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Manager Financial Reporting

Job Description

Company: Oxford Life Insurance

Oxford Life Insurance is seeking to fill a full-time Supervisor of Financial and Budgetary Reporting. This is a mid-level position with the great opportunity of joining a creative and dynamic team. The ideal candidate should have advanced knowledge in statutory accounting principles, GAAP concepts, effectively communicating with customers, and guiding a staff. The Supervisor of Financial and Budgetary Reporting will work directly under the supervision of the management team including the Controller and the Chief Financial Officer.

Job duties include, but are not limited to:

  • Prepare and develop managerial reports reflecting the balance sheet, income statements, and significant events and/or trends.
  • Research and understand significant accounting events by interviewing essential personnel and/or reviewing source documents.
  • Oversee the reconciliation of important asset and liability accounts on a monthly basis.
  • Participate in meetings with various levels of management to further the understanding of financial performance or communicate department needs.
  • Prepare and guide the preparation of audit schedules for internal/independent auditors. Answer inquiries regarding audit and accounting matters.
  • Design and implement new programs and procedures to improve accounting accuracy and effectiveness. Conduct and analyze special projects.
  • Provide technical leadership to less experienced accounting personnel in the department.
  • Evaluate the performance, effectiveness and growth of subordinates. Ensure the competency of each subordinate through increasing delegation of responsibility, authority and through formal and informal education. Interview, select, and evaluate the performance of department personnel. Initiate wage increases, promotions, disciplinary action or terminations, as required.
  • Read industry publications, new business literature, and take courses necessary to successful completion of job responsibilities. This includes attending seminars and/or meetings with other insurance or accounting firms when required.
  • Perform other related duties as required or assigned.

Job responsibilities include, but are not limited to:

  • Direct all activities and functions of the Financial Reporting and Business Planning unit.
  • Prepare or direct the preparation of monthly, quarterly, and annual financial statements, both internal and external. Ensure the accurate and timely preparation, analysis, and summarization of financial records.
  • Prepare or direct the preparation of the annual business plan financial information,
  • Prepare or direct the preparation of the monthly, quarterly, and annual budget to actual reports (executive summaries).
  • Assist management in evaluating profitability and risk exposure of existing and potential insurance programs.
  • Hire, train, discipline, motivate, and provide guidance and leadership to the Financial Reporting and Business Planning accountants/analysts.
  • Keep abreast of new techniques in financial reporting, analysis or new technology.
  • Enforce company and department policies and standards.
  • Other duties as assigned by the Controller/Assistant Treasurer.

Required Skills and Knowledge:

  • Microsoft Office Suite (specifically Word and Excel) 
  • SAP general ledger package
  • Basic understanding of network functionality

U-Haul Offers: 

  • 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 
  • 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 


U-Haul is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.

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