Remote Insurance Finance & Reporting Lead — Stock Options

Branch Financial, LLC; Lorida (FL); Remote; USD 130,000 - 170,000; Full time

Benefits offered by this job

Remote-first with home setup stipend

Internet stipend

Stock options

Medical, vision, dental coverage

Retirement plan with company match

Office access in Columbus headquarters

Job summary

Branch Financial, LLC is seeking a Financial Reporting Lead to enhance the accuracy and transparency of insurance financial reporting. You will collaborate across Finance, Compliance, Legal and Insurance teams to ensure reliable, audit-ready data as Branch scales.

You’ll document and maintain financial processes, lead statutory statements and NAIC filings, and build internal controls that support a growing audit function while aligning with GAAP and statutory requirements.

Qualifications

• 8+ years of experience in property & casualty insurance finance or accounting.
• Experience with GAAP and statutory reporting is preferred.

Responsibilities

• Analyze month-over-month financial outcomes for leadership with actuarial support.
• Work with Data Office to define controls and data availability for accurate reporting.
• Support development of audit-ready documentation for key processes and controls.
• Lead preparation of Statutory financial statements, NAIC filings, RBC analysis, and RBC tools.
• Develop internal control testing framework to grow the audit function.
• Review and document cash handling and reconciliation procedures.
• Collaborate with Insurance and Compliance on data or regulatory requests for expansion or reporting.
• Contribute to special projects improving financial transparency and data readiness.

Skills

Financial reporting

Insurance accounting

Controls

Data interpretation

Education

Bachelor’s degree in Accounting or related field

Job description

Branch Financial, LLC is seeking a Financial Reporting Lead to enhance the accuracy and transparency of insurance financial reporting. You will collaborate across Finance, Compliance, Legal and Insurance teams to ensure reliable, audit-ready data as Branch scales.

You’ll document and maintain financial processes, lead statutory statements and NAIC filings, and build internal controls that support a growing audit function while aligning with GAAP and statutory requirements.