Senior Financial Reporting Analyst

Pacific Life • Charlotte, NC

3d • $93,690 - $114,510 • Onsite

About The Position

Pacific Life is seeking a Senior Financial Reporting Analyst to join its Investment Accounting and Reporting team in the corporate division in Charlotte, North Carolina. This existing position is part of a six-person team and supports Pacific Life’s growth and long-term success by delivering timely and accurate quarterly, annual, and ad hoc investment reporting to Investment Management’s main constituents. The role is performed on-site at the Charlotte office four days per week.

The analyst coordinates and prepares reports, schedules, presentations, dashboards, and other deliverables covering a broad range of assets, including fixed income, mortgage loans, derivatives, and equity investments. The role also supports reporting-process improvements, reporting controls, technology and other projects affecting commercial and residential mortgage loan reporting, and ad hoc financial analysis and management reporting.

Pacific Life describes its culture as collaborative and committed to diversity and inclusion, supporting employees in achieving their potential. Compensation includes a stated base-pay range, with most employees eligible for additional incentive pay. Benefits begin on the first day of employment.

Requirements

• At least 5 years of relevant finance or accounting experience.
• Proven organizational skills and the ability to work under tight deadlines.
• Ability to work independently on assignments of varying complexity with minimal direction.
• Demonstrated interpersonal, written, and verbal communication skills, and ability to collaborate with others to solve problems effectively.

Nice To Haves

• CPA preferred.
• Bachelor’s degree in Accounting or Finance, or equivalent experience, preferred.
• Experience with investment accounting tools such as 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 with financial systems and tools, including Power BI, Business Objects, and Workiva (WDesk).

Responsibilities

• Coordinate and/or prepare reports, schedules, presentations, dashboards, and ad hoc deliverables covering fixed income, mortgage loans, derivatives, and equity investments.
• Prepare investment reporting, including divisional due diligence reports, bank presentations, rating agency surveys, and industry-related surveys.
• Participate in technology and other projects affecting reporting for commercial and residential mortgage loans.
• Lead improvements to reporting processes.
• Prepare ad hoc financial analyses and management reports, using a thorough understanding of the data.
• Maintain proper controls over reporting and an appropriate level of control consciousness.
• Assist with special projects as needed.

Benefits

• Medical, dental, and vision coverage.
• Wellbeing Reimbursement Account for the employee or eligible dependents.
• Paid time off, holiday schedules, and Financial Planning Time Off.
• Paid parental leave.
• Adoption assistance program.
• 401(k) savings plan with company match and an additional contribution regardless of participation.
• Most employees are eligible for additional incentive pay.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior