VP, Finance - 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. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois. Once a year, the entire company gathers for “BranchFest”.

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.

About the Role

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. Together, these teams give leaders across Branch the numbers and insight they need to make good decisions across all of our departments.

This is a senior leadership role. 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.

Key Responsibilities

• 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 process architecture, inputs, and timelines, with final approval from the CFO.
• Oversee forecasting, budget tracking, and variance analysis across all departments, including claims, production, and underwriting, clearly explaining performance drivers.
• Present financial results, forecasts, and recommendations to executive leadership, providing input that shapes company strategy and major investments.
• Lead strategic finance initiatives, including business cases, unit economics, growth and pricing analysis, and scenario planning.
• Oversee business insights, setting standards for reporting, metrics, and data quality so leaders work from a single source of truth.
• Create and roll out company-wide planning and budgeting practices, enabling department leaders to manage their own budgets.
• Identify emerging trends and risks in market results, recommending course corrections early.
• Partner closely with Accounting, Actuarial, Product, Sales, Claims, and Data leadership to connect financial models to daily operations.
• Manage a team of 10 and develop managers and their teams through coaching, hiring, and performance management.
• Improve planning and reporting infrastructure to scale alongside business growth.
• Prepare board materials, investor presentations, and shareholder reporting alongside the CFO.
• Provide oversight for regulatory, statutory, and compliance financial reporting required for operating entities.
• Partner with the CFO and executive leadership on fundraising efforts.

Skills, Knowledge, and Expertise

• 12+ years of experience in FP&A, strategic finance, or related finance roles, including 5+ years managing managers.
• Proven track record owning planning and forecasting for a property & casualty insurance or insurtech business, or other highly regulated environments.
• Experience in a fast-growing startup, with a demonstrated ability to lead change management at scale.
• Deep knowledge of financial modeling, budgeting, forecasting, and unit economics.
• Strong understanding of insurance financial metrics, including loss ratios, expense ratios, and combined ratios.
• Experience leading or collaborating closely with business intelligence and data teams.
• Ability to translate complex quantitative data into clear, compelling executive-level narratives.
• Advanced skills in Google Sheets, modern financial planning platforms, and BI tools.
• Bachelor's degree in finance, accounting, economics, or a related field (MBA is a plus).
• Experience supporting board-level financial reporting, investor relations, and capital and treasury management.