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Remote$165.9k - $237kFull-timePosted 1w ago

About the role

Senior leadership role overseeing FP&A, product finance, and business insights to guide Branch's financial planning, forecasting, and strategic decision-making. Reports to the CFO and leads a team of 10 across three functions.

Responsibilities

  • Set the direction for the FP&A, product finance, and business insights teams, ensuring their work supports company goals.
  • Run the company's annual plan and long-range financial model from start to finish, including process design and CFO-approved final output.
  • Oversee forecasting, budget tracking, and variance analysis across all departments (claims, production, underwriting); explain drivers and action needed.
  • Present financial results, forecasts, and recommendations to executive teams; influence major investments and strategy.
  • Lead strategic finance work: business cases, unit economics, growth and pricing analysis, scenario planning.
  • Oversee business insights and standardize reporting, metrics, and data quality across the company.
  • Create and implement company-wide planning and budgeting practices; empower department owners to manage budgets.
  • Identify trends and risks affecting plans; recommend proactive changes.
  • Partner with Accounting, Actuarial, Product, Sales, Claims, and Data leaders to align financial plans with operations.
  • Manage a team of 10; hire, coach, and develop managers and future leaders.
  • Improve planning and reporting tools and processes to scale with growth.
  • Prepare board materials, investor presentations, and shareholder reporting with CFO guidance.
  • Provide oversight for regulatory, statutory, and compliance financial reporting with Accounting support.
  • Support fundraising efforts in collaboration with CFO and executive leadership.

Qualifications

  • 12+ years in FP&A, strategic finance, or related roles, including 5+ years leading managers.
  • Experience in a startup or fast-growing organization with change management.
  • Proven track record owning planning/forecasting for property & casualty insurance, insurtech, or similarly regulated environments.
  • Deep knowledge of financial modeling, budgeting, forecasting, and unit economics.
  • Experience leading or partnering with a BI/data team; strong data-driven decision making.
  • Ability to translate complex numbers into clear executive guidance.
  • Strong judgment and ability to influence senior leaders; capable of standing by reasoned positions.
  • Experience building and growing teams of managers.
  • Comfort with ambiguity in a fast-growing company.
  • Advanced skills in Google Sheets, financial planning tools, and BI/reporting tools.
  • Bachelor’s degree in finance, accounting, economics, or related field; MBA a plus.
  • Strong understanding of insurance metrics (loss ratios, expense ratios, combined ratios).
  • Experience supporting board-level financial reporting, investor relations, and capital/treasury management.

Skills

Required:FP&AStrategic financeLeadership / people management

Benefits

  • Above-market salary
  • Pay equity and transparency
  • Remote-first with monthly internet stipend and optional Columbus HQ access
  • Flexible YouTime with after-year vacation allowance of $1000
  • Employee stock options for full-time staff
  • Medical, vision, dental coverage
  • 401k with company matching
Last updated Oct 14, 2026. Interested? Apply on the company site.
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