Senior Investment Accountant - Remote

CSAA Insurance Group, a AAA Insurer

8d • Remote

About The Position

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring purpose to help members prevent, prepare for and recover from life's uncertainties, and we're proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Senior Investment Accountant! Join us and support CSAA IG in achieving our goals. 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).

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.

Benefits

• We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more!
• In most cases, you will have the opportunity to choose your preferred working location from the following options when you join CSAA IG: remote, hybrid, or in-person.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees