Investment Accountant

Location:

2721 N Central Ave, Phoenix, Arizona 85004 United States of America

This position is not eligible for employer sponsorship.

 

To ensure a fair and consistent evaluation process, candidates are expected to complete all interviews and assessments independently and without the use of artificial intelligence tools (including AI-generated responses, prompts, or real-time assistance). Use of AI throughout the application and recruiting process may result in removal from consideration. Our goal is to get to know your authentic experiences, communication style, and problem-solving approach.

Company: Oxford Life Insurance Company

Oxford Life Insurance, a division of U-Haul International, is seeking a talented Investment Accountant for the Investments department of Oxford. This position will report directly to the Manager of Investment Reporting.

Job Responsibilities:

• Record fixed income securities and mortgage loan activity journal entries and required correspondence.
• Coordinate with Treasury and monitor the cash requirements related to all bank accounts and the preparation of the weekly cash/investment reports.
• Assist with the preparation of the monthly reconciliation of the investment portfolio.
• Assist with the preparation of the monthly/quarterly account reconciliations, research discrepancies, determine source of reconciling items and make recommendations to improve control over the systems.
• Assist in the preparation of monthly/quarterly/and annual GAAP and statutory financial statements, including statutory investment schedules, exhibits, and notes.
• Prepare and develop managerial reports reflecting significant events and/or trends.
• Support and cross train in all investment functions.
• Support the investment department in monitoring portfolio compliance to state and internal guidelines.
• Assist in the preparation of audit schedules for internal/independent auditors. Answer inquiries regarding audit and accounting matters.
• Assist and provide supporting documentation to the Manager of Investment Reporting.
• Perform other related duties as required or assigned.

Requirements:

• Minimum Bachelor's Degree in related areas Accounting and Finance.
• Plus if 1+ years of experience in roles of Investment Accountant, but not required.
• Plus if experience in related areas of Insurance, Real Estate and Mortgage loan accounting and reporting.
• Demonstrate proficiency in Microsoft Office products with a focus on Excel, Word and Power Point, General ledger operational knowledge.
• Working or Academic knowledge of Banking functions, Cash Management, Investment Reporting & Analysis.
• Effectively communicate with customers inside and outside of the organization.

U‑Haul Offers:

• Medical insurance
• Prescription drug plans
• Dental & Vision plan with hearing care discounts
• Onsite medical clinic for team members and eligible family members
• New indoor fitness gym (Midtown Phoenix campus)
• Get Fit Gym Reimbursement Program
• Registered Dietitian Program
• WeightWatchers®
• CVS Virtual Care
• U‑Haul Kids Program
• 24‑Hour Nurse Line
• Wellness Program (Healthier You initiatives & challenges)
• Mindset App Reimbursement
• Pet Insurance & Wellness plans
• Career stability
• Opportunities for advancement
• Valuable on‑the‑job training
• Tuition Reimbursement Program
• Free online courses for personal and professional development at U‑Haul University®
• 401(k) Savings Plan
• Employee Stock Ownership Plan (ESOP)
• Company‑paid life insurance
• Voluntary life insurance options
• Short-Term and Long‑Term Disability
• Critical Illness, Accident & Hospital Indemnity plans
• Business & business travel insurance
• MetLaw Legal Program
• MetLife Auto & Home Insurance
• LifeLock Identity Theft Protection
• Dave Ramsey’s SmartDollar® Financial Wellness Program
• U‑Haul Federal Credit Union
• Paid holidays, vacation, and sick time
• You Matter Employee Assistance Program (EAP)
• Discounts on cell phone plans, hotels, computers, vehicles & more
• Community involvement & volunteer opportunities
• U‑Haul Mothers Program (Paid maternity leave)

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U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products.  The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.   

U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.