Remote Insurance Statutory Reporting Lead

Branch Financial, LLC; Orangeburg (SC); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote-first with home setup

Monthly internet stipend

Stock options

Columbus headquarters

Office space in Columbia, MO

Job summary

Branch Financial, LLC invites an experienced Insurance Financial Reporting Manager to lead statutory reporting and the annual NAIC filings. You will collaborate across Finance, Compliance, Legal and Insurance teams, driving accuracy, controls, and audit readiness as Branch scales its finance operations.

You will own the annual statement end-to-end, coordinate schedules with accounting, actuarial and reinsurance, and lead the statutory audit with cross-functional teams.

Qualifications

• Strong working knowledge of statutory financial reporting, controls, and insurance accounting.
• Ability to interpret financial outcomes and translate data into actionable reporting.
• Experience with holding company structures and consolidation up to a parent is a plus.
• Salary is above market; Branch uses data-driven pay equity and transparency.
• Remote-first environment with optional office presence in multiple locations.

Responsibilities

• Direct the preparation and delivery of statutory financial statements, quarterly and annual NAIC filings, RBC analysis, and forecasting tools.
• Own the annual statutory statement end to end, including schedules and coordination with accounting, actuarial and reinsurance.
• Lead the annual statutory audit, including PBC list management and inter-department coordination.
• Analyze month-over-month changes in financial outcomes and provide clear leadership reporting.
• Document and maintain financial processes to support efficient reporting; collaborate with Data Office on controls and data availability.
• Develop audit-ready documentation for key financial processes and controls; support state expansion reporting.

Skills

Statutory reporting

Insurance accounting

Financial analysis

Cross-functional collaboration

Audit coordination

Education

Bachelor's degree in Accounting or related field

Tools

NAIC filings

Job description

Branch Financial, LLC invites an experienced Insurance Financial Reporting Manager to lead statutory reporting and the annual NAIC filings. You will collaborate across Finance, Compliance, Legal and Insurance teams, driving accuracy, controls, and audit readiness as Branch scales its finance operations.

You will own the annual statement end-to-end, coordinate schedules with accounting, actuarial and reinsurance, and lead the statutory audit with cross-functional teams.