Senior Investment Accountant - Remote

Overview

Senior Investment Accountant - Remote

Location:

Nevada - Home Teleworkers (with additional locations across multiple states listed in the original posting)

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 live our core beliefs and fulfill our purpose to help members prevent, prepare for and recover from life's uncertainties. We hire good people for a brighter tomorrow. We are actively hiring for a Senior Investment Accountant to support CSAA IG in achieving its goals.

This role involves accounting and reporting for a diversified investment portfolio and overseeing outsourced investment accounting services.

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. The role ensures compliance with accounting policies, maintains strong internal controls, and supports accurate financial reporting under GAAP and SAP.

• 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 participate in camera-enabled onboarding and relationship-building when needed
• Travels as needed for role, including divisional/team meetings and other in-person meetings
• Fulfills business needs, which may include investing extra time and helping other teams

We are devoted to protecting our customers, our employees, our communities, and the world. We are on a climate journey to do better for our people, our business, and our planet. We take bold action and lead by example, and continuously evolve to meet changing needs. We invite you to join us if you:

• BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging
• COMMIT to being there for customers and employees
• CREATE a sense of purpose that serves the greater good through innovation

Recognition:
We offer a total compensation package, performance bonus, 401(k) with company match, and more. Read about what we offer at the CSAA careers benefits page: c

In most cases, you will have the opportunity to choose your preferred working location from remote, hybrid, or in-person. Submit your application to be considered. We communicate via email; please check your inbox and spam folder for important updates.

If reasonable accommodation is needed to participate in the job application or interview process, please contact

As part of our values, we are committed to inclusion and diversity. We celebrate colleagues’ different abilities, sexual orientation, ethnicity, and gender. Everyone is welcome and supported in their development at all stages of their journey with us.

We are continuously recruiting to maintain a diverse mix of colleagues representative of the U.S. workforce. Diversity fosters broad ideas and enables us to meet customers’ evolving needs. CSAA Insurance Group is an equal opportunity employer. If selected to continue in the recruiting process, a preliminary call will discuss the role and disclose the available salary range based on location. Salary factors may include location, experience, or education.

Must have authorization to work indefinitely in the U.S. This role is remote with exceptions for Hawaii and Alaska.

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