Remote Insurance Financial Reporting Lead | Stock Options

Branch Financial, LLC; Kentucky; Remote; USD 120,000 - 160,000; Full time

Benefits offered by this job

Remote-first work

Stock options

Health, vision, dental insurance

Employer 401(k) match

Job summary

Branch Financial, LLC is seeking a Financial Reporting Lead to ensure accurate, clear, and compliant insurance financial reporting. You will work with Finance, Compliance, Legal, and Insurance teams to keep data reliable and audit-ready as Branch scales.

You will document financial processes, support efficient reporting, and strengthen internal controls while partnering with actuarial and data teams to deliver high-quality statements and filings.

Qualifications

• Bachelor’s degree in Accounting or related field.
• 8+ years of experience in property & casualty insurance finance or accounting.
• Exposure to GAAP and statutory reporting.
• Strong working knowledge of financial reporting, controls, and insurance accounting.
• Ability to turn data into actionable reporting.

Responsibilities

• Analyze month-over-month changes in financial outcomes for leadership.
• Coordinate with Data Office for controls and data availability for reporting.
• Develop audit-ready documentation for key financial processes and controls.
• Prepare and deliver NAIC filings, RBC analysis, and related tools.
• Develop internal control testing framework for future audits.
• Review and document cash handling and reconciliation procedures.
• Collaborate with Insurance and Compliance on regulatory requests.
• Contribute to projects improving financial transparency and compliance.

Skills

Financial reporting

Data interpretation

Audit support

Leadership communication

Education

Bachelor’s degree in Accounting or related field

Tools

NAIC filings tools

RBC forecasting tools

Job description

Branch Financial, LLC is seeking a Financial Reporting Lead to ensure accurate, clear, and compliant insurance financial reporting. You will work with Finance, Compliance, Legal, and Insurance teams to keep data reliable and audit-ready as Branch scales.

You will document financial processes, support efficient reporting, and strengthen internal controls while partnering with actuarial and data teams to deliver high-quality statements and filings.