Remote Insurance Finance & Statutory Reporting Lead

Branch Financial, LLC; Lansing (MI); A distancia; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote‑First

Stock options

401k with matching

Competitive salary

Flexible time off

Descripción de la vacante

Branch is seeking an Insurance Financial Reporting Lead to own statutory financial reporting from NAIC filings to the statutory audit. You will work with Finance, Compliance, Legal and Insurance teams to ensure data reliability and regulatory alignment.

You will collaborate across actuarial and reinsurance to produce audit-ready statements and improving reporting controls as Branch scales and expands in the US.

Formación

• Bachelor’s degree in Accounting or related field; CPA a plus.
• 8+ years of experience in property & casualty insurance finance or accounting, with statutory reporting at the core of that experience.
• Ownership of quarterly and annual statutory statement filings, with hands-on experience across every part of the annual statement.
• Ability to read Schedule P across years of development and explain what it shows.
• 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.

Responsabilidades

• 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.
• Prepare the other statutory returns Branch files beyond the annual statement.
• 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.
• Participate in the monthly close.
• 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.

Conocimientos

Statutory reporting

Audit coordination

Cross-functional collaboration

Data interpretation

Financial controls

Educación

Bachelor’s degree in Accounting or related field

CPA a plus

Herramientas

NAIC filings tooling

PBC process management

Descripción del empleo

Branch is seeking an Insurance Financial Reporting Lead to own statutory financial reporting from NAIC filings to the statutory audit. You will work with Finance, Compliance, Legal and Insurance teams to ensure data reliability and regulatory alignment.

You will collaborate across actuarial and reinsurance to produce audit-ready statements and improving reporting controls as Branch scales and expands in the US.