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Financial Reporting Consultant

Pacific Life Insurance Company Newport Beach, CA

Job Description

Job Description/Requirements

Currently we are seeking a talented team member to join our Corporate Division Financial Reporting and Analysis team in Newport Beach, CA.

The Corporate Division supports the goals and initiatives of all other divisions throughout Pacific Life and its subsidiaries. The Financial Reporting and Analysis team helps support these departments as well: Human Resources, Investment Reporting, Treasury, Information Technology, Corporate Development, Public Affairs, Enterprise Risk Management, Legal and Compliance.

Responsible for the preparation and filing of the financial reporting for Pacific Life and other regulated insurance subsidiaries on a quarterly and annual basis.  This position requires significant interaction with Divisional and Investment Reporting financial professionals to ensure that the financial statements are completed timely and accurately.

Additional responsibilities include:
 Prepare the filings of the annual and quarterly Statutory financial statements;
 Document compliance with required disclosures in disclosure checklists;
 Maintain appropriate detailed support binders;
 Prepares the Management Discussion and Analysis for the annual filing;
 Work closely with Divisional and Investment finance professionals to prepare trend and fluctuation analysis to ensure the accuracy of the financial statements and notes to the financial statements;
 Monitor  industry calls and NAIC Statutory Working Groups for proposed and finalized changes to the quarterly and annual filings and assess impact to the Company;
 Actively lead or participate in accounting projects to support innovation initiatives and process improvements;
 Prepares or assists with  other reporting as necessary to meet internal management requests or external reporting requirements;
 Proven ability to work independently.   Interprets accounting issues and recommends solutions/best practices and innovative solutions based on current accounting guidance to senior management;
 Ensure that the controls over financial reporting adhere to the Companys standards.


Bachelors degree in Accounting, 7-10+ years progressive accounting experience or equivalent combination.
CPA required.
Strong knowledge of accounting principles and regulations to maximize compliance with Statutory Reporting Principles as well as ICFR and related internal controls concepts.
Proven ability to work under tight deadlines and stressful situations.
Good technical, analytical, organizational and problem-solving skills.
Experience with reporting of Statutory or GAAP financial results for a life insurance entity preferred.
Experience with Workiva Wdesk preferred.
Proven ability to collaborate with others to solve problems.

Job Details

Date Posted January 15, 2019
Date Closes February 14, 2019
Requisition 504975
Located In Newport beach, CA
SOC Category 00-0000.00