Sr Investment Accountant

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. Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience.

We’re actively seeking a talented Senior Investment Accountant I to join our Investment Accounting and Reporting team in Charlotte, NC. This role will be on‑site.

As a Senior Investment Accountant I, you’ll support Pacific Life’s growth and long‑term success by providing timely and accurate investment accounting and reporting on a monthly, quarterly, and annual basis, as well as ad‑hoc reporting to key stakeholders. This role supports the investment accounting and reporting functions for fixed income assets.

• Perform monthly and quarterly reconciliations of investment accounting data to the general ledger for GAAP and statutory reporting.
• Prepare and support quarterly and annual investment schedules, financial statement disclosures, and related reporting.
• Analyze investment accounting activity and research reconciling differences to ensure timely resolution.
• Utilize investment accounting and reporting systems to research transactions, analyze data, and generate reports.
• Prepare and maintain appropriate supporting documentation and audit trails for accounting conclusions and reporting.
• Assist with researching investment accounting and reporting issues and applying applicable accounting guidance.
• Support internal and external audit requests related to investment accounting and reporting.
• Support Company‑wide initiatives Identify opportunities to improve existing processes, controls, and reporting efficiencies.
• Collaborate with Investment Management, Finance, Operations, and other business partners to resolve accounting and reporting matters.

• Bachelor’s degree in Accounting, Finance, or equivalent experience.
• 5+ years of relevant accounting or finance experience.
• Strong organizational skills with the ability to manage multiple priorities and work within monthly and quarterly reporting deadlines.
• Ability to independently perform recurring accounting and reporting responsibilities and research moderately complex issues.
• Strong analytical and problem solving skills.
• Effective written and verbal communication skills with the ability to collaborate across teams.
• Strong Microsoft Excel skills.

• CPA designation or progress toward CPA.
• Experience in the insurance or financial services industry.
• Experience with investment accounting and reporting for fixed income securities.
• Familiarity with GAAP and statutory investment accounting.
• Working knowledge of investment accounting systems such as ePAM or Maximis.
• Experience preparing or supporting investment schedules and financial statement disclosures.

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

What’s life like at Pacific Life? Visit

#LI-TM1 Base Pay Range:
The base pay range noted represents the company’s good faith minimum and maximum range for…