VP, Finance & FP&A Strategy — Remote + Stock Options

Branch Financial, LLC; Charlotte (NC); Remote; USD 200,000 - 320,000; Full time

Benefits offered by this job

Remote-first

YouTime flexibility

Stock options

Healthcare benefits

Retirement contributions

Job summary

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.

Responsibilities

• 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.

Skills

Planning & forecasting

Financial modeling

Unit economics

BI collaboration

People leadership

Google Sheets

BI tools

Investor relations

Education

Bachelor's degree

MBA preferred

Tools

Financial planning tools

Job description

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.