Green Card Investment Accountant Jobs
Investment Accountant green card sponsorship follows the EB-2 or EB-3 employment-based path, requiring your employer to complete PERM labor certification with the DOL before filing an I-140 petition with USCIS. Per-country backlogs mean nationals from high-demand countries should factor priority dates into their timeline from day one.
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Get Access To All JobsAwarded a Healthiest Employer, Blue Cross Blue Shield of Arizona aims to fulfill its mission to inspire health and make it easy. AZ Blue offers a variety of health insurance products and services to meet the diverse needs of individuals, families, and small and large businesses as well as providing information and tools to help individuals make better health decisions.
At AZ Blue, we have a hybrid workforce strategy, called Workability, that offers flexibility with how and where employees work. Our positions are classified as hybrid, onsite or remote. While the majority of our employees are hybrid, the following classifications drive our current minimum onsite requirements:
- Hybrid People Leaders: must reside in AZ, required to be onsite at least twice per week
- Hybrid Individual Contributors: must reside in AZ, unless otherwise cited within this posting, required to be onsite at least once per week
- Hybrid 2 (Operational Roles such as but not limited to: Customer Service, Claims Processors, and Correspondence positions): must reside in AZ, unless otherwise cited within this posting, required to be onsite at least once per month
- Onsite: daily onsite requirement based on the essential functions of the job
- Remote: not held to onsite requirements, however, leadership can request presence onsite for business reasons including but not limited to staff meetings, one-on-ones, training, and team building
Please note that onsite requirements may change in the future, based on business need, and job responsibilities. Most employees should expect onsite requirements and at a minimum of once per week.
This remote work opportunity requires residency, and work to be performed, within the State of Arizona.
PURPOSE OF THE JOB
The Investment Accountant is responsible for all investment accounting (Statutory, GAAP and NAIC experience), monthly close activities, reconciliations, reporting, audit support, and related process improvements. This role helps ensure accurate and timely accounting results, compliance with statutory, regulatory, and company requirements, and clear documentation of investment accounting activity for management review.
REQUIRED QUALIFICATIONS
Required Work Experience
- 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.
Required Education
- Bachelor’s Degree in accounting, business, or related field.
Required Licenses
- N/A
Required Certifications
- N/A
PREFERRED QUALIFICATIONS
Preferred Work Experience
- 10 or more years of investment accounting or finance experience in a regulated insurance or financial services environment.
- Prior experience managing statutory, GAAP, NAIC, or investment accounting reporting functions.
Preferred Education
- Master’s Degree in accounting, business, or related field of study.
Preferred Licenses
- Certified Public Accountant Certification (CPA)
Preferred Certifications
- N/A
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
- Responsible for monthly investment accounting close activities and related reporting requirements, including preparation of journal entries, reconciliations, roll forwards, and supporting schedules.
- Responsible for statutory, GAAP, and NAIC investment schedules, footnotes, regulatory reporting, and management reporting deliverables related to investments.
- Ensure investment accounting data is accurate, complete, appropriately classified, and supported by clear documentation.
- Maintain strong working knowledge of insurance company investment accounting concepts, including securities, investment income, realized and unrealized gains and losses, impairment considerations, fair value, and statutory reporting requirements.
- Monitor applicable statutory, NAIC, regulatory, and company policy requirements and assess impacts to investment accounting and reporting processes.
- Support internal and external audits by coordinating requests, producing clear and concise documentation, resolving issues, and ensuring timely responses.
- Maintain and strengthen internal controls over investment accounting, reconciliations, reporting, and close activities; assess risks and recommend control enhancements as needed.
- Ensure process documentation is current, complete, and updated for regulatory, business, system, or control changes.
- Prepare and review concise 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 clearly 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 across investment accounting processes.
- Partner with Treasury, Finance, Actuarial, Tax, Compliance, Technology, and other stakeholders to support complete and accurate investment accounting and reporting.
- Manage multiple priorities, plan close and reporting activities in advance, meet internal and external deadlines, and escalate issues timely with recommended solutions.
- Promote a collaborative, resilient, and continuous-improvement oriented team environment.
EXPECTATIONS BY LEVEL
Problem Solving
Level 1:
Asks questions/ability to analyze data and identify issues.
Level 2:
Identifies issues and is able to resolve independently. Actively seeks process improvements.
Level 3:
Identifies less obvious issues timely and lays out solid options to consider. Actively seeks process improvements.
Technical Skills
Level 1:
Ability to learn and apply learned concepts. Learn and use business application as required for job.
Level 2:
Demonstrates good understanding of data and financial principles. Proficient in Excel to create effective and efficient reports.
Level 3:
Can simplify complex processes and willing to re-engineer processes from scratch. Able to consider appropriate use of software/tools for each job.
Productivity
Level 1:
Observes work hours, manages PTO and notifies manager of schedule changes. Utilizes existing processes and methods for efficiency.
Level 2:
Begins to separate and combine tasks into an efficient workflow. Finds ways to work smarter that produces the work in less time.
Level 3:
Identifies material factors in the analysis. Able to lead team on multiple projects/tasks effectively by communicating, planning and meeting goals set.
Accuracy
Level 1:
Analyzes own work and checks for correctness. Does not repeat errors.
Level 2:
Contributes by peer reviewing co-workers work.
Level 3:
Finds new ways to improve accuracy.
Interpersonal Skills
Level 1:
Respectful of others, builds credibility and rapport by responding timely to inquiries and admitting to mistakes.
Level 2:
Does not become defensive when encountering resistance. Able to maintain composure under stress.
Level 3:
Able to confidently lead team(s) on projects and provide feedback and training.
Time Management
Level 1:
Sets and meets reasonable deadlines. Gives ample notice to management regarding delays or help needed.
Level 2:
Able to plan projects and set priorities with some assistance from management.
Level 3:
Leads projects independently with minimal assistance. Keeping management well informed.
Initiative
Level 1:
Is proactive with little to no dead time.
Level 2:
Asks why we do things. Interested in expanding current knowledge and makes recommendations beyond specific assignments.
Level 3:
Looks for new ways to improve. Researches beyond specific assignment. Makes suggestions and implements new ways to improve.
Communication
Level 1:
Communicates effectively with co-workers and other departments with little spelling and grammar errors.
Level 2:
Able to effectively summarize/present assigned projects with overview and status.
Level 3:
Able to summarize complex issues/projects. Provides meaningful answers to questions regarding work performed.
REQUIRED COMPETENCIES
Required Job Skills
- 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.
Required Professional Competencies
- 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.
- Achieving results through planning, accountability, collaboration, and deadline management.
- Serving internal and external customers through responsive, accurate, and professional support.
- Teamwork, cross-functional partnership, and effective interpersonal and communication skills.
PREFERRED COMPETENCIES
Preferred Job Skills
- Advanced PC, data mining and data manipulation, and AI proficiency.
Preferred Professional Competencies
- Knowledge of a wide range of matters pertaining to the organization's operations.
LI-AB1
Our Commitment
AZ Blue does not discriminate in hiring or employment on the basis of race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected group.
Thank you for your interest in Blue Cross Blue Shield of Arizona. For more information on our company, see azblue.com. If interested in this position, please apply.
Awarded a Healthiest Employer, Blue Cross Blue Shield of Arizona aims to fulfill its mission to inspire health and make it easy. AZ Blue offers a variety of health insurance products and services to meet the diverse needs of individuals, families, and small and large businesses as well as providing information and tools to help individuals make better health decisions.
At AZ Blue, we have a hybrid workforce strategy, called Workability, that offers flexibility with how and where employees work. Our positions are classified as hybrid, onsite or remote. While the majority of our employees are hybrid, the following classifications drive our current minimum onsite requirements:
- Hybrid People Leaders: must reside in AZ, required to be onsite at least twice per week
- Hybrid Individual Contributors: must reside in AZ, unless otherwise cited within this posting, required to be onsite at least once per week
- Hybrid 2 (Operational Roles such as but not limited to: Customer Service, Claims Processors, and Correspondence positions): must reside in AZ, unless otherwise cited within this posting, required to be onsite at least once per month
- Onsite: daily onsite requirement based on the essential functions of the job
- Remote: not held to onsite requirements, however, leadership can request presence onsite for business reasons including but not limited to staff meetings, one-on-ones, training, and team building
Please note that onsite requirements may change in the future, based on business need, and job responsibilities. Most employees should expect onsite requirements and at a minimum of once per week.
This remote work opportunity requires residency, and work to be performed, within the State of Arizona.
PURPOSE OF THE JOB
The Investment Accountant is responsible for all investment accounting (Statutory, GAAP and NAIC experience), monthly close activities, reconciliations, reporting, audit support, and related process improvements. This role helps ensure accurate and timely accounting results, compliance with statutory, regulatory, and company requirements, and clear documentation of investment accounting activity for management review.
REQUIRED QUALIFICATIONS
Required Work Experience
- 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.
Required Education
- Bachelor’s Degree in accounting, business, or related field.
Required Licenses
- N/A
Required Certifications
- N/A
PREFERRED QUALIFICATIONS
Preferred Work Experience
- 10 or more years of investment accounting or finance experience in a regulated insurance or financial services environment.
- Prior experience managing statutory, GAAP, NAIC, or investment accounting reporting functions.
Preferred Education
- Master’s Degree in accounting, business, or related field of study.
Preferred Licenses
- Certified Public Accountant Certification (CPA)
Preferred Certifications
- N/A
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
- Responsible for monthly investment accounting close activities and related reporting requirements, including preparation of journal entries, reconciliations, roll forwards, and supporting schedules.
- Responsible for statutory, GAAP, and NAIC investment schedules, footnotes, regulatory reporting, and management reporting deliverables related to investments.
- Ensure investment accounting data is accurate, complete, appropriately classified, and supported by clear documentation.
- Maintain strong working knowledge of insurance company investment accounting concepts, including securities, investment income, realized and unrealized gains and losses, impairment considerations, fair value, and statutory reporting requirements.
- Monitor applicable statutory, NAIC, regulatory, and company policy requirements and assess impacts to investment accounting and reporting processes.
- Support internal and external audits by coordinating requests, producing clear and concise documentation, resolving issues, and ensuring timely responses.
- Maintain and strengthen internal controls over investment accounting, reconciliations, reporting, and close activities; assess risks and recommend control enhancements as needed.
- Ensure process documentation is current, complete, and updated for regulatory, business, system, or control changes.
- Prepare and review concise 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 clearly 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 across investment accounting processes.
- Partner with Treasury, Finance, Actuarial, Tax, Compliance, Technology, and other stakeholders to support complete and accurate investment accounting and reporting.
- Manage multiple priorities, plan close and reporting activities in advance, meet internal and external deadlines, and escalate issues timely with recommended solutions.
- Promote a collaborative, resilient, and continuous-improvement oriented team environment.
EXPECTATIONS BY LEVEL
Problem Solving
Level 1:
Asks questions/ability to analyze data and identify issues.
Level 2:
Identifies issues and is able to resolve independently. Actively seeks process improvements.
Level 3:
Identifies less obvious issues timely and lays out solid options to consider. Actively seeks process improvements.
Technical Skills
Level 1:
Ability to learn and apply learned concepts. Learn and use business application as required for job.
Level 2:
Demonstrates good understanding of data and financial principles. Proficient in Excel to create effective and efficient reports.
Level 3:
Can simplify complex processes and willing to re-engineer processes from scratch. Able to consider appropriate use of software/tools for each job.
Productivity
Level 1:
Observes work hours, manages PTO and notifies manager of schedule changes. Utilizes existing processes and methods for efficiency.
Level 2:
Begins to separate and combine tasks into an efficient workflow. Finds ways to work smarter that produces the work in less time.
Level 3:
Identifies material factors in the analysis. Able to lead team on multiple projects/tasks effectively by communicating, planning and meeting goals set.
Accuracy
Level 1:
Analyzes own work and checks for correctness. Does not repeat errors.
Level 2:
Contributes by peer reviewing co-workers work.
Level 3:
Finds new ways to improve accuracy.
Interpersonal Skills
Level 1:
Respectful of others, builds credibility and rapport by responding timely to inquiries and admitting to mistakes.
Level 2:
Does not become defensive when encountering resistance. Able to maintain composure under stress.
Level 3:
Able to confidently lead team(s) on projects and provide feedback and training.
Time Management
Level 1:
Sets and meets reasonable deadlines. Gives ample notice to management regarding delays or help needed.
Level 2:
Able to plan projects and set priorities with some assistance from management.
Level 3:
Leads projects independently with minimal assistance. Keeping management well informed.
Initiative
Level 1:
Is proactive with little to no dead time.
Level 2:
Asks why we do things. Interested in expanding current knowledge and makes recommendations beyond specific assignments.
Level 3:
Looks for new ways to improve. Researches beyond specific assignment. Makes suggestions and implements new ways to improve.
Communication
Level 1:
Communicates effectively with co-workers and other departments with little spelling and grammar errors.
Level 2:
Able to effectively summarize/present assigned projects with overview and status.
Level 3:
Able to summarize complex issues/projects. Provides meaningful answers to questions regarding work performed.
REQUIRED COMPETENCIES
Required Job Skills
- 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.
Required Professional Competencies
- 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.
- Achieving results through planning, accountability, collaboration, and deadline management.
- Serving internal and external customers through responsive, accurate, and professional support.
- Teamwork, cross-functional partnership, and effective interpersonal and communication skills.
PREFERRED COMPETENCIES
Preferred Job Skills
- Advanced PC, data mining and data manipulation, and AI proficiency.
Preferred Professional Competencies
- Knowledge of a wide range of matters pertaining to the organization's operations.
LI-AB1
Our Commitment
AZ Blue does not discriminate in hiring or employment on the basis of race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected group.
Thank you for your interest in Blue Cross Blue Shield of Arizona. For more information on our company, see azblue.com. If interested in this position, please apply.
See all 2,431+ Green Card Investment Accountant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Investment Accountant Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as an Investment Accountant
Align your credentials to EB-2 requirements
If your Investment Accountant role requires portfolio valuation, fund accounting, or derivatives analysis, document how your advanced degree or bachelor's degree plus five years of progressive experience maps directly to those specialized functions before PERM recruitment begins.
Check your priority date before accepting offers
Nationals from India and China can face multi-year waits in the EB-2 and EB-3 categories. Pull the monthly Visa Bulletin from USCIS before accepting an offer so you know how your country's current cutoff date affects your realistic path to a green card.
Find sponsors using Migrate Mate
Search Migrate Mate to identify Investment Accountant employers with verified green card sponsorship history, filtered by city and role type, so you're targeting firms that have already committed to employment-based sponsorship rather than those that might consider it.
Prepare for PERM's recruitment audit trail
Your employer must run a formal DOL-mandated recruitment test, including job postings, internal notices, and documentation of every applicant considered. Ask your prospective employer whether their HR team or outside counsel has recent PERM experience for accounting roles.
Use OFLC Wage Search to verify your offered salary
PERM requires your employer to pay at least the prevailing wage for your SOC code and work location. Cross-check your offer against the OFLC Wage Search for Investment Accountants before the job order is placed, since a wage below the prevailing level will cause the PERM to fail.
Understand AC21 portability before changing jobs
If you're mid-process and want to switch employers, AC21 job portability applies only after your I-485 has been pending at least 180 days and the new Investment Accountant role is in the same or a similar occupation as the one on the approved I-140.
Green Card Investment Accountant: Frequently Asked Questions
Which green card category fits Investment Accountants, EB-2 or EB-3?
Most Investment Accountant roles qualify under EB-2 if the position requires an advanced degree in accounting, finance, or a related field, or a bachelor's degree plus at least five years of progressive experience in fund accounting, portfolio analysis, or similar specialized functions. EB-3 covers roles where a standard four-year bachelor's degree meets the minimum requirement. Your employer's job description and prevailing wage level drive which category PERM is filed under.
How does green card sponsorship differ from H-1B for this role?
H-1B visa grants temporary work authorization, requires an LCA filed with DOL, and is subject to an annual lottery. Green card sponsorship through EB-2 or EB-3 leads to lawful permanent residence, involves a full PERM labor certification process instead of an LCA, has no lottery, and includes per-country numerical limits that can create priority-date backlogs. For Investment Accountants from high-demand countries, the timeline to permanent residence can be significantly longer than the initial H-1B period.
What does PERM labor certification actually involve for an Investment Accountant position?
Your employer files a PERM application with the DOL after completing a prevailing wage determination and a mandatory recruitment test, which includes posting the job, documenting every applicant considered, and demonstrating that no minimally qualified U.S. worker was available. For Investment Accountant roles, the job requirements listed in the PERM must match the actual day-to-day duties, so overly restrictive or understated requirements can result in an audit or denial.
How do I find Investment Accountant employers that sponsor green cards?
Migrate Mate lists employers with verified employment-based sponsorship history, searchable by role and location, so you can identify firms that have committed to green card sponsorship for Investment Accountant positions rather than those with no track record. Targeting employers who have completed PERM filings previously reduces the risk that a firm will back out of the process after you've already accepted an offer.
Can I change employers after my PERM is approved?
You can transfer your approved I-140 and retain your priority date if the original I-140 was approved, even if that petition is later withdrawn by the original employer. Job portability under AC21 allows you to move to a same or similar Investment Accountant role once your I-485 adjustment of status application has been pending for at least 180 days. These are two separate rules that apply at different stages of the process.