Remote Insurance Financial Reporting Lead + Stock Options

Branch Financial, LLC; Iowa Center (IA); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote-first with home-office setup

Stock options

Medical, vision, dental

Retirement plan with company match

Job summary

Branch is a remote-first company that values transparent compensation and scalable finance operations. The Financial Reporting Lead will collaborate across Finance, Compliance, Legal, and Insurance to ensure accurate, audit-ready financial reporting and regulatory compliance.

The role supports leadership with performance insights as we scale our finance operations. Ideal candidates have 8+ years in property & casualty insurance finance, a BA in Accounting, and GAAP/statutory reporting exposure.

Qualifications

• Bachelor’s degree in Accounting or related field.
• 8+ years of experience in property & casualty insurance finance or accounting.
• GAAP and statutory reporting exposure is preferred.

Responsibilities

• Analyze month-over-month changes in financial outcomes and report clearly to leadership.
• Collaborate with Data Office to define controls and data availability for accurate reporting.
• Develop audit-ready documentation for key financial processes and controls.
• Lead preparation of Statutory financial statements, NAIC filings, RBC analysis and NAIC RBC tools.
• Create an internal control testing framework to support future audit needs.
• Review and document cash handling processes and reconciliation procedures.
• Coordinate with Insurance and Compliance on data or regulatory requests for state expansion.
• Contribute to special projects improving financial transparency and data readiness.

Skills

Financial reporting

Accounting controls

Insurance accounting

Data interpretation

Education

Bachelor’s degree in Accounting

Job description

Branch is a remote-first company that values transparent compensation and scalable finance operations. The Financial Reporting Lead will collaborate across Finance, Compliance, Legal, and Insurance to ensure accurate, audit-ready financial reporting and regulatory compliance.

The role supports leadership with performance insights as we scale our finance operations. Ideal candidates have 8+ years in property & casualty insurance finance, a BA in Accounting, and GAAP/statutory reporting exposure.