Investment Accountant
U-Haul•Phoenix, AZ
•Onsite
About The Position
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.
Requirements
- Minimum Bachelor's Degree in related areas Accounting and Finance.
- 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.
Nice To Haves
- 1+ years of experience in roles of Investment Accountant, but not required.
- Experience in related areas of Insurance, Real Estate and Mortgage loan accounting and reporting.
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.
Benefits
- 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
