Insurance Financial Reporting Manager

Branch Financial, LLC; Missouri; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote-first

Stock options

Medical, vision, dental

Columbus HQ

Job summary

Branch is a remote-first insurance company seeking an Insurance Financial Reporting Manager to own statutory financial reporting across NAIC filings and related processes. You will collaborate with Finance, Compliance, Legal and actuarial teams to ensure data reliability and audit readiness.

The role requires 8+ years in P&C insurance finance, with experience leading statutory audits and a strong grasp of reporting controls.

Qualifications

• 8+ years of experience in property & casualty insurance finance or accounting with statutory reporting.
• Experience leading or coordinating a statutory audit, including the PBC process.
• Strong working knowledge of statutory financial reporting, controls, and insurance accounting.

Responsibilities

• Direct the preparation and delivery of statutory financial statements, including quarterly and annual NAIC filings.
• 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.
• 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.
• 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

Statutory reporting

Insurance accounting

Internal controls

Data interpretation

Education

Bachelor’s degree in Accounting or related field

Job description

About Branch

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. 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.

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. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois. 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 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.

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.

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.

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.

Bachelor’s degree in Accounting or related field; 8+ years of experience in property & casualty insurance finance or accounting, with statutory reporting at the core of that experience. 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.
• Above-market salary - Branch is a data-driven company, so we do the math on salaries, too. 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. 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.
• Branch helps you get to retirement on time with a portion of your contributions matched each month.

At Branch, we are deeply committed to community. 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.