AVP, Economic Reporting & Analysis

Economic Value Reporting and Analysis

Economic Value Reporting and Analysis Lead the coordination, preparation, analysis, and review of quarterly and annual economic value reporting deliverables for Pacific Life.
Analyze economic value results and perform investigations into significant movements, assumptions, model outputs, and business transactions.
Partner with Finance, Actuarial, Investments, and Risk Management teams to ensure consistency and alignment of economic reporting methodologies.
Support the governance process around economic value and economic capital metrics, methodologies, assumptions, and reporting standards.
Prepare management reporting packages, executive presentations, and analytical summaries explaining economic value performance and emerging trends.
Serve as a subject matter expert on economic value measurement concepts and their relation to U.S. GAAP, statutory accounting, capital management, and enterprise risk management objectives.

Economic Value Transformation and Process Modernization

Partner with the organization to define strategic transformation initiatives designed to modernize and enhance the economic reporting process across the enterprise.
Partnering with the Finance & Actuarial Projects team as they execute to deliver that strategic design.
Partner with business and technology teams to define future-state operating models, reporting architecture, and data strategies.
Drive automation efforts and reporting enhancements that improve reporting efficiency, controls, and data quality.
Identify opportunities to streamline manual processes through process redesign, workflow optimization, and technology-enabled solutions.
Communicate process improvements, transformation milestones, risks, and issues to management and executive leadership.

Qualifications

• Bachelor's degree in Accounting, Finance, Actuarial Science, Economics, Mathematics, Business, or related field
• CPA, CFA, FSA, ASA, MBA, or other relevant professional designation preferred
• 12+ years of experience in financial reporting, economic reporting, actuarial reporting, finance transformation, FP&A, enterprise risk management, or related functions
• Strong understanding of insurance company financial statements, economic value frameworks, capital management, and financial performance measurement
• Experience working with actuarial, investments, finance, and enterprise risk management teams
• Demonstrated experience leading or participating in large-scale finance, actuarial, or reporting transformation initiatives
• Excellent analytical, problem-solving, and communication skills

Pay

Base Salary Range: $230,000 - $250,000

Schedule

Periodic travel to Newport Beach, California is expected for team meetings, key business activities, and stakeholder collaboration (3-4 times per year).