Insurance Finance Reporting Lead (Remote, Stock Options)

Branch Financial, LLC; Maryland; Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Remote-first

Home internet stipend

Stock options

Medical, vision, dental

Retirement match

Job summary

Branch is seeking a Financial Reporting Lead to ensure accuracy, clarity, and consistency in our insurance financial reporting. You will collaborate with Finance, Compliance, Legal, and Insurance to keep data reliable, audit-ready, and aligned with regulations, supporting leadership with performance insights as we scale.

You will help document and maintain financial processes for efficient reporting, and contribute to the evolution of our finance operations in a remote-first environment with

Qualifications

• Bachelor’s degree in Accounting or related field; 8+ years in property & casualty insurance finance or accounting with exposure to GAAP and statutory reporting.

Responsibilities

• Analyze month-over-month changes in financial outcomes and provide clear reporting to enable leadership understanding, with support from actuarial and reinsurance teams.
• Work with the Data Office to identify and define required controls and data availability for accurate financial reporting.
• Develop audit-ready documentation for key financial processes and controls.
• Direct the preparation and delivery of Statutory financial statements, including quarterly and annual NAIC filings, RBC analysis, and NAIC RBC forecasting tools.
• Develop an internal control testing framework that supports a growing audit function of the future.
• Support the review and documentation of cash handling processes and reconciliation procedures.
• Collaborate with Insurance and Compliance teams on data or regulatory requests related to state expansion or reporting needs.
• Contribute to special projects that help improve financial transparency, data readiness, or compliance across the organization.

Skills

Financial reporting

Insurance accounting

GAAP / statutory reporting

Education

Bachelor’s in Accounting or related field

Job description

Branch is seeking a Financial Reporting Lead to ensure accuracy, clarity, and consistency in our insurance financial reporting. You will collaborate with Finance, Compliance, Legal, and Insurance to keep data reliable, audit-ready, and aligned with regulations, supporting leadership with performance insights as we scale.

You will help document and maintain financial processes for efficient reporting, and contribute to the evolution of our finance operations in a remote-first environment with