly preferred)

  • Familiar or working knowledge of a broad spectrum of investments, specifically fixed income.

  • Advanced knowledge of Microsoft Excel functions, Essbase, Business Objects, Oracle, Peoplesoft.

You can be who you are.
People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

Compensation may vary from the posted range and will be adjusted to reflect the local market
#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 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.

Skills Required

  • Bachelor's degree in accounting, finance, or equivalent preferred
  • 5+ years of relevant finance/accounting experience
  • Experience working with investment accounting systems ePAM
  • Proven organizational skills with the ability to work under tight deadlines
  • Effective communication and documentation
  • CPA or equivalent (active or inactive)
  • Experience in financial services industry (insurance industry highly preferred)
  • Familiar or working knowledge of a broad spectrum of investments, specifically fixed income
  • Advanced knowledge of Microsoft Excel functions, Essbase, Business Objects, Oracle, Peoplesoft
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The Company
HQ: Newport Beach, CA
3,447 Employees
Year Founded: 1868

What We Do

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list. Learn more about Pacific Life: www.instagram.com/pacificlife www.twitter.com/pacificlife www.facebook.com/PacificLife www.youtube.com/user/PacificLifeInsurance Please review our social media guidelines: paclife.co/social

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