Sr. Investment Accountant II

Posted 19 Days Ago
Be an Early Applicant
Newport Beach, CA
119K-145K Annually
Senior level
Financial Services
The Role
The Sr. Investment Accountant II will support investment accounting systems, addressing process improvements and aiding in financial reporting while collaborating with various teams. Responsibilities include managing the ePAM accounting close process, investment tax reporting, and training less experienced colleagues.
Summary Generated by Built In

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 Investment Accountant II to join our team in our Newport Beach, CA, Omaha NE or Lynchburg VA office.

  • This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.

As a Sr. Investment Accountant II, you'll move Pacific Life, and your career, forward by supporting accounting systems used by asset class teams to ensure the success of reporting of investments in management, GAAP, and Statutory statements. This roll will be supporting process improvements, NAIC Ratings Process, Pricing Analytics, and support our international accounting/reporting needs. You will fill a new role that sits on a team of 12 people in Investment Accounting. Your colleagues will include the Director of the Investment Accounting Solutions, fellow investment accounting professionals, Operations professionals, and Information Technology professionals.

How you will help move us forward:

  • 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.

The experience you will bring:

  • 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.

What will make you stand out:

  • 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.

You can be who you are.

People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.


Want to learn more about life at Pacific Life? Take an inside look at our company culture: Instagram.com/lifeatpacificlife.

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.

$118,800.00 - $145,200.00

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

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.

Top Skills

Business Objects
Epam
Essbase
Excel
Oracle
Peoplesoft
The Company
HQ: Newport Beach, CA
3,447 Employees
On-site Workplace
Year Founded: 1868

What We Do

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list.

Learn more about Pacific Life:
www.instagram.com/pacificlife
www.twitter.com/pacificlife
www.facebook.com/PacificLife
www.youtube.com/user/PacificLifeInsurance

Please review our social media guidelines: paclife.co/social

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