Senior Financial Reporting Analyst II

Senior Financial Reporting Analyst II

Requirements

• 8 + years of relevant experience
• Bachelor’s Degree in Accounting, Finance, or related field
• Ability to meet and manage responsibilities under tight time frames

Responsibilities

• 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

Preferred Qualifications

• Public accounting experience and CPA license are preferred
• 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