Insurance Financial Reporting Lead

Branch Financial, LLC; Phoenix (AZ); Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Above-market salary

Pay equity

Remote-first

YouTime after year

Stock options

Medical, vision, dental

401k with match

Job summary

Branch Financial, LLC is seeking a Financial Reporting Lead to strengthen accuracy, clarity, and consistency in our insurance financial reporting. You will collaborate across Finance, Compliance, Legal, and Insurance to ensure data reliability and audit readiness as we scale.

You will manage statutory reporting, NAIC filings, RBC analysis, and the development of internal controls, while guiding the evolution of finance operations with a data-driven mindset.

Qualifications

• Bachelor’s degree in Accounting or related field; CPA a plus.
• 8+ years of experience in property & casualty insurance finance or accounting, preferably with GAAP and statutory reporting.
• Strong working knowledge of financial reporting, controls, and insurance accounting.
• Proficiency in interpreting financial outcomes and turning data into actionable reporting.

Responsibilities

• Assist in documenting and maintaining financial processes to support efficient and accurate reporting.
• 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 needed for accurate financial reporting.
• Support the development of 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

GAAP knowledge

Insurance finance experience

Financial reporting

Cross-functional collaboration

Education

Bachelor’s in Accounting

CPA preferred

Job description

About Branch

Branch is on a mission to make insurance more accessible, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be.But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself.Branch has a preference for candidates in Ohio, but is open to candidates located in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of an employment visa at this time.Branch is remote first, with most Branchers choosing to work from home. Our headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers.

About the Role

As a Financial Reporting Lead, you’ll play a key role in supporting the accuracy, clarity, and consistency of our insurance financial reporting processes. You will collaborate across the Finance, Compliance, Legal and Insurance teams to help ensure data is reliable, audit-ready, and aligned with industry regulations. Your work will help Branch leadership understand performance outcomes and support the continued evolution of our finance operations as we scale.

Key Responsibilities

• Assist in documenting and maintaining financial processes to support efficient and accurate reporting.


• 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 help identify and define required controls and data availability needed for accurate financial reporting.


• Support the development of 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 & Experience

• Bachelor’s degree in Accounting or related field; CPA a plus.


• 8+ years of experience in property & casualty insurance finance or accounting, preferably with exposure to GAAP and statutory reporting.


• Strong working knowledge of financial reporting, controls, and insurance accounting.


• Proficiency in interpreting financial outcomes and turning data into actionable reporting.


• Comfortable working cross-functionally in a fast-paced, collaborative environment.


• Strong communication skills and a desire to contribute to team growth and shared knowledge.

Why join us at Branch?

We’re all about getting back to getting each other’s back - that means Branchers, too. So we provide benefits that let you work and live to your fullest.

• Above-market salary - Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.


• Pay equity and transparency - Our pay isn’t just market-driven, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.


• Remote-first (with perks) - Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if you’d like to join us in an office.


• Flexible YouTime - We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation.


• Employee stock options - You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow.


• Medical, vision, dental - Get all the coverage you need for a healthy, happy life.


• 401k and contribution matching - Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.

Equal Employment Opportunity Employer

At Branch, we are deeply committed to community. Branch is an Equal Employment Opportunity employer. All qualified applicants and/or employees will receive consideration for employment without regard to the individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.