Remote Insurance Financial Reporting Lead | Stock Options

Branch Financial, LLC; Elm (PA); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote-first

Stock options

Medical, vision, dental

Retirement match program

Job summary

Branch Financial, LLC is seeking a Financial Reporting Manager to ensure accuracy and clarity of insurance financial reporting. You will collaborate across Finance, Compliance, Legal, and Insurance teams to ensure data reliability and audit readiness as we scale our finance operations.

You will lead month-over-month analyses, develop internal controls, and deliver statutory financial statements including NAIC filings.

Qualifications

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

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 knowledge

Insurance accounting

Data interpretation

Audit readiness

Education

Bachelor's degree in Accounting

Tools

NAIC filings tools

Job description

Branch Financial, LLC is seeking a Financial Reporting Manager to ensure accuracy and clarity of insurance financial reporting. You will collaborate across Finance, Compliance, Legal, and Insurance teams to ensure data reliability and audit readiness as we scale our finance operations.

You will lead month-over-month analyses, develop internal controls, and deliver statutory financial statements including NAIC filings.