Full-Time

Sr. Investment Accountant II

Updated on 1/15/2025

Pacific Life

Pacific Life

1,001-5,000 employees

Fintech
Financial Services

Compensation Overview

$118.8k - $145.2kAnnually

+ Incentive Pay

Senior

Newport Beach, CA, USA + 2 more

More locations: Lynchburg, VA, USA | Omaha, NE, USA

This role is hybrid, requiring in-office presence.

Category
Cost Accounting
Financial Accounting
Financial Analysis
Accounting
Required Skills
Data Analysis
Requirements
  • Bachelor's degree in accounting, finance, or equivalent preferred.
  • 5-8 years of relevant finance/accounting experience.
  • Experience working with investment accounting systems ePAM.
  • Proven organizational skills with the ability to work under tight deadlines.
  • Effective communication and documentation.
Responsibilities
  • ePAM accounting close process including troubleshooting of downstream feeds.
  • Pricing process and analytics.
  • FAS91 / Cash Flow process and analytics.
  • Investment Tax reporting/support for the Pacific Life Tax department.
  • Acts as a resource for system configuration update/changes and data integrity.
  • Acts as a resource for colleagues with less experience.
  • Proactively seek to improve existing processes in order to meet new requirements and/or improve operational reliability and efficiency.
Desired Qualifications
  • CPA or equivalent (active or inactive).
  • Experience in financial services industry (insurance industry highly preferred).
  • Familiar or working knowledge of a broad spectrum of investments, specifically fixed income.
  • Advanced knowledge of Microsoft Excel functions, Essbase, Business Objects, Oracle, Peoplesoft.

Company Stage

N/A

Total Funding

$189.4M

Headquarters

Newport Beach, California

Founded

1868

Simplify Jobs

Simplify's Take

What believers are saying

  • Lifetime Income solution attracts clients seeking secure retirement options.
  • Enhanced annuity products offer flexibility and growth, increasing product attractiveness.
  • Strong real estate financing position opens more sector opportunities.

What critics are saying

  • Increased competition in annuities market from companies like Prudential and MetLife.
  • Potential financial exposure from significant real estate investments.
  • Integration challenges with Selerix could affect customer satisfaction.

What makes Pacific Life unique

  • Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.
  • Recognized as a top community-minded company, enhancing brand reputation and trust.
  • Real-time integration with Selerix improves benefits administration accuracy and efficiency.

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Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match