Remote-First Insurance Finance Reporting Lead

Branch Financial, LLC; Phoenix (AZ); Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Above-market salary

Pay equity

Remote-first

YouTime after year

Stock options

Medical, vision, dental

401k with match

Job summary

Branch Financial, LLC is seeking a Financial Reporting Lead to strengthen accuracy, clarity, and consistency in our insurance financial reporting. You will collaborate across Finance, Compliance, Legal, and Insurance to ensure data reliability and audit readiness as we scale.

You will manage statutory reporting, NAIC filings, RBC analysis, and the development of internal controls, while guiding the evolution of finance operations with a data-driven mindset.

Qualifications

• Bachelor’s degree in Accounting or related field; CPA a plus.
• 8+ years of experience in property & casualty insurance finance or accounting, preferably with GAAP and statutory reporting.
• Strong working knowledge of financial reporting, controls, and insurance accounting.
• Proficiency in interpreting financial outcomes and turning data into actionable reporting.

Responsibilities

• Assist in documenting and maintaining financial processes to support efficient and accurate reporting.
• Analyze month-over-month changes in financial outcomes and provide clear reporting to enable leadership understanding, with support from actuarial and reinsurance teams.
• Work with the Data Office to 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.
• Direct the preparation and delivery of Statutory financial statements, including quarterly and annual NAIC filings, RBC analysis, and NAIC RBC forecasting tools.
• 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

Insurance finance experience

Financial reporting

Cross-functional collaboration

Education

Bachelor’s in Accounting

CPA preferred

Job description

Branch Financial, LLC is seeking a Financial Reporting Lead to strengthen accuracy, clarity, and consistency in our insurance financial reporting. You will collaborate across Finance, Compliance, Legal, and Insurance to ensure data reliability and audit readiness as we scale.

You will manage statutory reporting, NAIC filings, RBC analysis, and the development of internal controls, while guiding the evolution of finance operations with a data-driven mindset.