Insurance Financial Reporting Lead (Remote + Stock Options)

Branch Financial, LLC; Charlotte (NC); Remote; USD 140,000 - 180,000; Full time

Benefits offered by this job

Above-market salary

Pay equity and transparency

Remote-first (with perks)

Flexible YouTime

Employee stock options

Medical, vision, dental

401k and matching

Job summary

Branch Financial, LLC is seeking an Insurance Financial Reporting Manager to own statutory financial reporting from NAIC filings to audits, coordinating with Finance, Compliance, Legal and Insurance teams. This senior IC role requires deep expertise in statutory reporting, schedules, and RBC tools, with collaboration across actuarial and reinsurance functions.

You will drive accuracy, efficiency, and audit readiness while supporting leadership with clear financial insights and regulatory

Qualifications

• Bachelor’s degree in Accounting or related field; CPA a plus.
• 8+ 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.
• 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.
• Experience with a holding company structure and consolidation up to a parent is a plus.
• Comfortable working cross-functionally in a fast-paced, collaborative environment.
• Strong communication skills and a desire to contribute to team growth and shared knowledge.

Responsibilities

• 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.

Skills

GAAP knowledge

Statutory reporting

Audits coordination

Cross-functional teamwork

Data interpretation

Communication skills

Schedule P literacy

PBC process

Holding company consolidation

Analytical mindset

Education

Bachelor’s degree in Accounting or related field

CPA certification

Job description

Branch Financial, LLC is seeking an Insurance Financial Reporting Manager to own statutory financial reporting from NAIC filings to audits, coordinating with Finance, Compliance, Legal and Insurance teams. This senior IC role requires deep expertise in statutory reporting, schedules, and RBC tools, with collaboration across actuarial and reinsurance functions.

You will drive accuracy, efficiency, and audit readiness while supporting leadership with clear financial insights and regulatory