Remote Insurance Statutory Reporting Manager

Branch Financial, LLC

South Carolina

Remote

USD 120,000 - 180,000

Full time

5 days ago
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Benefits offered by this job

Remote-first (with perks)
Stock options
Monthly internet stipend
Office Columbus HQ

Job summary

Branch Financial, LLC is seeking an Insurance Financial Reporting Manager to own statutory financial reporting from NAIC filings to the statutory audit. You will collaborate across Finance, Compliance, Legal and Insurance teams to ensure accurate, audit-ready data as Branch scales.

Responsibilities include leading the annual statement process, coordinating with actuarial and reinsurance, and developing internal controls and documentation for efficient reporting.

Qualifications

  • Bachelor’s degree in Accounting.
  • 8+ years of experience in property & casualty insurance finance or accounting, with statutory reporting at the core.

Responsibilities

  • Direct the preparation and delivery of statutory financial statements, including quarterly and annual NAIC filings.
  • Own the annual statement end to end, including the statement pages and Schedules B, D, F and P.
  • 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.
  • Document and maintain financial processes to support efficient and accurate reporting.
  • Work with the Data Office to identify 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 to support a growing audit function.
  • 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 improve financial transparency, data readiness, or compliance across the organization.

Skills

Statutory reporting
Financial analysis
Consolidation

Education

Bachelor's degree in Accounting

Job description

Branch Financial, LLC is seeking an Insurance Financial Reporting Manager to own statutory financial reporting from NAIC filings to the statutory audit. You will collaborate across Finance, Compliance, Legal and Insurance teams to ensure accurate, audit-ready data as Branch scales.

Responsibilities include leading the annual statement process, coordinating with actuarial and reinsurance, and developing internal controls and documentation for efficient reporting.

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