Investment Accountant

Blue Cross Blue Shield of Arizona

. Perform monthly investment accounting close activities and related reporting, including journal entries, reconciliations, roll forwards, and supporting schedules .

Posted 11/10/2026full-timeRemote • Arizona • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in investment accounting, statutory reporting, and regulatory compliance, with a strong focus on internal controls and audit support. Proven ability to lead teams, manage multiple priorities, and communicate complex financial information effectively to diverse stakeholders.

Highest-signal resume keywords

Investment AccountingStatutory ReportingGAAP ReportingInternal ControlsAudit Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Journal EntriesReconciliationsFinancial ReportingData AnalysisProcess DocumentationIssue RemediationRegulatory ReportingManagement ReportingSecurities AccountingFair Value Information

Soft Skills

LeadershipCommunicationCollaborationProblem-SolvingAttention to Detail

Tools & Technologies

Oracle ERPOracle ARCSOracle Task ManagerClearwaterMicrosoft Office

Industry Keywords

NAICSOXInsurance AccountingRegulated IndustryInvestment Income

Tech Stack

Tools & technologies

ERPOracleOracle ERP

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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