Senior Investment Accountant - Remote

Overview

Senior Investment Accountant - Remote

Location:

Nevada - Home Teleworkers;
Additional locations include multiple states with home teleworking options.

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. We hire good people for a brighter tomorrow and are actively hiring for a Senior Investment Accountant to support CSAA IG in achieving our goals.

• 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.

• 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.

• 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).

• Willingness to engage with teammates and build relationships, including during onboarding.

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

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

At CSAA IG, we’re devoted to protecting our customers, employees, communities, and our planet. We value inclusion and belonging and are committed to supporting diversity in the workplace. We are an equal opportunity employer and encourage applications from all qualified individuals. If you require a reasonable accommodation during the application or interview process, please contact

Role is remote anywhere in the United States with exceptions for Hawaii and Alaska. In most cases you will have the opportunity to choose remote, hybrid, or in-person work locations when you join CSAA IG. We communicate via email, so check your inbox and spam folder for updates.

To learn more about benefits and our culture, visit the CSAA careers page at

Must have authorization to work indefinitely in the US.

Knowledge, Skills & Abilities:

• In-depth knowledge of accounting standards (GAAP, IFRS) and regulatory requirements applicable to investment accounting.

• Proven experience in managing and leading teams, with the ability to motivate and develop staff.

• Strong analytical and problem-solving skills with the ability to think critically and propose innovative solutions.

• Attention to detail and accuracy, with a commitment to high-quality work within tight deadlines.

• Proficient in investment accounting software and adaptable to new technologies.

• Excellent communication and interpersonal skills for cross-functional collaboration.

• Strong organizational and project management skills to prioritize and manage multiple tasks.

• Commitment to professional development and staying current with industry trends.

Education:

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

Experience:

• Minimum 6 years in investment accounting or a related field.