Forever Forward
Senior Investment Accountant - Remote
Location
United States
Posted
11 days ago
Salary
Not specified
No structured requirement data.
Job Description
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Internal candidates: Please go to Workday and click "Find Jobs" link under Career
Thank you for considering opportunities with us!
Job Title
Senior Investment Accountant - RemoteRequisition Number
R7380 Senior Investment Accountant - Remote (Open)Location
Nevada - Home TeleworkersAdditional Locations
Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 20 more}Job Information
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 a Senior Investment Accountant - Remote!
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 is critical in overseeing outsourced investment accounting services, ensuring compliance with accounting policies, maintaining strong internal controls, and supporting 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.
Required Experience, Education and Skills
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.
What would make us excited about you?
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., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).
Travels as needed for role, including divisional / team meetings and other in-person meetings.
Fulfills business needs, which may include investing extra time, helping other teams, etc.
Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.
Why Choose a Career at CSAA IG?
At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.
Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaainsurance.aaa.com/us/en/benefits.
Career Growth: We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support long‑term success.
Flexible Workplace: We 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. Our flexible workplace empowers you to balance remote work with intentional in‑person moments that deepen connection and collaboration.
Inclusion and Belonging: An 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. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.
Sustainability: As 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. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don’t miss important updates from us.
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 TalentAcquistion@csaa.com
If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education.
CSAA does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
CSAA Insurance Group is an equal opportunity employer.
#LI-JH1
Required/PreferredKnowledge, Skills & AbilitiesLicenses & Certification
In-depth knowledge of accounting standards (e.g., GAAP, IFRS) and regulatory requirements (e.g., SEC, FINRA) 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
Excellent attention to detail and accuracy, with a commitment to delivering high-quality work within tight deadlines
Proficient in using investment accounting software and systems, with the ability to adapt to new technologies
Exceptional communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and stakeholders
Strong organizational and project management skills, with the ability to prioritize and manage multiple tasks simultaneously
Demonstrated commitment to professional development and staying updated with industry trends and best practices
Professional certification such as CPA or CFA is preferred
Required/PreferredEducation LevelAdditional Information
Bachelor's degree in Accounting, Finance, or a related field
Required/PreferredMinimum Years of ExpComments
Experience in investment accounting or a related field
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