Insurance Financial Reporting Manager

The role

You will own statutory financial reporting, including quarterly and annual NAIC filings and the statutory audit. You will collaborate across Finance, Compliance, Legal, and Insurance teams to ensure data is reliable and aligned with regulations.

What you will do

• 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 statement pages and Schedules B, D, F and P.
• Prepare other statutory returns Branch files beyond the annual statement.
• Lead the annual statutory audit and coordinate the PBC list.
• Analyze month-over-month changes in financial outcomes.
• Participate in the monthly close.
• Document and maintain financial processes.
• Work with the Data Office to identify required controls and data availability.
• Support the development of audit-ready documentation.
• Develop an internal control testing framework.

Required qualifications

• Bachelor’s degree in Accounting or related field
• 3-5 years of experience in property & casualty insurance finance or accounting
• Statutory reporting at the core of experience
• Ownership of quarterly and annual statutory statement filings
• Hands-on experience across every part of the annual statement
• 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
• Currently authorized to work in the United States on a full-time basis

Nice to have

• CPA
• GAAP experience
• Experience with a holding company structure and consolidation up to a parent

Benefits

• Above-market salary
• Work from home set-up and monthly internet
• Flexible YouTime
• $1000 toward next vacation after first year
• Employee stock options
• Medical, vision, dental
• 401k and contribution matching

Before you apply

• 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

About the company

Branch is on a mission to make insurance more accessible using data, tech, and automation. They are a remote-first company with headquarters in Columbus, Ohio.