VP Finance Accounting Policy

Branch Financial, LLC; South Dakota; Remote; USD 180,000 - 240,000; Full time

Benefits offered by this job

Remote-first

Office in Columbus (optional)

Stock options

Healthcare coverage

Retirement contributions match

Job summary

Branch Financial, LLC is seeking a Vice President of Finance to lead FP&A, product finance, and business insights. You will run the annual plan, long-range model, and partner with executives to translate strategy into financial plans.

Manage a 10-person team, oversee forecasting and budgeting, and drive data-driven decision making across departments. You will present results to the CFO and leadership, support fundraising, and ensure accurate regulatory and board reporting while contributing to

Qualifications

• 12+ years in FP&A or strategic finance with 5+ years leading managers.
• Proven track record owning planning and forecasting for a regulated business.
• Deep knowledge of financial modeling, budgeting, forecasting, and unit economics.
• Experience with data/BI teams and data-driven decision making.
• Experience building and growing teams of managers.
• Advanced skills in Google Sheets, FP tools, and BI/reporting tools.
• Bachelor's degree in finance, accounting, economics; MBA a plus.
• Strong understanding of insurance metrics like loss/expense/combined ratios.
• Experience supporting board-level reporting and investor relations.

Responsibilities

• Lead FP&A, product finance, and business insights teams; align with company goals.
• Own annual plan and long-range model; manage budgeting, forecasting, and variance analysis.
• Present results and recommendations to executive leadership; influence investments.
• Partner with Accounting, Actuarial, Product, Sales, Claims, and Data teams.
• Build and coach managers; develop future leaders and oversee regulatory reporting.
• Prepare board materials, investor presentations, and shareholder reporting.
• Support fundraising efforts with CFO and executive team.

Skills

FP&A Leadership

Financial Modeling

Budgeting

Forecasting

Team Management

Data & BI

Board Reporting

Strategic Finance

Education

Bachelor's in Finance

MBA a plus

Tools

Google Sheets

Financial Planning Tools

BI Tools

Job description

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.

Responsibilities and Requirements

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

Remuneration & Benefits

• Above-market salary - Branch is a data-driven company, so we do the math on salaries, too. Pay equity and transparency - Our pay isn’t just market-driven, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
• ~ Remote-first (with perks) - 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.
• ~ Flexible YouTime - We don’t just let you control your own time off. Employee stock options - 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.
• ~ Medical, vision, dental - Get all the coverage you need for a healthy, happy life.
• ~Branch helps you get to retirement on time with a portion of your contributions matched each month.

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.