Senior Financial Reporting Analyst

Pacific Life • Charlotte, NC

6d • 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 role is part of a six-person team and is on-site four days per week. The analyst will provide timely and accurate quarterly and annual investment reporting, as well as ad hoc reporting, to Investment Management’s main constituents. The position covers a broad range of assets, including fixed income, mortgage loans, derivatives, and equity investments.

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 the ability to collaborate with others to solve problems effectively.
• A bachelor’s degree in Accounting, Finance, or equivalent experience is preferred.

Nice To Haves

• CPA.
• Experience with investment accounting tools such as ePAM, Clearwater Analytics, or Enterprise.
• Experience in the life insurance industry and/or financial services.
• 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 across a broad base of 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-related surveys.
• Participate in technology and other projects that affect reporting for commercial and residential mortgage loans.
• Lead improvements to reporting processes.
• Prepare ad hoc financial analysis and management reports as requested.
• Maintain proper controls over reporting and apply appropriate control consciousness.
• Assist with special projects as needed.

Benefits

• Medical, dental, and vision coverage.
• Wellbeing Reimbursement Account for eligible employees and dependents.
• Paid time off, holiday schedules, and Financial Planning Time Off.
• Paid parental leave.
• Adoption assistance.
• 401(k) savings plan with company match and an additional company contribution regardless of participation.
• Additional incentive pay may be available to most employees.

What This Job Offers

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