Insurance Financial Reporting Lead

Branch HQ · Remotefull time

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Remote

senior

H1B: no

BranchInsurance Insurance Financial Reporting Lead at BranchInsurance owns statutory financial reporting including quarterly and annual NAIC filings and statutory audit. This role coordinates with multiple teams to ensure reliable, audit-ready data aligned with industry regulations.

Responsibilities

As Insurance Financial Reporting Lead, 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.
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.