About the RoleAs Insurance Financial Reporting Manager, 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.
This is a senior individual contributor role with no direct reports.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 expectIn 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 [redacted].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.
