About Branch

Branch is on a mission to make insurance more accessible, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be.

But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself.

Branch has a preference for candidates in Ohio, but is open to candidates located in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI. 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.

Branch is remote first, with most Branchers choosing to work from home. Our headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers.

About the Role

As 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.

3-5 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.