Senior Statutory Insurance Reporting Lead

Branch Financial, LLC; Philadelphia (Philadelphia County); Remote; USD 140,000 - 190,000; Full time

Benefits offered by this job

Remote-first with home office support

Stock options

Medical, vision, dental

Job summary

Branch Financial, LLC is seeking an Insurance Financial Reporting Lead to own statutory financial reporting, including NAIC filings and RBC analysis, across the quarterly and annual cycle. You will collaborate with Finance, Compliance, Legal, and Insurance teams to ensure data reliability, audit readiness, and regulatory alignment.

You will also lead the statutory audit, manage PBC lists, and drive internal controls and documentation to support transparent, scalable reporting as the company

Qualifications

• Bachelor’s degree in Accounting or related field; CPA a plus.
• 8+ years of experience in property & casualty insurance finance or accounting, with statutory reporting at the core of that experience.
• Ownership of quarterly and annual statutory statement filings, with hands-on experience across every part of the annual statement.
• Ability to read Schedule P across years of development and explain what it shows.
• Experience leading or coordinating a statutory audit, including the PBC process.
• Strong working knowledge of statutory financial reporting, controls, and insurance accounting.

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, coordinating with accounting, actuarial and reinsurance teams.
• Prepare other statutory returns Branch files beyond the annual statement.
• 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.
• Participate in the monthly close.
• Document and maintain financial processes to support efficient and accurate reporting.
• Develop an internal control testing framework to support a growing audit function.

Skills

Statutory reporting

Cross-functional collaboration

GAAP knowledge

Data interpretation

Communication

Education

Bachelor’s degree in Accounting or related field

CPA a plus

Job description

Branch Financial, LLC is seeking an Insurance Financial Reporting Lead to own statutory financial reporting, including NAIC filings and RBC analysis, across the quarterly and annual cycle. You will collaborate with Finance, Compliance, Legal, and Insurance teams to ensure data reliability, audit readiness, and regulatory alignment.

You will also lead the statutory audit, manage PBC lists, and drive internal controls and documentation to support transparent, scalable reporting as the company