Apply on Employer Site

CSAA Insurance Group, a AAA Insurer · 1 day ago

Senior Investment Accountant - Remote

United States

Full-time

Remote

Senior Level

$100K/yr - $111K/yr

6+ years exp

CSAA Insurance Group (CSAA IG), 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 support the accounting and reporting of a diversified investment portfolio, ensuring compliance with accounting policies and maintaining strong internal controls.

AssociationAuto InsuranceCommunitiesHealth CareInsuranceNon ProfitTravel Agency

Comp. & Benefits

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

Investment accounting experienceGAAPSAPNAIC reportingPAMSOX/MARExcel skillsAnalytical skillsCPACFAPrivate fundsProcess automation experienceCommunication skills

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

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

Glassdoor3.8

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.

Founded in 1914

Walnut Creek, California, USA

1001-5000 employees