Remote Insurance Finance Reporting Lead (Stock Options)

Branch Financial, LLC; Clifton (TX); Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Remote-first

Stock options

Health insurance

Retirement match

Flexible time off

Job summary

Branch Financial, LLC seeks a Financial Reporting Lead to ensure accurate, audit-ready financial reporting across insurance operations. You will collaborate with Finance, Compliance, Legal and Insurance to support reliable data and scalable finance processes.

The role entails documenting processes, preparing statutory statements, and building internal controls to support growth. A strong GAAP/statutory background and 8+ years in insurance finance are required.

Qualifications

• Bachelor’s degree in Accounting or related field.
• 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.

Responsibilities

• Analyze month-over-month changes in financial outcomes and provide clear reporting to enable leadership understanding.
• Work with the Data Office to help identify and define required controls and data availability for accurate financial reporting.
• Support 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 to support a growing audit function.
• Support 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 improve financial transparency, data readiness, or compliance.

Skills

Financial reporting knowledge

Data interpretation

Education

Bachelor’s degree in Accounting or related field

Job description

Branch Financial, LLC seeks a Financial Reporting Lead to ensure accurate, audit-ready financial reporting across insurance operations. You will collaborate with Finance, Compliance, Legal and Insurance to support reliable data and scalable finance processes.

The role entails documenting processes, preparing statutory statements, and building internal controls to support growth. A strong GAAP/statutory background and 8+ years in insurance finance are required.