Senior Accountant I

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.

Operational 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

Accounting and Reporting Responsibilities:

• 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

Innovation Responsibilities:

• 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

The experience you bring:

• 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

What makes you stand out:

• Real estate investment experience

• Experience or certification with PeopleSoft, Oracle, Essbase, ARCs, o