Remote Insurance Financial Reporting Leader — Equity

Branch Financial, LLC; Nevada; Remote; USD 140,000 - 190,000; Full time

Benefits offered by this job

Remote-first

Employee stock options

Medical, vision, dental

Columbus HQ optional visit

Flexible YouTime

Job summary

Branch Financial, LLC is seeking an experienced Insurance Financial Reporting Manager to own statutory financial reporting, including quarterly and annual NAIC filings, RBC analyses, and the annual statement process. This role coordinates with accounting, actuarial, and reinsurance teams to ensure audit-ready, compliant reporting.

You will lead the annual statutory audit, manage PBC lists, and drive process improvements across finance operations to support growth and regulatory readiness.

Qualifications

• Strong working knowledge of statutory financial reporting, controls, and insurance accounting.
• Proficiency in interpreting financial outcomes and turning data into actionable reporting.
• Experience with a holding company structure and consolidation up to a parent is a plus.
• Above-market salary is offered; pay equity and transparency are emphasized.
• Remote-first environment with work-from-home setup and monthly internet stipend.

Responsibilities

• 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.
• 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.
• 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.

Skills

Insurance finance

Statutory reporting

Audit coordination

NAIC filings

Financial analysis

Education

Bachelor's degree in Accounting or related field

Job description

Branch Financial, LLC is seeking an experienced Insurance Financial Reporting Manager to own statutory financial reporting, including quarterly and annual NAIC filings, RBC analyses, and the annual statement process. This role coordinates with accounting, actuarial, and reinsurance teams to ensure audit-ready, compliant reporting.

You will lead the annual statutory audit, manage PBC lists, and drive process improvements across finance operations to support growth and regulatory readiness.