Insurance Financial Reporting Manager

Branch Financial, LLC; Kansas City (MO); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote-first with home-office setup

Stock options

401k with matching

Medical, vision, dental

Flexible YouTime

Annual $1000 vacation stipend

Job summary

Branch Financial, LLC is seeking an Insurance Financial Reporting Manager to own statutory financial reporting, NAIC filings, and related audits. This senior IC role collaborates with Finance, Compliance, Legal, and Insurance teams to ensure reliable, audit-ready data.

You will manage quarterly and annual statements, RBC analysis, and PBC coordination, driving accurate financial reporting across the organization while scaling operations as Branch grows.

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.
• Reading Schedule P across years of development and explaining 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.
• Experience with a holding company structure and consolidation up to a parent is a plus.
• Cross-functional collaboration in a fast-paced environment.

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 with accounting, actuarial and reinsurance teams.
• Prepare other statutory returns Branch files beyond the annual statement.
• Lead the annual statutory audit, including owning the PBC list and coordinating information from other departments.
• Analyze month-over-month changes in financial outcomes and provide clear reporting to leadership with actuarial and reinsurance support.
• Participate in the monthly close and maintain financial processes for efficient reporting.
• Work with Data Office to define controls and data availability for accurate reporting.
• Develop internal control testing framework to support growing audit function.

Skills

Statutory reporting

NAIC filings

Audit coordination

GAAP knowledge

Financial statements

Cross-functional collaboration

Education

Bachelor's in Accounting

CPA

Tools

Excel

Financial software

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 Insurance Financial Reporting Manager, you’ll own Branch’s statutory financial reporting, from the quarterly and annual NAIC filings through the statutory audit. You’ll bring every part of the annual statement together, and you’ll be the person who can explain what it shows.

This is a senior individual contributor role with no direct reports. You will collaborate across the Finance, Compliance, Legal and Insurance teams, and work closely with actuarial and reinsurance, to 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

• 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 & Experience

• 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. GAAP experience is a plus.
• 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.
• 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.

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 EmployerAt 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.