Senior Insurance Financial Reporting Lead — Remote

Branch Financial, LLC; Butlerville (IN); Remote; USD 120,000 - 160,000; Full time

Benefits offered by this job

Remote-first

Stock options

Health, vision, dental

Retirement matching

Home internet stipend

Job summary

Branch Financial, LLC is seeking a Financial Reporting Lead to ensure accuracy and clarity of our insurance finance reporting. You will collaborate with Finance, Compliance, Legal and Insurance teams to keep data reliable, audit-ready, and aligned with regulatory standards.

You’ll document processes, direct statutory filings (NAIC quarterly/annual), develop internal controls, and support data requests related to expansion.

Qualifications

• Bachelor’s degree in Accounting or related field.
• 8+ years of experience in property & casualty insurance finance or accounting, with GAAP and statutory reporting exposure.
• Strong knowledge of financial reporting, controls, and insurance accounting.

Responsibilities

• Analyze month-over-month changes in financial outcomes and provide clear reporting for leadership.
• Collaborate with Data Office to define controls and data availability for accurate reporting.
• Develop audit-ready documentation for key financial processes and controls.
• Direct preparation and delivery of Statutory financial statements, including NAIC filings, RBC analysis, and RBC forecasting tools.
• Develop an internal control testing framework to support a growing audit function.
• Support review and documentation of cash handling processes and reconciliations.
• Collaborate with Insurance and Compliance teams on data or regulatory requests.
• Contribute to special projects improving financial transparency, data readiness, or regulatory compliance.

Skills

Financial reporting

GAAP knowledge

Internal controls

Cross-functional collaboration

Auditing support

Education

Bachelor's in Accounting

CPA preferred

Tools

Excel

NAIC filing tools

Job description

Branch Financial, LLC is seeking a Financial Reporting Lead to ensure accuracy and clarity of our insurance finance reporting. You will collaborate with Finance, Compliance, Legal and Insurance teams to keep data reliable, audit-ready, and aligned with regulatory standards.

You’ll document processes, direct statutory filings (NAIC quarterly/annual), develop internal controls, and support data requests related to expansion.