Senior Accountant I

Pacific LifeNewport Beach, NC
22hHybrid

About The Position

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 Senior Accountant I to join our Policyholder Transaction Accounting team in Newport Beach, CA or Charlotte, NC. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a Senior Accountant I, you’ll move Pacific Life, and your career, forward by supporting policyholder accounting and reconciliation activities that help ensure the integrity of financial data. This role focuses on preparing system-to-ledger reconciliations, researching and resolving discrepancies, processing policyholder-related journal entries, and supporting daily cash activity at the policy level. You will fill an existing role that sits in the Policyholder Transaction Accounting Team that specializes in policy level transactional accounting activities, including exception-based entries, system-to-ledger reconciliations, and daily cash processing. The team operates in a collaborative, detail-oriented environment that values continuous improvement, cross-functional partnership, and strong internal controls.

Requirements

  • 5+ years of relevant accounting or financial operations experience.
  • 4-year degree in Accounting, Finance, or related field (or equivalent experience).
  • Solid understanding of financial statement risks and internal controls.
  • Knowledge of fundamental accounting principles, concepts, and practices.
  • Strong technical, analytical, organizational and problem-solving skills.
  • Ability to manage multiple tasks and meet deadlines.
  • Clear written and verbal communication skills.
  • Takes a new perspective using existing solutions.
  • Works independently, receives minimal guidance.
  • Proficiency with accounting systems and Excel or similar tools.

Nice To Haves

  • Working with large data sets.
  • Experience with Peoplesoft, Oracle and ARCs a plus.

Responsibilities

  • Prepare system-to-ledger reconciliations for policy-level accounting activity in accordance with established procedures.
  • Research and resolve reconciliation discrepancies using existing methods and tools and escalating complex and non-routine issues as appropriate.
  • Collaborate with team members and upstream partners to support issue resolution and meet service level expectations.
  • Prepare and post correcting journal entries under guidance to resolve identified variances.
  • Process daily cash-related entries associated with policyholder transactions in a timely and accurate manner.
  • Support adherence to reconciliation policies and internal controls, ensuring documentation is complete and audit-ready.
  • Assist in tracking and reporting key metrics, including reconciliation timeliness, accuracy, and exception volumes.
  • Participate in testing and validation activities for reconciliation tools, accounting systems, or workflow enhancements.
  • Identify opportunities for process improvements and provide input on efficiency or quality enhancements.

Benefits

  • 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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