Full-Time

Sr. Investment Accountant II

Posted on 12/4/2024

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

You match the following Pacific Life's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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

  • Partnership with T. Rowe Price introduces innovative lifetime income solutions to the market.
  • Enhanced annuity features address diverse retirement income needs with flexible growth and protection options.
  • Integration with Selerix elevates digital customer experience, aligning with tech-forward industry trends.

What critics are saying

  • Increased competition in annuities may pressure Pacific Life's market share and profitability.
  • Integration with Selerix could expose Pacific Life to potential data privacy and security risks.
  • High equity exposure in annuities may increase vulnerability to market volatility.

What makes Pacific Life unique

  • Pacific Life offers enhanced annuity features with high equity exposure for growth potential.
  • Integration with Selerix provides real-time updates, improving benefits administration accuracy and efficiency.
  • Recognized as a Civic 50 honoree, Pacific Life emphasizes community-minded initiatives and corporate citizenship.

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Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match

INACTIVE