Insurance Financial Reporting Lead (Remote)

Branch Financial, LLC; Lansing (MI); Remote; USD 110.000 - 140.000; Vollzeit

Benefits dieser Stelle

Remote-first

Above-market salary

Stock options

401k with matching

Medical, vision, dental

HQ visits occasionally

Zusammenfassung

Branch Financial, LLC in the United States is seeking an Insurance Financial Reporting Manager to own statutory financial reporting, NAIC filings, RBC analysis, and the annual statement end-to-end. You will coordinate with accounting, actuarial, and reinsurance teams to prepare statements and schedules, and lead the statutory audit.

You will analyze month-over-month financial changes, support monthly close, and help develop internal controls and data controls with the Data Office.

Qualifikationen

• 3-5 years of experience in property & casualty insurance finance or accounting, with statutory reporting at the core of that experience.
• Ownership of quarterly and annual statutory statement filings, with hands-on experience across every part of the annual statement.
• The ability to read Schedule P across years of development and explain what it shows.
• Experience leading or coordinating a statutory audit, including the PBC process.
• Strong working knowledge of statutory financial reporting, controls, and insurance accounting.
• Proficiency in interpreting financial outcomes and turning data into actionable reporting.

Aufgaben

• Direct the preparation and delivery of statutory financial statements, including quarterly and annual NAIC filings, RBC analysis, and NAIC RBC forecasting tools.
• Own the annual statement end to end, including the statement pages and Schedules B, D, F and P, coordinating each schedule with the accounting, actuarial and reinsurance teams.
• Prepare the other statutory returns Branch files beyond the annual statement.
• Lead the annual statutory audit, including owning the PBC list and coordinating the information needed from other departments.
• Analyze month-over-month changes in financial outcomes and provide clear reporting to enable leadership understanding, with support from actuarial and reinsurance teams.
• Participate in the monthly close.
• Document and maintain financial processes to support efficient and accurate reporting.
• 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.
• 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.

Kenntnisse

Statutory financial reporting

Audit coordination

Cross-functional collaboration

Financial controls

GAAP knowledge

Communication skills

Ausbildung

Bachelor’s degree in Accounting or related field

CPA

Jobbeschreibung

Branch Financial, LLC in the United States is seeking an Insurance Financial Reporting Manager to own statutory financial reporting, NAIC filings, RBC analysis, and the annual statement end-to-end. You will coordinate with accounting, actuarial, and reinsurance teams to prepare statements and schedules, and lead the statutory audit.

You will analyze month-over-month financial changes, support monthly close, and help develop internal controls and data controls with the Data Office.