Accounting Services Analyst I - Remote

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 an Accounting Services Analyst I - Remote
.

Responsible for performing standard, routine, transactional accounting services tasks in support of Enterprise Disbursements, including invoice processing, vendor maintenance, reconciliations, and basic reporting activities. This role focuses on accurate execution of clearly defined procedures, timely task completion, and escalation of issues outside of established guidelines.

This is a developing professional role that applies foundational accounting knowledge while learning enterprise systems and processes. Work is completed under supervision with regular review of completed work. Decision‑making may be limited to standard, documented scenarios, with non‑routine or judgment‑based issues raised to management.

• May perform disbursement and accounting service tasks as assigned, following established procedures, checklists, and job aids.

• Supports cross‑coverage needs by completing crucial, predefined tasks in adjacent processes with guidance and oversight.

• Completes assigned work to meet or exceed established key performance measurements and service level agreements; raises issues that may cause delays, errors, or system issues to a lead or manager.

• Uses Coupa to process and route invoices, perform PO matching, assign invoices to coders, and verify required fields for accuracy.

• Identifies invoice exceptions using standard reports and routes issues for resolution following documented escalation paths.

• Assists with maintaining daily positive pay exception logs and communicates results as outlined, identifying and escalating unusual items.

• May perform claims vendor setup and maintenance in Guidewire, following MAR controls and step‑by‑step procedures; escalates exceptions requiring approval or interpretation.

• Assists with 1099 processing activities, such as data preparation, validation, and documentation, under supervision.

• Supports account reconciliations by preparing schedules, gathering documentation, and researching basic discrepancies for review.

• Assists with bank reconciliation activities by researching open items and coordinating corrections under guidance.

• Supervises standard system reports and queues (e.g., rejected or unpaid invoices, pending approvals) and raises issues per existing guidance.

• Responds to payment and inquiry requests using templates and job aids; raises complex or non‑standard issues.

• May prepare basic reports and tracking logs using defined templates; ensures documentation is complete and accurate.

• Participates in audit support activities by gathering requested evidence and responding to requests under supervision.

• Learns enterprise systems (Coupa, Oracle, Guidewire, Black Line, etc.) through training and hands‑on task execution.

• Follows internal controls, documentation standards, and data quality requirements in all work performed.

• Associates degree in a related field is required.

• Related experience in accounting roles or clerical financial support functions required.

• Accounting & Processing Knowledge: exhibit a developing understanding of accounting or financial operations concepts with the ability to follow documented procedures and apply rules consistently.

• Systems & Tools: willingness to learn enterprise systems such as Coupa, Oracle, Guidewire, and reconciliation tools. Understanding and some experience with AI/CoPilot and a proven understanding of Excel, PowerPoint and Outlook is required.

• Bachelor's degree in a related field is preferred.

• Attention to Detail: Able to perform repetitive tasks…