Senior Insurance Financial Reporting Lead (Remote)

Branch Financial, LLC; Tennessee; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote-first with home setup and 1x10"

Stock options

Columbus headquarters presence

Flexible YouTime

Medical, vision, dental

Job summary

Branch Financial, LLC is seeking an Insurance Financial Reporting Manager to own Branch’s statutory financial reporting, including NAIC filings, RBC analysis, and the statutory audit process. You will collaborate with Finance, Compliance, Legal, and Insurance teams to ensure data reliability and audit readiness while supporting regulatory and leadership needs.

The role requires a Bachelor’s degree in Accounting or related field and 8+ years of experience in property & casualty insurance finance

Qualifications

• Bachelor’s degree in Accounting or related field; 8+ years of experience in property & casualty insurance finance or accounting with statutory reporting at the core.
• Experience leading or coordinating a statutory audit, including the PBC process.
• Strong working knowledge of statutory financial reporting, controls, and insurance accounting.
• Experience with a holding company structure and consolidation up to a parent is a plus.

Responsibilities

• Direct the preparation and delivery of statutory financial statements, including quarterly and annual NAIC filings, RBC analysis, and NAIC RBC forecasting tools.
• Own the annual statement end to end, including the statement pages and Schedules B, D, F and P, coordinating each schedule with the accounting, actuarial and reinsurance teams.
• Lead the annual statutory audit, including owning the PBC list and coordinating information from other departments.
• Analyze month-over-month changes in financial outcomes and provide clear reporting to enable leadership understanding with support from actuarial and reinsurance teams.
• 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.

Skills

Statutory reporting

Audit coordination

Data interpretation

Cross-team collaboration

Education

Bachelor's degree in Accounting or related field

Job description

Branch Financial, LLC is seeking an Insurance Financial Reporting Manager to own Branch’s statutory financial reporting, including NAIC filings, RBC analysis, and the statutory audit process. You will collaborate with Finance, Compliance, Legal, and Insurance teams to ensure data reliability and audit readiness while supporting regulatory and leadership needs.

The role requires a Bachelor’s degree in Accounting or related field and 8+ years of experience in property & casualty insurance finance