CSAA Insurance Group, a AAA Insurer · 4 months ago
Senior Investment Accountant - Remote
United States
Full-time
Remote
Senior Level
6+ years expCSAA Insurance Group, a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. They are seeking a Senior Investment Accountant to oversee the accounting and reporting of a diversified investment portfolio and ensure compliance with accounting policies.
AssociationAuto InsuranceCommunitiesHealth CareInsuranceNon ProfitTravel Agency
No H1B
Responsibilities
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
Qualification
Required
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
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
Bachelor's degree in Accounting, Finance, or a related field
6 years of experience in investment accounting or a related field
Preferred
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
Benefits
Total compensation package
Performance bonus
401(k) with a company match
Company
CSAA Insurance Group, a AAA Insurer
Why we're forever forward -- At CSAA IG, one thing will always endure: our commitment to excellence in everything we do for our members, employees and communities.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Zukerman
President and CEO
Joseph Kamau
SVP and Chief Information Security Officer
Recent News
Digital Insurance
2025-10-23
2025-10-04
Company data provided by crunchbase