Senior Financial Reporting Analyst II

Posted 6 Hours Ago
Be an Early Applicant
Newport Beach, CA
122K-149K Annually
Senior level
Financial Services
The Role
As a Senior Financial Reporting Analyst, you will prepare U.S. Statutory financial statements, collaborate with auditors, and improve financial processes.
Summary Generated by Built In

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’re actively seeking a talented Senior Financial Reporting Analyst II to join our Financial Reporting and Analysis Team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.

As a Senior Financial Reporting Analyst II you’ll move Pacific Life, and your career, forward by working closely with external auditors and regulators to support audits and resolve inquiries while collaborating with cross-functional teams to improve financial processes and resolve discrepancies. You will fill an existing role that sits on a team of three people in the Financial and Reporting Division. .

How you will make an impact: 

  • 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 will 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

#LI-KB1

You can be who you are.
People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
Benefits start Day 1.
Your wellbeing is important. We’re committed to providing 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 a 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.

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

Naic Guidelines
U.S. Statutory Financial Statements
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The Company
HQ: Newport Beach, CA
3,447 Employees
On-site Workplace
Year Founded: 1868

What We Do

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list.

Learn more about Pacific Life:
www.instagram.com/pacificlife
www.twitter.com/pacificlife
www.facebook.com/PacificLife
www.youtube.com/user/PacificLifeInsurance

Please review our social media guidelines: paclife.co/social

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