VP Finance Accounting Policy

Branch Financial, LLC

Charlotte (NC)

À distance

USD 200 000 - 320 000

Plein temps

Il y a 8 jours

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Avantages offerts par ce poste

Remote-first
YouTime flexibility
Stock options
Healthcare benefits
Retirement contributions

Résumé du poste

Branch Financial, LLC is hiring a Vice President of Finance to lead FP&A, product finance, and business insights, turning strategy into financial plans and owning the long-term model. You will partner with the CFO and executives to guide investments and build a leadership team of managers.

You will oversee forecasting, budgeting, and variance analysis across claims, production, underwriting, and other departments, driving clear, data-informed decisions that shape company strategy.

Qualifications

  • Proven track record owning planning and forecasting for a business in regulated environments.
  • Deep knowledge of financial modeling, budgeting, forecasting, and unit economics.
  • Experience with BI/data teams and data-driven decision making.
  • Experience building and growing teams of managers.
  • Proficiency in Google Sheets and financial planning/BI tools.
  • Bachelor's degree in finance, accounting, economics; MBA is a plus.
  • Strong understanding of insurance financial metrics (loss, expense, combined ratios).
  • Experience supporting board-level financial reporting and investor relations.

Responsabilités

  • Lead FP&A, product finance, and business insights teams.
  • Own long-range financial model and annual plan.
  • Oversee forecasting, budgeting, variance analysis across departments.
  • Present financial results and recommendations to executive teams.
  • Support CFO in fundraising efforts and strategic finance work.
  • Develop managers and teams, including hiring and coaching.
  • Prepare board materials and shareholder reporting.
  • Ensure regulatory and statutory financial reporting compliance.
  • Collaborate with Accounting, Actuarial, Product, Sales, Claims, and Data leaders.
  • Create company-wide planning and budgeting standards.
  • Identify trends and risks; adjust plans accordingly.

Connaissances

Planning & forecasting
Financial modeling
Unit economics
BI collaboration
People leadership
Google Sheets
BI tools
Investor relations

Formation

Bachelor's degree
MBA preferred

Outils

Financial planning tools

Description du poste

About Branch

Branch is on a mission to make insurance more accessible, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish - we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Basically, we're doing insurance the way it was meant to be.

But we didn't just create the insurance we've always wanted, we also created the company we've always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Branch is remote first, with most Branchers choosing to work from home. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois.

Branch is seeking a Vice President, Finance to lead how we plan for, measure, and understand the financial health of our business. Reporting to the Chief Financial Officer, you will lead three teams: financial planning and analysis, product finance, and business insights. You will run the company's planning process from start to finish, own our long-term financial model, and be a trusted partner to the CFO, the executive team, and the leaders of the organization. You will turn company strategy into clear financial plans, bring a strong point of view on where we should invest, and build a team of managers who can grow with the company.

Set the direction for the FP&A, product finance, and business insights teams, and make sure their work fits together and supports company goals.

Run the company's annual plan and long-range financial model from start to finish, including how the process works, what goes into it, and the timeline, with final approval from the CFO.

Oversee forecasting, budget tracking, and variance analysis across all departments, including claims, production, and underwriting, and explain clearly what is driving results and what needs attention.

Present financial results, forecasts, and recommendations to the executive and leadership teams, and give input that shapes company strategy and major investment decisions.

Lead strategic finance work, including business cases, unit economics, growth and pricing analysis, and scenario planning for key decisions.

Oversee business insights, setting standards for reporting, metrics, and data quality so leaders across the company work from one trusted set of numbers.

Create and roll out company-wide planning and budgeting practices, including how department leaders own and manage their budgets.

Spot trends and risks in our results and in the market that could affect our plans, and recommend changes early.

Partner closely with Accounting, Actuarial, Product, Sales, Claims, and Data leaders to connect financial plans to how the business actually runs.

Manage a team of 10 and develop managers and their teams, including hiring, performance, coaching, and building future leaders.

Prepare board materials, investor presentations, and shareholder reporting in collaboration with the CFO.

Provide oversight for regulatory, statutory, and compliance financial reporting required for operating entities with the support of the Accounting Department.

Partner with the CFO and executive leadership in fundraising efforts.

12+ years of experience in FP&A, strategic finance, or related finance roles, including 5+ years leading managers.

Above-market salary -

Branch is a data-driven company, so we do the math on salaries, too. Pay equity and transparency -

  • ~ Proven track record owning planning and forecasting for a business in property & casualty insurance, insurtech, or other highly regulated environments.
  • ~ Deep knowledge of financial modeling, budgeting, forecasting, and unit economics.
  • ~ Experience leading or working closely with a business intelligence or data team, and a clear understanding of how good data and reporting lead to better decisions.
  • ~ Experience building, coaching, and growing teams of managers.
  • ~ Advanced skills in Google Sheets, financial planning tools, and BI or reporting tools.
  • ~ Bachelor's degree in finance, accounting, economics, or a related field. MBA a plus.
  • ~ Strong understanding of insurance financial metrics, including loss ratios, expense ratios, and combined ratios.
  • ~ Experience supporting board-level financial reporting, investor relations, and capital and treasury management.
  • ~ Remote-first (with perks) -
  • ~ Flexible YouTime -
  • ~ Employee stock options -
  • ~ Medical, vision, dental -
  • ~Branch helps you get to retirement on time with a portion of your contributions matched each month.

Work from where you're most comfortable. We'll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if you'd like to join us in an office.

We don't just let you control your own time off.

You're not just an employee. If you're full-time, you're also a part-owner. You'll have stock options so you can invest in the company you're helping to grow.

Get all the coverage you need for a healthy, happy life.

At Branch, we are deeply committed to community. All qualified applicants and/or employees will receive consideration for employment without regard to the individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.

The process will include a number of interviews, which will all happen either over the phone or on video calls.

We will never ask for personal payment or require you to purchase equipment during our interview process. Always be sure to protect your personal information.

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