As Senior Financial Reporting Analyst, you’ll play a role in Pacific Life’s growth and long-term success by managing all aspects of budget, deposit schedule, forecasting, wire transfer and payments, as well as final program reconciliation for the Life Insurance division’s meetings.
If you’re experienced in accounting, financial reporting, and budgets, you’re a great fit for this role. Technical capabilities aside, if you’re a mission-driven self-starter who’s comfortable with interfacing with people at all levels of the organization, and who thrives in a fast-paced culture, you’re a perfect fit for Pacific Life.
Here, we believe you should be given the time, space, and trust to do your best work – your way. As part of our transition toward a more digitally oriented, inclusive and employee-focused company, we’re opening this role to candidates near Aliso Viejo, CA.
Despite the COVID pandemic, Pacific Life has remained safe, stable and productive, thanks to our embracing of digital processes and commitment to a people-first culture. Our agile approach has aided us in successfully shifting our recruiting and onboarding activities toward a safe work-from-home environment.
This is unchartered territory for all of us, so please let us know if you have any questions about the recruiting process or about our response to COVID.
How You’ll Contribute Track costs and manage reporting functions for the Meeting & Event Marketing Department and for the Life Division Recognition Program as well as Division Meetings. Manage budgeting and reporting process for Division Sponsorships to include reports to Distribution Channels and Budget Director. Prepare budgets for meetings and conferences, report monthly on variances and trends. Reconcile costs for meetings, conferences, and sponsorships and charge back costs, as applicable. Track annual spouse/guest costs for tax reporting purposes. Prepare non-staff-related budget for department and semi-annual forecasts projecting year-end balances. Calculate monthly accruals. Keep up to date on FINRA guidelines as related to Meetings, updating procedures, as necessary, that comply w/Non-Cash Compensation Regulations. Assist in management of procedures and communication of FINRA procedures and requirements. Reconcile costs and prepare 1099 reporting for all producer incentive programs. Work with Commissions Accounting personnel to provide accurate social security/tax ID numbers and with legal to ensure proper procedures are adhered to. Administer budget, reports and activities, including database (hierarchy) management, related to the Division Service Excellence programs and 3 rd party vendor.
Tech & Tools You’ll Use
MS Excel, Tides, PeopleSoft ETP Workcenter, Oracle Enterprise Performance Management System (Hyperion), Pivotal CRM, Concur Solutions
Factors for Success
College degree, BA or BS in Accounting or Business Administration preferred.
5+ years progressive accounting experience or equivalent combination is required.
Familiarity of automation tools (e.g. Alteryx, Tableau, etc.)
Good knowledge of accounting principles and regulations, budgeting, account reconciliation, and costs analysis required.
Ability to interface effectively with people at different levels within the organization as well as outside customers
Ability to organize and work with multiple demands and frequent interruptions
Good writing and communication skills and significant proficiency in using Microsoft Word
At Pacific Life, the work we do matters. That’s why you’ll find those who work passionately each day to drive our company forward enjoy job security, flexible scheduling and great opportunities for career growth. If you’re seeking a thriving career doing the type of meaningful work that’s all too rare at a Fortune 300 Company, you’re the perfect cultural fit for our team. #LI-AJ1 Where Power Meets Purpose
A career at Pacific Life is more than a job. It’s being hardworking. It’s being agile. It’s being mission-driven. It’s giving our policyholders the time, attention, and expertise they deserve –helping them to reach their financial goals and safeguard their futures. It’s having a positive impact on our industry and in the communities around us. It’s leveraging the collective genius within to drive the way we do business now and in the future, while also enjoying a supportive environment where you can be fulfilled in life and in work.
Pacific Life is a growth-oriented company with a strong and competitive position within the life insurance, retirement savings, and reinsurance markets. It holds top 15 market positions in almost all of its key products and has a diverse product portfolio serving the key markets of the highly affluent, broad market, small and mid-size businesses, and the institutional space. It has a global presence through its reinsurance business, with key markets in the U.K., Asia, and Australia. Pacific Life’s structure as a mutual holding company is a competitive advantage, allowing the company to make decisions with a long-term view for the best interests of the organization and its policyholders. Pacific Life has a stellar reputation for service and value to the financial intermediaries and distribution channels that distribute our products.
In addition to the value we provide for our employees and policyholders, we are also renowned for our philanthropic work, having donated over $109M to nonprofits over the past 33 years. All this considered, it’s no wonder Pacific Life is ranked 298th on the 2019 Forbes Fortune 500 list, has been named one of the 2019 World’s Most Ethical Companies® by the Ethisphere Institute, and was named by Forbes as one of America’s Best Midsize Employers for 2019. Simply put, if you want to find both personal and career fulfillment, join our team at Pacific Life, where power meets purpose.How We Help You Succeed
We’re fostering a culture of shared values across our company by providing generous compensation and comprehensive benefits that allow our employees to find fulfillment and security in personal life and career alike. These include:
- Competitive Salary and Benefits
- Work-Life Balance & Flexible Scheduling
- Medical, dental, and vision as part our commitment in investing in the health and wellbeing of our employees
- Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid)
- Generous PTO and holiday pay
- Warm Colleagues & Inspiring CulturePacific 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.