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Pacific Life

Sr Financial Reporting Analyst II

Posted 4 Days Ago
In-Office
2 Locations
122K-149K Annually
Senior level
In-Office
2 Locations
122K-149K Annually
Senior level
Prepare and complete U.S. Statutory financial statements, analyze financial data, coordinate with divisions, assist stakeholders, and lead projects.
The summary above was generated by AI

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. 

 We are actively seeking a talented Sr Financial Reporting Analyst II to join our Financial Reporting team in our Newport Beach, CA or Omaha, NE office.

How you'll help move us forward: 

  • Responsible for the preparation and completion of quarterly and year-end U.S. Statutory financial statements and supplemental filings in compliance with NAIC guidelines and state regulations for assigned US insurance companies at Pacific Life

  • Coordinate with divisions on the timing and accuracy of inputs for the statutory statements

  • Analysis of assigned financial statements and schedules, which would include researching and resolving inconsistencies by conducting initial investigation

  • Analysis and appropriate application of disclosure requirements based on the relevant disclosure checklists

  • Assist in the quarterly planning meetings with various business stakeholders

  • Ensure proper controls over the reporting process are performed for all assigned statements, filings, and reports

  • Assist stakeholders with statutory guidance related to assigned reporting requirements

  • Assist in completion of various projects and tasks as assigned by internal management including support of the finance transformation initiatives of Pacific Life

  • Working closely with external auditors and regulators to support audits and resolve inquiries

  • Collaborate with cross-functional teams to improve financial processes and resolve discrepancies

  • May lead functional teams or projects

   

The experience you bring: 

  • 8 + years of relevant experience

  • Bachelor’s Degree in Accounting, Finance, or related field

  • Public accounting experience and CPA license are preferred

  • Ability to meet and manage responsibilities under tight time frames

What makes you stand out:

  • Strong technical, analytical, organizational and problem-solving skills

  • Experience in the completion or review of U.S. Statutory financial statements

  • Excellent communication skills both oral and written

  • Process improvement mindset

  • Ability to work independently with minimal guidance

  • Experience in the Life Insurance Industry

  • Proven attention to detail

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 and position level 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.

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

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.

$121,770.00 - $148,830.00

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

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.

Top Skills

Financial Analysis
Naic Guidelines
U.S. Statutory Financial Statements
HQ

Pacific Life Newport Beach, California, USA Office

700 Newport Center Drive, Newport Beach, CA, United States, 92660

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