Senior Financial Reporting Analyst
Pacific Life
Charlotte, NC · Posted November 2, 2026
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Where Charlotte, NC ranks
Where Charlotte, NC placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #2Best cities for manufacturing and industrial jobs645 openings · of 100
- #2Cities with the most jobs that do not need a four-year degree in the Southeast298 jobs · of 72
- #3Best cities for software and engineering jobs in the Southeast654 openings · of 65
- #5Best cities for financial services jobs726 openings · of 90
- #6Cities hosting the most business conferences in the Southeast13 conferences · of 21
- #8Best cities for healthcare pay after cost of living$143k · of 24
Rankings about finance jobs
- Best cities for finance jobs #1 New York (1,932 openings)
- Best cities for finance pay after cost of living #1 San Mateo ($162k)
- Most requested AI skills in finance jobs #1 AI tools in daily work (4.3%)
- AI tools named most often in finance jobs #1 Claude (0.55%)
- Employers with the most finance jobs #1 Amazon (475 roles)
How AI is used in this kind of work
Among financial and investment analysts, AI is already used for a large share of the tasks. Measured exposure for financial and investment analysts: 57% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
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About the job
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 Sr. Financial Reporting Analyst to join our Investment Accounting and Reporting team in Charlotte, NC
As a Senior Financial Reporting Analyst, you will play a key role in Pacific Life’s growth and long-term success by providing timely and accurate investment reporting on quarterly and annual basis, as well as ad-hoc reporting to Investment Management’s main constituents. You will fill an existing role that sits on a team of six people in the corporate division.
This role is on-site 4 days a week. You'll work at our Charlotte, NC office.
How you’ll help move us forward:
Coordinate and/or prepare various reports, schedules, presentations, dashboards and ad hoc deliverables across a board base of assets including fixed income, mortgage loans, derivatives and equity investments
Prepare various investment reporting, including divisional due diligence reports, bank presentations, rating agency surveys, and industry related surveys
Actively participate in technology and other projects that impact the reporting for commercial and residential mortgage loans
Be innovative in leading improvements to reporting processes
Prepare ad-hoc financial analysis and management reports as requested, requiring a thorough understanding of the data
Maintain proper controls over reporting and understanding the right level of control consciousness; assist with special projects as needed
The experience you will bring:
5+ years of relevant finance/accounting experience
CPA preferred
Proven organizational skills with the ability to work under tight deadlines
Ability to work independently on assignment of various levels of complexity with minimal direction
Demonstrated interpersonal skills and communication (written and verbal) skills and the ability to collaborate with others to effectively problem solve
Bachelor’s Degree in Accounting, Finance or equivalent experience is preferred
What will make you stand out:
Experience with investment accounting tools like ePAM, Clearwater Analytics or Enterprise
Experience in the life insurance industry and/or financial services preferred
Experience with investment accounting tools for Mortgage Loans such as Enterprise
Familiarity or working knowledge of a broad spectrum of investment types including fixed income, mortgage loans and derivatives
Advanced Excel skills and proficiency in financial systems and tools, including Power BI, Business Objects and Workiva (WDesk)
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-TM1
Base Pay Range:
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$93,690.00 - $114,510.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement:
Pacific 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.