Director Financial Reporting

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 Investment Reporting Director to join our Accounting & Reporting team in Newport Beach, CA or Charlotte, NC.As an Investment Reporting Director you will play a critical role in Pacific Life’s financial and management reporting processes. This position is responsible for leading investment-related financial reporting, analytics, and executive reporting activities, including the quarterly divisional investment analysis, Board Investment & Finance Committee reporting, and other key internal and external reporting deliverables.

You will lead a team of professionals while providing oversight and review of work across the broader Investment Reporting team. The role serves as a key partner to Pacific Life Investments, Financial Reporting, and Division Finance teams.

This role offers the opportunity to influence critical business decisions, drive process improvements, and lead initiatives to enhance reporting quality, efficiency, and scalability.

How you'll help us move forward:

Lead and develop a team of 2-3 professionals responsible for investment and financial reporting activities

Oversee the preparation, review, and delivery of quarterly divisional investment results packages, including analysis of key drivers and quarter-over-quarter trends for Corporate and Reinsurance divisions

Direct the preparation and review of investment-related GAAP financial statement disclosures and cash flow reporting to ensure completeness, accuracy, and compliance with reporting requirements

Lead the review of the Board Investment & Finance committee materials

Review and provide oversight of investment reporting deliverables prepared by team members and other contributors across the department

Oversee the preparation and submission of investment-related rating agency surveys, regulatory reporting, and other external reporting requirements

Provide leadership and guidance on complex financial reporting, analytical, and accounting-related matters affecting investment reporting

Coordinate and support internal audits, external audits, ICFR activities, and other governance-related initiatives

Be innovative in leading improvements to investment accounting and reporting processes

Maintain proper controls over reporting and understanding the right level of control consciousness; assist with special projects as needed

Build solid relationships with peers and key business unit personnel and others to expand and enrich knowledge and gain a greater perspective of their business needs

The experience you bring:

Bachelor's Degree in Accounting, Finance or a related field
10+ years of relevant finance/accounting experience CPA preferred

Prior leadership experience in an accounting/reporting role a plus Proven organizational skills with the ability to work under tight deadlines

Ability to coordinate complex deliverables across multiple systems with minimal direction

Demonstrated interpersonal skills and communication (written and verbal) skills and the ability to collaborate with others to effectively problem solve

What makes you stand out:

Experience in the life insurance industry and/or financial…