Insurance Financial Reporting Lead

Branch Financial, LLC•Columbus, OH

1d•$91,350 - $130,500•Remote

About The Position

As a Financial Reporting Lead, you’ll play a key role in supporting the accuracy, clarity, and consistency of our insurance financial reporting processes. You will collaborate across the Finance, Compliance, Legal and Insurance teams to help 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.

Requirements

Bachelor’s degree in Accounting or related field; CPA a plus.
8+ years of experience in property & casualty insurance finance or accounting, preferably with exposure to GAAP and statutory reporting.
Strong working knowledge of financial reporting, controls, and insurance accounting.
Proficiency in interpreting financial outcomes and turning data into actionable reporting.
Comfortable working cross-functionally in a fast-paced, collaborative environment.
Strong communication skills and a desire to contribute to team growth and shared knowledge.

Responsibilities

Assist in documenting and maintaining financial processes to support efficient and accurate reporting.
Analyze month-over-month changes in financial outcomes and provide clear reporting to enable leadership understanding, with support from actuarial and reinsurance teams.
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.
Direct the preparation and delivery of Statutory financial statements, including quarterly and annual NAIC filings, RBC analysis, and NAIC RBC forecasting tools.
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.