Senior Insurance Financial Reporting Lead

Branch Financial, LLC; Clifton (TX); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote-first

Stock options

Medical, vision, dental

Job summary

Branch Financial, LLC is seeking a Financial Reporting Manager who will ensure accurate, audit-ready financial reporting across the insurance finance function. You will collaborate with Finance, Compliance, Legal, and Insurance teams to support data reliability and regulatory alignment as Branch scales.

The role emphasizes preparing statutory statements, NAIC filings, and building internal controls, with a strong focus on data-driven, transparent reporting and process documentation.

Qualifications

• Bachelor’s degree in Accounting or related field with 8+ years of property & casualty insurance finance or accounting experience.
• Exposure to GAAP and statutory reporting.

Responsibilities

• 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 identify and define required controls and data availability for accurate financial reporting.
• Support 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 to support a growing audit function.

Skills

Strong working knowledge of financial"

Education

Bachelor’s degree in Accounting or related field

Job description

Branch Financial, LLC is seeking a Financial Reporting Manager who will ensure accurate, audit-ready financial reporting across the insurance finance function. You will collaborate with Finance, Compliance, Legal, and Insurance teams to support data reliability and regulatory alignment as Branch scales.

The role emphasizes preparing statutory statements, NAIC filings, and building internal controls, with a strong focus on data-driven, transparent reporting and process documentation.