Insurance Financial Reporting Manager

Branch Financial, LLC; Orangeburg (SC); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote-first with home setup

Monthly internet stipend

Stock options

Columbus headquarters

Office space in Columbia, MO

Job summary

Branch Financial, LLC invites an experienced Insurance Financial Reporting Manager to lead statutory reporting and the annual NAIC filings. You will collaborate across Finance, Compliance, Legal and Insurance teams, driving accuracy, controls, and audit readiness as Branch scales its finance operations.

You will own the annual statement end-to-end, coordinate schedules with accounting, actuarial and reinsurance, and lead the statutory audit with cross-functional teams.

Qualifications

• Strong working knowledge of statutory financial reporting, controls, and insurance accounting.
• Ability to interpret financial outcomes and translate data into actionable reporting.
• Experience with holding company structures and consolidation up to a parent is a plus.
• Salary is above market; Branch uses data-driven pay equity and transparency.
• Remote-first environment with optional office presence in multiple locations.

Responsibilities

• Direct the preparation and delivery of statutory financial statements, quarterly and annual NAIC filings, RBC analysis, and forecasting tools.
• Own the annual statutory statement end to end, including schedules and coordination with accounting, actuarial and reinsurance.
• Lead the annual statutory audit, including PBC list management and inter-department coordination.
• Analyze month-over-month changes in financial outcomes and provide clear leadership reporting.
• Document and maintain financial processes to support efficient reporting; collaborate with Data Office on controls and data availability.
• Develop audit-ready documentation for key financial processes and controls; support state expansion reporting.

Skills

Statutory reporting

Insurance accounting

Financial analysis

Cross-functional collaboration

Audit coordination

Education

Bachelor's degree in Accounting or related field

Tools

NAIC filings

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.