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Insurance Financial Reporting Manager

Branch Financial, LLC· Accounting
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Remote$91.4k - $130.5kFull-timePosted 1w ago

About the role

Senior individual contributor responsible for Branch’s statutory financial reporting, including NAIC filings, annual statement, and statutory audit coordination. Works cross-functionally to ensure data reliability, audit readiness, and regulatory compliance as the company scales.

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.

Qualifications

  • 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.

Skills

Required:Statutory financial reportingStatutory audit coordinationData controls and data availabilityCross-functional collaboration
Nice to have:GAAP knowledge

Benefits

  • Above-market salary - Branch is a data-driven company, offering compensation above market.
  • Pay equity and transparency - equitable pay driven by experience and performance.
  • Remote-first (with perks) - work-from-home setup covered; optional office presence in Columbus.
  • Flexible YouTime - $1000 toward next vacation after first year.
  • Employee stock options - full-time employees receive stock options.
  • Medical, vision, dental - comprehensive health coverage.
  • 401k and contribution matching - retirement plan with company matching.
Last updated Oct 14, 2026. Interested? Apply on the company site.
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About Branch Financial, LLC

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