Insurance Financial Reporting Lead

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.

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. Find out for yourself.

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.

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”, a highlight of the year for many Branchers.

About the Role

As Insurance Financial Reporting Lead, you’ll own Branch’s statutory financial reporting, from the quarterly and annual NAIC filings through the statutory audit. You’ll bring every part of the annual statement together, and you’ll be the person who can explain what it shows.

You will collaborate across the Finance, Compliance, Legal and Insurance teams, and work closely with actuarial and reinsurance, to 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

• Direct the preparation and delivery of statutory financial statements, including quarterly and annual NAIC filings, RBC analysis, and NAIC RBC forecasting tools.

• Own the annual statement end to end, including the statement pages and Schedules B, D, F and P, coordinating each schedule with the accounting, actuarial and reinsurance teams.

• Prepare the other statutory returns Branch files beyond the annual statement.

• Lead the annual statutory audit, including owning the PBC list and coordinating the information needed from other departments.

• Analyze month-over-month changes in financial outcomes and provide clear reporting to enable leadership understanding, with support from actuarial and reinsurance teams.

• Participate in the monthly close.

• Document and maintain financial processes to support efficient and accurate reporting.

• 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.

• 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, with statutory reporting at the core of that experience. GAAP experience is a plus.

• Ownership of quarterly and annual statutory statement filings, with hands-on experience across every part of the annual statement.

• The ability to read Schedule P across years of development and explain what it shows.

• Experience leading or coordinating a statutory audit, including the PBC process.

• Strong working knowledge of statutory financial reporting, controls, and insurance accounting.

• Proficiency in interpreting financial outcomes and turning data into actionable reporting.

• Experience with a holding company structure and consolidation up to a parent is a plus.

• 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 at Branch?

We’re all about getting back to getting each other’s back - that means Branchers, too. So we provide benefits that let you work and live to your fullest.

• Above-market salary - Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.

• 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. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation.

• 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.

• 401k and contribution matching - Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.

What to expect

In light of recent hiring scams across the United States, here’s what the process will look like with Branch (so you know it’s us):

• Please apply to open positions directly through our site. If you don’t see it here, then it shouldn’t exist on another job board. If you’re ever unsure about the legitimacy of a Branch job posting found on another site, please check the listings here to verify.

• If you're selected to move onto the next phase of the hiring process, a member of our Branch talent team will reach out to you directly from the email domain @ourbranch.com to guide you through our process.

• The process will include a number of interviews, which will all happen either over the phone or on video calls.

• We will never ask for personal payment or require you to purchase equipment during our interview process. Always be sure to protect your personal information.

Equal Employment Opportunity Employer

At Branch, we are deeply committed to community. Branch is an Equal Employment Opportunity employer. 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.