Director, Financial Reporting

Pacific Life

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

Posted 9/15/2026full-timeNewport Beach • California • United StatesLead💰 $167,670 - $204,930 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment and financial reporting, with a strong focus on GAAP financial statement disclosures and cash flow reporting. Proven leadership in managing teams and enhancing reporting processes within the finance and accounting sectors.

Highest-signal resume keywords

Investment ReportingGAAP Financial Statement DisclosuresLeadership in Accounting/ReportingEPM Experience with EssbaseLife Insurance Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingInvestment AnalysisAccounting PrinciplesCash Flow ReportingRegulatory ReportingInternal AuditsExternal AuditsFixed Income KnowledgePrivate Equity KnowledgeDerivatives Knowledge

Soft Skills

Organizational SkillsInterpersonal SkillsWritten CommunicationVerbal CommunicationProblem Solving

Tools & Technologies

EssbaseSmartviewOBIEEBusiness ObjectsEPamExcelPowerPoint

Certifications & Qualifications

Bachelor's Degree in AccountingBachelor's Degree in FinanceCPA Preferred

Industry Keywords

Investment ManagementFinancial ServicesLife InsuranceInvestment AccountingRating Agency Surveys

About the role

Key responsibilities & impact

Lead and develop a team of 2–3 professionals responsible for investment and financial reporting activities
Oversee preparation, review, and delivery of quarterly divisional investment results packages for Corporate and Reinsurance divisions
Analyze key drivers and quarter-over-quarter trends
Direct preparation and review of investment-related GAAP financial statement disclosures and cash flow reporting
Lead review of Board Investment & Finance Committee materials
Review and oversee investment reporting deliverables across the department
Oversee investment-related rating agency surveys, regulatory reporting, and other external reporting requirements
Provide leadership and guidance on complex financial reporting, analytical, and accounting matters
Coordinate and support internal audits, external audits, ICFR activities, and governance initiatives
Lead improvements to investment accounting and reporting processes
Maintain proper reporting controls and assist with special projects
Build relationships with peers and key business unit personnel

Requirements

What you’ll need

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, written, and verbal communication skills
Ability to collaborate with others to effectively problem solve
Experience in the life insurance industry and/or financial services preferred
Familiarity or working knowledge of fixed income, mortgage loans, private equity, and derivatives
EPM experience with Essbase, Smartview, and OBIEE
Experience using Business Objects and ePam preferred
Advanced computer skills and strong command of Excel and PowerPoint
Ability to innovate and leverage technology for efficiencies and enhanced analytics

Benefits

Comp & perks

Medical, Dental, Vision
Wellbeing Reimbursement Account
Paid Time Off
Holiday Schedules
Financial Planning Time Off
Paid Parental Leave
Adoption Assistance Program
Competitive 401k savings plan with company match
Additional 401k contribution regardless of participation
Hybrid work arrangement
Diversity and inclusion support
Accommodation support for qualified individuals with disabilities and disabled veterans