Insurance Financial Reporting Lead - Branch Insurance

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. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be.

Branch is remote first, with most Branchers choosing to work from home. Our headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life.

Branch has a preference for candidates in Ohio, but is open to candidates located in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI. 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.

About the Role

As a Financial Reporting Lead, you’ll play a key role in supporting the accuracy, clarity, and consistency of our insurance financial reporting processes. You will collaborate across the Finance, Compliance, Legal and Insurance teams to help ensure data is reliable, audit-ready, and aligned with industry regulations. Your work will help Branch leadership understand performance outcomes and support the continued evolution of our finance operations as we scale.

Key Responsibilities

• Assist in documenting and maintaining financial processes to support efficient and accurate reporting.
• Analyze month-over-month changes in financial outcomes and provide clear reporting to enable leadership understanding, with support from actuarial and reinsurance teams.
• 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.
• Direct the preparation and delivery of Statutory financial statements, including quarterly and annual NAIC filings, RBC analysis, and NAIC RBC forecasting tools.
• 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 & Experience

• Bachelor’s degree in Accounting or related field; CPA a plus.
• 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 a desire to contribute to team growth and shared knowledge.

Why Join Us?

• Above-market salary: Branch is a data-driven company, so we do the math on salaries, too.
• Pay equity and transparency: Our pay is equitable, driven by experience and performance.
• 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.
• Flexible YouTime: We encourage you to use your time off. After your first year, we’ll give you $1000 toward your next vacation.
• Employee stock options: Full-time employees receive stock options to invest in the company's growth.
• Medical, vision, dental: Comprehensive coverage for a healthy life.
• 401k and contribution matching: Invest in your future with monthly contribution matching.