Financial Reporting Consultant at Pacific Life

Newport Beach, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Financial ServicesIndustries

Requirements

Bachelor’s degree in Accounting, Finance, or related field
10+ years of experience in accounting and financial reporting
Proficiency in Microsoft Office, including Excel, Teams, and Outlook
Strong analytical and problem-solving skills
Ability to manage multiple priorities under tight time constraints
What makes you stand out
CPA licensure or candidacy
Experience with PeopleSoft, Oracle, Essbase, or ARCs
Prior experience in public accounting and/or the insurance industry

Responsibilities

Stay ahead of evolving accounting issues by leading the design of accounting entries and reporting requirements for new transactions, collaborating with subject matter experts and stakeholders across various teams, and leveraging industry expertise to provide informed recommendations aligned with technical guidance and best practices
Lead quarterly analysis and reporting initiatives by identifying key trends, communicating drivers across corporate and intercompany impacts, and ensuring business events are accurately reflected in financial results and documentation
Provide essential support to the controllership function by managing journal entries and account reconciliations, ensuring compliance in multi-entity financial consolidations, assisting with intercompany settlements, audits, and financial reporting, and contributing to both small-scale and transformative Finance initiatives
Act as a subject matter expert by providing insights across functions, interpreting business issues, recommending improvements, shaping strategy, solving complex challenges with broad business impact, and effectively communicating technical concepts to diverse audiences

Skills

Financial Reporting

Accounting

Journal Entries

Account Reconciliations

Financial Consolidations

Intercompany Settlements

Audits

GAAP

Pacific Life

About Pacific Life

Newport Beach, CaliforniaHeadquarters

1868Year Founded

$189.4MTotal Funding

N/ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.

Potential financial exposure from significant real estate investments.

Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.

Recognized as a top community-minded company, enhancing brand reputation and trust.

Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.

Enhanced annuity products offer flexibility and growth, increasing product attractiveness.

Strong real estate financing position opens more sector opportunities.

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