U-Haul · 3 months ago
Investment Accountant
Phoenix, AZ
Full-time
Onsite
Entry Level
1+ years expOxford Life Insurance, a division of U-Haul International, is seeking a talented Investment Accountant for their Investments department. The role involves recording investment activities, preparing financial statements, and assisting in various accounting functions.
LogisticsService IndustryTransportation
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
Qualification
Required
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
Preferred
1+ years of experience in roles of Investment Accountant
Experience in related areas of Insurance, Real Estate and Mortgage loan accounting and reporting
Benefits
Full Medical coverage
Prescription plans
Dental & Vision Plans
New indoor fitness gym
Gym Reimbursement Program
Registered Dietitian Program
Weight Watchers
Onsite medical clinic for you and your family
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®
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
Subsidized gym/ membership
MetLaw Legal program
MetLife auto and home insurance
Mindset App Program
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
U-Haul federal credit union
Wellness Program
Company
U-Haul
Their primary service objective is to provide a better and better product and service to more and more people a lower and lower cost.
10001+ employees
H1B Sponsorship
U-Haul has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (1)
2021 (4)
2020 (9)
Funding
Current Stage
Late StageTotal Funding
unknown2016-01-22Acquired
Leadership Team
Alyssa Espinoza
Executive Assistant to CEO
Recent News
FOXBusiness.com
2026-01-07
2026-01-07
2026-01-06
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