Investment Accountant
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Investment Accountant managing close, statutory, GAAP, NAIC, audit, and controls reporting for Blue Cross Blue Shield of Arizona. Remote within Arizona.
Responsibilities:
- Perform monthly investment accounting close activities and related reporting, including journal entries, reconciliations, roll forwards, and supporting schedules
- Prepare statutory, GAAP, and NAIC investment schedules, footnotes, regulatory reporting, and management reporting deliverables
- Ensure investment accounting data is accurate, complete, appropriately classified, and clearly documented
- Monitor statutory, NAIC, regulatory, and company policy requirements and assess impacts on investment accounting and reporting processes
- Support internal and external audits by coordinating requests, producing documentation, resolving issues, and ensuring timely responses
- Maintain and strengthen internal controls over investment accounting, reconciliations, reporting, and close activities
- Keep process documentation current and update it for regulatory, business, system, or control changes
- Prepare and review analytics, schedules, and explanations of investment accounting results for management and senior finance leadership
- Communicate accounting results, key drivers, risks, open items, and process issues to finance partners, management, auditors, and cross-functional stakeholders
- Lead remediation activities and process updates related to audit findings, control enhancements, regulatory changes, or reporting changes
- Identify opportunities to improve efficiency, accuracy, documentation, consistency, automation, and data quality
- Partner with Treasury, Finance, Actuarial, Tax, Compliance, Technology, and other stakeholders
- Manage multiple priorities, plan close and reporting activities, meet deadlines, and escalate issues with recommended solutions
- Promote a collaborative, resilient, and continuous-improvement-oriented team environment
Requirements:
- 7 or more years of progressive accounting or finance experience, including investment accounting, statutory reporting, GAAP reporting, regulatory reporting, internal controls, audit support, or related financial reporting responsibilities
- Demonstrated people leadership experience, including coaching, reviewing work, setting expectations, and managing accountability for deadlines and deliverables
- Bachelor’s Degree in accounting, business, or related field
- Residency and work performed within the State of Arizona
- Experience with Oracle ERP, Oracle ARCS, Oracle Task Manager, Clearwater, and Microsoft Office
- Strong analytical skills with attention to detail and the ability to identify issues, research variances, evaluate options, and recommend appropriate follow-up
- Investment accounting experience, including securities, investment income, realized and unrealized gains and losses, fair value information, impairments, reconciliations, and management reporting
- Insurance company accounting experience, including Statutory, GAAP, NAIC, and regulated industry reporting requirements
- Internal control experience, including SOX or similar control frameworks, audit support, process documentation, and issue remediation
- Ability to prepare executive-ready analysis and communicate complex accounting and regulatory matters clearly to finance and non-finance stakeholders
- Ability to prioritize, organize, and lead work in a high-volume close and reporting environment
- Technical and functional expertise in investment accounting, statutory reporting, internal controls, and regulatory reporting
- Sound judgment and decision-making, including the ability to assess issues, evaluate options, and recommend actions
- Understanding the business and translating business activity into accurate accounting and reporting outcomes
- Ability to achieve results through planning, accountability, collaboration, and deadline management
- Ability to serve internal and external customers through responsive, accurate, and professional support
- Teamwork, cross-functional partnership, and effective interpersonal and communication skills
Benefits:
- Remote work opportunity with no regular onsite requirements
- Health insurance products and services offered by AZ Blue
- Flexible work arrangements through the Workability hybrid workforce strategy
- Potential onsite presence for staff meetings, one-on-ones, training, and team building as requested by leadership
Similar Jobs
Staff Accountant – Financial Solutions
Staff Accountant managing accounting operations and bookkeeping workflows for BELAY’s Financial Solutions clients. Supporting reconciliations, payroll, month-end close, and client service remotely.
Senior Financial Planning & Analysis Manager
Financial planning manager supporting BRG’s healthcare consulting practices with budgeting, forecasting, reporting, and profitability analysis. Building complex models and advising practice leaders on strategic financial decisions.
Senior Accountant – Virtual CFO
Virtual CFO Senior Accountant managing close, reconciliations, forecasting and financial reporting for client businesses. Anders provides full-service accounting, tax, audit and advisory services.
Chief Financial Officer (CFO), Business Advisor – Fractional or Outsourced CFO Experience
Chief Financial Officer advising solo and small law firms on pricing, profitability, cash flow, hiring, and growth. Building financial models, forecasts, and KPI dashboards for approximately 30 owners.
Working Student – Finance & Advisory, Entrepreneurial, Performance-Based
Werkstudent in der Finanzberatung mit Terminaufbau, Kundenanalyse und Follow-ups. Strukturierter Einstieg, Coaching und Perspektive ins Trainee-Programm.
Entry-Level Financial Professional, Training Provided
Financial consultants delivering personalized wealth, retirement, estate, and investment planning. Building client relationships while representing major North American financial companies.
Budget and Financial Planning Manager
UUA budget manager overseeing nonprofit operating and capital planning. Managing Workday Adaptive models, forecasts, analyses, and Programs & Ministries budgets.
Senior Strategic Finance Manager – Corporate Finance
Senior Strategic Finance Manager owning forecasting, planning, KPIs, and AI-enabled finance systems. Supporting Netlify’s platform for building, deploying, and scaling modern web applications.
Financial Institution Advisor
Financial Institution Advisor advising banks and credit unions on Glia’s Banking AI platform. Leading discovery, deployment strategy, executive workshops, and AI transformation guidance.
Module Lead – Industrial and Financial Systems
IFS Cloud Consultant implementing and supporting IFS ERP solutions for YASH Technologies’ business transformation clients. Configuring processes, integrations, testing, and post-go-live support.
Junior Financial Accounting Analyst – SAP
Analista Júnior de Contabilidade Financeira apoiando conciliações, faturas e lançamentos no SAP FI. Comunicação com equipes regionais da América Latina.
Advisor, Financial Planning & Analysis – Pharma COE
Financial planning and analysis advisor supporting Cardinal Health’s Pharma segment finance operations. Delivering budgets, forecasts, variance analysis, reporting, and executive finance materials.
Senior Financial Analyst
Senior Financial Analyst supporting clinic budgets, financial closes, and physician compensation analysis. Building pro formas and strategic models for Ascension’s nonprofit Catholic healthcare system.
Senior Financial Analyst
Senior Financial Analyst leading budgeting, forecasting, variance analysis, and reporting for Lightspeed’s global commerce platform. Supporting senior leaders with data-driven financial guidance.
Senior Financial Analyst
Senior Financial Analyst supporting budgeting, forecasting, reporting, and decision-making at Lightspeed, a global commerce platform. Building financial models and partnering with senior leaders.
Senior Financial Analyst
Senior Financial Analyst driving budgeting, forecasting, and variance reporting for Lightspeed’s global commerce platform. Building financial models and advising senior leaders on business decisions.
Senior Finance Business Partner
Senior Finance Business Partner supporting Brown & Brown’s pharmacy practice through FP&A and strategic planning. Leading finance operations, budgeting, forecasting, compliance, and performance analysis.
Freelance Investment Banking Translator, English to Traditional Chinese (Taiwan)
Freelance translator translating and proofreading English-to-Traditional Chinese (Taiwan) investment banking market commentary. Supporting TransPerfect’s international clients as a remote linguist.
Freelance Investment Banking Translator, English to Traditional Chinese (Taiwan)
Freelance English-to-Traditional-Chinese translator proofreading investment banking market commentary. Delivering client-ready financial translations for TransPerfect’s global language-services business.
FP&A Manager
FP&A Manager leading corporate budgeting, forecasting, modeling, and cash flow analysis for insurance services company Hilb Group. Partnering with finance leaders and executives on business decisions.