Senior Investment Accountant - Remote
California, Washington County, Pennsylvania, 15419, USA
Listed on 2026-03-07
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Finance & Banking
Financial Reporting, Tax Accountant -
Accounting
Financial Reporting, Tax Accountant
Senior Investment Accountant – Remote
Requisition Number: R7380
Location:
Nevada – Home Teleworkers (Remote across the United States, excluding Hawaii and Alaska)
CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Our mission is to 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.
Your RoleWe 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 oversees outsourced investment accounting services, ensures compliance with accounting policies, maintains strong internal controls, and supports 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.
- 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 system.
- 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.
- Active participation in employee resource groups, volunteering, or similar cultural contributions.
- Willingness to use video in virtual interactions to build relationships.
- Travel as needed for role, including divisional/team meetings and other in‑person meetings.
- Demonstrated ability to fulfill business needs, including investing extra time or helping other teams.
At CSAA IG, we are proud to be a mission‑driven organization committed to empowering our members, employees, and communities to thrive.
RecognitionWe offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and more.
Read more about our benefits:
Career GrowthWe believe in growth for everyone. Leaders and mentors partner with employees to align interests, unlock development opportunities, and support long‑term success.
Flexible WorkplaceWe embrace a remote‑first culture through our Flexible Workplace. Most employees hold Home‑Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices.
Inclusion and BelongingAn inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members.
SustainabilityAs climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact.
Additional InformationCSAA is an equal‑opportunity employer.
CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations. If you would like to request an accommodation to participate in the job application or interview process, please contact
We will schedule a preliminary call to discuss the role and disclose the available salary/hourly rate range based on your location. Salary will consider location, experience, or education.
CSAA does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US.
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