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U-Haul

U-Haul is hiring: Investment Accountant in Phoenix

U-Haul, Phoenix, AZ, United States, 85003

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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.
  • Full Medical coverage
  • Prescription plans
  • Weight Watchers
  • Onsite medical clinic for you and your family
  • Opportunities for advancement
  • Valuable on-the-job training
  • Free online courses for personal and professional development at U-Haul University
  • Business and travel insurance
  • You Matter Employee Assistance Program
  • Paid holidays, vacation, and sick days
  • Employee Stock Ownership Plan (ESOP)
  • 401(k) Savings Plan
  • Life insurance
  • Critical Illness/Group Accident
  • 24-hour physician available for kids
  • MetLaw Legal program
  • MetLife auto and home insurance
  • Discounts on cell phone plans, hotels, and more
  • LifeLock identity Theft
  • Savvy consumer wellness programs- from health care tips to financial wellness
  • Dave Ramsey’s SmartDollar Program
  • Wellness Program

Seniority level

  • Seniority level

    Associate

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing

  • Industries

    Retail and Insurance

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