Sr. Financial Reporting Analyst I

Pacific LifeCharlotte, NC
Onsite

About The Position

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.

Requirements

  • 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.

Nice To Haves

  • 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.

Responsibilities

  • 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.

Benefits

  • Medical
  • Dental
  • Vision
  • Wellbeing Reimbursement Account
  • Paid Time Off
  • Holiday Schedules
  • Financial Planning Time Off
  • Paid Parental Leave
  • Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation
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