Remote Insurance Finance Reporting Lead with Stock Options

Branch Financial, LLC; Clayton (MO); Remote; USD 110,000 - 170,000; Full time

Benefits offered by this job

Remote-first

Office in Columbus

Home office stipend

Internet reimbursement

Employee stock options

Medical, vision, dental

Retirement contributions match

Job summary

Branch, a remote-first insurer, seeks a Financial Reporting Lead to ensure accuracy, clarity, and consistency in its financial reporting. You will collaborate across Finance, Compliance, Legal and Insurance to keep data reliable and audit-ready.

You’ll document financial processes, support NAIC filings, RBC analysis, and develop internal control testing for a growing audit function. This role advances Branch’s data-driven finance operations as it scales.

Qualifications

• Bachelor’s degree in Accounting or related field; 8+ years of experience in property & casualty insurance finance or accounting, preferably with exposure to 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.
• 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.

Responsibilities

• 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 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.
• 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

Financial reporting

GAAP

Insurance accounting

Data analysis

Internal controls

Audit support

Education

Bachelor's degree in Accounting

Tools

Excel

ERP systems

Job description

Branch, a remote-first insurer, seeks a Financial Reporting Lead to ensure accuracy, clarity, and consistency in its financial reporting. You will collaborate across Finance, Compliance, Legal and Insurance to keep data reliable and audit-ready.

You’ll document financial processes, support NAIC filings, RBC analysis, and develop internal control testing for a growing audit function. This role advances Branch’s data-driven finance operations as it scales.