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Branch is an insurance technology company on a mission to make insurance more accessible through data, tech, and automation. The company has eliminated inaccurate quotes, created better bundling options, and reduced unnecessary costs in the traditional insurance process, passing savings to members.
As a Financial Reporting Lead, you will play a key role in supporting the accuracy, clarity, and consistency of Branch's insurance financial reporting processes. You will collaborate across Finance, Compliance, Legal, and Insurance teams to ensure data is reliable, audit-ready, and aligned with industry regulations. Your work will help Branch leadership understand performance outcomes and support the evolution of finance operations as the company scales.
Key responsibilities include:
- Documenting and maintaining financial processes to support efficient and accurate reporting
- Analyzing month-over-month changes in financial outcomes and providing clear reporting to leadership, with support from actuarial and reinsurance teams
- Working with the Data Office to identify and define required controls and data availability for accurate financial reporting
- Supporting development of audit-ready documentation for key financial processes and controls
- Directing preparation and delivery of Statutory financial statements, including quarterly and annual NAIC filings, RBC analysis, and NAIC RBC forecasting tools
- Developing an internal control testing framework that supports a growing audit function
- Supporting review and documentation of cash handling processes and reconciliation procedures
- Collaborating with Insurance and Compliance teams on data or regulatory requests related to state expansion
- Contributing to special projects that improve financial transparency, data readiness, or compliance
Branch is remote-first with headquarters in Columbus, Ohio, and additional office space in Missouri and Illinois. The company offers above-market salary, pay equity and transparency, flexible time off with vacation stipends after year one, employee stock options, comprehensive medical/vision/dental coverage, and 401(k) matching.
REQUIREMENTS:
- Bachelor's degree in Accounting or related field; CPA preferred
- 8+ years of experience in property & casualty insurance finance or accounting, preferably with exposure to GAAP and statutory reporting
- Strong working knowledge of financial reporting, controls, and insurance accounting
- Proficiency in interpreting financial outcomes and turning data into actionable reporting
- Comfortable working cross-functionally in a fast-paced, collaborative environment
- Strong communication skills and desire to contribute to team growth and shared knowledge
- Must be currently authorized to work in the United States on a full-time basis
- Preference for candidates in Ohio; open to candidates in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI
