Investment Accountant Visa Sponsorship Jobs in Arizona
Investment accountant visa sponsorship jobs in Arizona are concentrated in Phoenix, where firms like Charles Schwab, Vanguard, and Fidelity operate major operations centers. Scottsdale's wealth management sector and Tempe's fintech presence add further hiring depth. International candidates can access roles through several work visa pathways tied to accounting credentials.
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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.
Investment Accountant Job Roles in Arizona
See all 64+ Investment Accountant Jobs in Arizona
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Search Investment Accountant Jobs in ArizonaInvestment Accountant Jobs in Arizona: Frequently Asked Questions
Which companies sponsor visas for investment accountants in Arizona?
Phoenix is home to large financial services operations from Charles Schwab, Vanguard, and Fidelity Investments, all of which have sponsored accounting roles in the past. Regional asset managers and registered investment advisors in Scottsdale also appear in DOL sponsorship records. Mid-size fund administrators and corporate treasury teams at publicly traded Arizona companies round out the sponsoring employer pool for investment accountants.
Which visa types realistically fit investment accountant roles in Arizona?
H-1B visa is the most common path, covering investment accountant roles as specialty occupations requiring a bachelor's degree in accounting or finance. Canadian and Mexican nationals holding an accounting degree or CPA credential can pursue TN visa status under the USMCA Accountant category. F-1 students may work via OPT while transitioning to employer sponsorship. EB-2 and EB-3 employment-based green cards are available for longer-term permanent residence pathways.
How to find investment accountant visa sponsorship jobs in Arizona?
Migrate Mate lists Arizona investment accountant roles specifically at employers with verified visa sponsorship history, so you can focus your search on companies already familiar with the sponsorship process. Filter by city to target Phoenix, Scottsdale, or Tempe concentrations. Applying directly through employers whose DOL filing records show active accounting sponsorship activity gives you a stronger starting point than a broad search.
Which cities in Arizona have the most investment accountant sponsorship jobs?
Phoenix dominates, anchored by the regional headquarters of major brokerage and fund companies along the Camelback Corridor and downtown financial district. Scottsdale follows closely, driven by its concentration of wealth management firms and family offices. Tempe has grown as a fintech and financial services hub, particularly near Arizona State University. Chandler and Mesa have smaller but emerging financial operations within larger corporate campuses.
Are there state-specific factors that affect visa sponsorship for investment accountants in Arizona?
Arizona's large back-office presence for national financial institutions means many investment accountant openings are operational rather than client-facing, which can affect how employers structure sponsorship. Arizona State University's finance and accounting programs create a pipeline of F-1 candidates familiar to local employers. The absence of a state income tax has drawn financial firms to relocate or expand operations here, sustaining steady demand for credentialed accounting professionals across sponsoring employers.
What is the prevailing wage for sponsored investment accountant jobs in Arizona?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.