Statutory Insurance Finance Lead (Audit & Reporting)

Branch Financial, LLC; Columbus (OH); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote-first with home office setup

Health insurance

401k with employer match

Stock options

Job summary

Branch Financial, LLC is seeking an Insurance Financial Reporting Lead to own statutory financial reporting, NAIC filings, and annual statement processes. You’ll collaborate with Finance, Compliance, Legal, and Insurance teams to ensure data reliability and audit readiness.

You’ll lead the annual statement end-to-end, manage Schedules B, D, F and P, and support the statutory audit. This role suits someone with 8+ years in P&C insurance finance and strong accounting skills.

Qualifications

• Bachelor’s degree in Accounting or related field.
• 8+ years in property & casualty insurance finance or accounting with statutory reporting.
• Experience leading statutory audits and PBC processes.
• Strong ability to translate data into actionable reporting.

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.
• Prepare the other statutory returns Branch files beyond the annual statement.
• Lead the annual statutory audit, including owning the PBC list and coordinating the information needed 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.
• Participate in the monthly close.
• Document and maintain financial processes to support efficient and accurate reporting.
• 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.
• 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

Statutory reporting

GAAP knowledge

Audit coordination

Cross-functional collaboration

Communication skills

Education

Bachelor’s degree in Accounting

Job description

Branch Financial, LLC is seeking an Insurance Financial Reporting Lead to own statutory financial reporting, NAIC filings, and annual statement processes. You’ll collaborate with Finance, Compliance, Legal, and Insurance teams to ensure data reliability and audit readiness.

You’ll lead the annual statement end-to-end, manage Schedules B, D, F and P, and support the statutory audit. This role suits someone with 8+ years in P&C insurance finance and strong accounting skills.