Financial Close and Operational Effectiveness Director

Pacific Life

Financial Close and Effectiveness Director leading financial close processes for Pacific Life. Collaborating across teams to ensure timely and accurate reporting for a complex insurance organization.

Posted 5/7/2026full-timeNewport Beach • California • 🇺🇸 United StatesLead💰 $152,370 - $186,230 per yearWebsite

Tech Stack

Tools & technologies

Oracle

About the role

Key responsibilities & impact

You will be responsible for leading the end-to-end financial close and reporting processes, while maintaining effective controls:
Independently lead, project manage, and drive the enterprise close process to ensure accurate, timely and efficient execution of the close process and reporting process across all teams including Investments, Valuation, Divisional Accounting, Reinsurance Accounting, Accounting Operations, Variable Products Accounting (VPA) where applicable, Financial Reporting, FP&A and Tax.
Includes all bases of accounting, US GAAP, Statutory, Adjusted Operating Income and includes Economic Value/Economic Capital (EV/EC) (future state)
Lead the daily close meetings and understanding process interdependences and identify key roadblocks for the Financial Close and Reporting calendar and drive solutions
Manage and track accountability for the retrospective close tracker opportunities and related execution of improvements.
Lead retrospectives and identify immediate and near-term solutions
Support problem management by tracking all issues identified during the Close and Financial Reporting processes which results in any errors or delays.
Ensure accurate issue capture in ADO.
Develop and maintain a close calendar with key milestones in a project plan (e.g. leveraging Microsoft Project), with appropriate level of tasks, level 1, 2 and 3 milestones and appropriate responsible parties
Effectively communicate results to senior management in enabling timely strategic decision making.
Clearly articulate the status of financial close process to leadership on a regular cadence including highlighting any upstream and downstream dependencies and impact of those to the overall close process timeline
Manage enterprise close task management tool process (FCCS) and leverage tool to create metrics
Support business as usual (BAU) team in the creation and redesign of the FCCS close tasks to align with future state taxonomy (supplement BAU team resources to meet Finance Transformation requirements)
Lead the pre-planning meetings for quarterly close process and understand the impact of the key quarterly transactions and any impacts to the close timeline and proposed risk mitigation plans
Prepare key metrics for Pacific Life Accounting & Reporting (PL A&R) including the financial close and reporting processes

Requirements

What you’ll need

Enterprise financial systems background or exposure preferred
Experience in ADO, and project management software
Experience in Oracle FCCS and Workiva (Wdesk) is preferred, but not required
Minimum 10 years of experience in financial close management, project or process management role, financial transformation or other financial operations role
Significant insurance, reinsurance, financial services and/or operational experience is preferred
Actuarial operations and systems experience is preferred
Leadership experience required.
Ability to manage multiple teams and influence others without a direct reporting relationship.
Well-developed oral and written communication skills.
Undergraduate degree preferred with strong financial accounting foundation

Benefits

Comp & perks

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.
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

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Hard Skills & Tools

financial close managementproject managementfinancial reportingUS GAAPStatutory accountingEconomic Value/Economic Capital (EV/EC)metrics creationfinancial transformationprocess managementaccounting operations

Soft Skills

leadershipcommunicationproblem managementinfluencingproject managementteam managementstrategic decision makingarticulation of statustracking accountabilityidentifying solutions