Sr. Financial Reporting Analyst I
About The Position
Pacific Life is seeking a talented Sr. Investment Accountant II to join their PLA&R Investment Accounting Solutions team in Charlotte, NC or Newport Beach, CA. This is an on-site role. The Sr. Investment Accountant I will be instrumental in supporting accounting systems used by asset class teams, ensuring accurate reporting of investments across management, IFRS, GAAP, and Statutory statements. The role involves supporting Pricing Analytics, Investment accounting and reporting processes, the NAIC Ratings Process, and project work. This is a new position within a 16-person team in Investment Accounting, collaborating with 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
