Senior Accountant I
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 real estate accounting and reporting team in Newport Beach, CA. As a Senior Accountant I, you’ll move Pacific Life, and your career, forward by recording financial statement activity, cash activity, and adjustments for our real estate investment properties.
Requirements
- 5+ years of experience in a relevant field
- 4-year accounting degree or equivalent experience
- Proficiency with Microsoft Office, including Excel, Teams, Outlook, etc.
- Ability to manage multiple responsibilities under tight time frames
- Strong technical, analytical, and problem-solving skills
- Excellent communication skills both oral and written
- Strong organizational skills with the ability to work independently in a deadline-driven environment
- Demonstrated accountability, customer focus, collaboration, and teamwork
- Comfortable collaborating with individuals at all levels of the organization
- A desire to mentor colleagues with less experience
Nice To Haves
- Real estate investment experience
- Experience or certification with PeopleSoft, Oracle, Essbase, ARCs, or Yardi
- CPA candidacy or licensure
- Public accounting experience
Responsibilities
- Indirectly oversee staff to ensure operational tasks are done accurately, timely, and that issues are appropriately identified, escalated, and resolved, including: Cash activity, Investment acquisitions/dispositions
- Record month-end and quarter-end entries as part of the financial close process
- Prepare month-end and quarter-end reconciliations as part of the financial close process
- Upload and validate property manager trial balances for the monthly financial close process
- Review property manager financial statements for accuracy, completeness, and reasonableness, including monitoring cash, equity, debt, and fixed asset accounts, to ensure the integrity of monthly financial statement packages
- Upload and validate monthly non-financial information (KPIs) for real estate properties
- Communicate with property managers to resolve accounting questions, variances, and outstanding items
- Prepare the monthly Book Value and Cost Analysis report
- Prepare quarterly reports and supporting schedules
- Perform a comprehensive quarterly review of property manager financial packages to ensure all requested deliverables are completed and properly supported
- Assist with the accounting and execution of real estate investment property acquisitions and dispositions, including the preparation of closing entries and coordination with Asset Management, property management, and other stakeholders
- Maintain checklists to enhance workflow visibility and ensure information accuracy
- Assist with the development, implementation, and maintenance of the accounting group's Standard Operating Procedures (SOPs) to promote consistency, efficiency, and adherence to best practices
- Monitor shared mailboxes and process daily cash activity in Yardi and/or PeopleSoft, including capital calls and distributions
- Assist in the preparation of periodic reporting for real estate investments
- Assist with the preparation of various annual audit deliverables
- Perform special projects and ad hoc analyses as assigned
- Organize, prioritize, and respond to multiple requests within established deadlines
- Be supportive of company-wide, departmental, and team strategic initiatives
- Continue to assess areas for continuous improvement as items are identified on a real-time basis, make suggestions, as well as seek feedback from team members
Benefits
- Medical
- Dental
- Vision
- Wellbeing Reimbursement Account
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
