Senior Insurance Finance & Reporting Lead

Openkrill; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote-first (with perks)

401k and matching

Medical, vision, dental

Stock options

Job summary

Branch is seeking a Financial Reporting Lead to strengthen accuracy and clarity in our insurance financial reporting. You’ll collaborate across Finance, Compliance, Legal, and Insurance to ensure data reliability and audit readiness as we scale.

You’ll document processes, analyze month-over-month changes, and help deliver NAIC filings, RBC analysis, and related controls. This role emphasizes internal control development and cross-functional coordination for growth.

Qualifications

• Bachelor’s degree in Accounting or related field; CPA a plus.
• 8+ years of experience in property & casualty insurance finance or accounting, preferably with exposure to GAAP and statutory reporting.
• Strong working knowledge of financial reporting, controls, and insurance accounting.
• Proficiency in interpreting financial outcomes and turning data into actionable reporting.
• Comfortable working cross-functionally in a fast-paced, collaborative environment.
• Strong communication skills and a desire to contribute to team growth and shared knowledge.

Responsibilities

• Assist in documenting and maintaining financial processes to support efficient and accurate reporting.
• Analyze month-over-month changes in financial outcomes and provide clear reporting to enable leadership understanding, with support from actuarial and reinsurance teams.
• 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.
• Direct the preparation and delivery of Statutory financial statements, including quarterly and annual NAIC filings, RBC analysis, and NAIC RBC forecasting tools.
• 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

Strong communication

Cross-functional collaboration

Data interpretation

Financial reporting

Education

Bachelor’s degree in Accounting or related field

CPA a plus

Job description

Branch is seeking a Financial Reporting Lead to strengthen accuracy and clarity in our insurance financial reporting. You’ll collaborate across Finance, Compliance, Legal, and Insurance to ensure data reliability and audit readiness as we scale.

You’ll document processes, analyze month-over-month changes, and help deliver NAIC filings, RBC analysis, and related controls. This role emphasizes internal control development and cross-functional coordination for growth.