Senior Investment Accountant - Remote

Job Information

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work.

We are actively hiring for a Senior Investment Accountant - Remote!

Your Role:

We are seeking a Senior Investment Accountant to support the accounting and reporting of a diversified investment portfolio including public and private fixed income, global equities, private funds, and non-USD currency exposures. This role is critical in overseeing outsourced investment accounting services, ensuring compliance with accounting policies, maintaining strong internal controls, and supporting accurate financial reporting under GAAP and Statutory Accounting Principles (SAP).

Your Work:

• Provide daily oversight of outsourced investment accounting provider, ensuring accuracy, timeliness and compliance with service level agreements

• Review and validate journal entries, reconciliations, valuations, and reports.

• Monitor compliance with company accounting policies and statutory/GAAP requirements.

• Analyze complex investment transactions and ensure proper accounting treatment.

• Evaluate and apply new accounting guidance.

• Ensure adherence to Model Audit Rule controls.

• Oversee month-end and quarter-end close.

• Oversee statutory filings (NAIC Schedules D, DA, BA) and disclosures.

• Serve as key contact for auditors.

• Mentor junior staff and lead process improvements.

Required Experience, Education and Skills

• Bachelor’s degree in Accounting, Finance, or a related field.

• 6+ years of investment accounting experience (insurance/financial services experience preferred).

• Strong knowledge of GAAP, SAP, and NAIC reporting.

• Experience with outsourced providers or custodians.

• Proficiency in PAM or similar.

• Familiarity with SOX/MAR frameworks.

• Strong Microsoft Office Excel skills.

• Strong analytical and communication skills.

What would make us excited about you?

• CPA, CFA, or progress toward certification

• Experience with private funds, alternatives, and multi-currency investments.

• Prior involvement in analyzing and applying new accounting standards.

• Experience in process automation and system integration.

• Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.).

• Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).

• Travels as needed for role, including divisional / team meetings and other in-person meetings.

• Fulfills business needs, which may include investing extra time, helping other teams, etc.

Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.

Why Choose a Career at CSAA IG?

At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.

Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more!