Senior Investment Accountant - Remote

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Senior Investment Accountant - Remote

R7380 Senior Investment Accountant - Remote (Open)

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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 are proud of the culture we create together. We are committed to progress over perfection and strive for innovation and adaptability.

At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Senior Investment Accountant
! Join us to 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 oversees outsourced investment accounting services, ensures compliance with accounting policies, maintains 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
• 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, etc.)
• Lives into cultural norms (e.g., willingness to participate in camera-enabled onboarding and relationship-building)
• Willingness to travel 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, our employees, our communities, and the world. We are on a climate journey to continue to do better for our people, our business, and our…