Finance Analyst

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 finishwe 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 were doing insurance the way it was meant to be.

But we didnt just create the insurance weve always wanted we also created the company weve 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 is open to candidates located in AL AK AZ AR CO DE FL GA ID IL IN IA KS KY LA ME MD MI MN MS MO NE NV NH NM NY NC ND OH OK PA RI SC SD TN TX UT VA WV WI and WY unless the role is specific to a location. 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.

The Finance Analyst owns the recurring financial reporting for Branchs claims organization. This is the person who takes claims data from raw inputs all the way to a finished accurate on-time report every month and every quarter and then makes that reporting better over time.

You will own a monthly report and a larger quarterly report on claims performance: efficiency metrics expense components and the revenue streams tied to claims. You will work across the claims accounting actuarial and data analytics teams to gather what you need and you will be the person who can explain what the numbers say about how claims is running.

This is a build-and-own your first 90 days you will learn the metrics and the data. By 90 days you will run the recurring reporting process semi-independently with your manager reviewing and guiding rather than driving. Past that you will take on open-ended analytics and improve the reporting itself.

This is not a run-the-template role. It is for someone who wants to own a deliverable get the details right and keep improving it.

Reporting and Ownership

• Own monthly and quarterly reporting on claims performance including efficiency metrics expense components and revenue streams such as TPA fees recoveries subrogation and salvage.

• Take reporting from raw data to finished deliverable on time accurately and with the right stakeholders pulled in when data is missing.

• Identify anomalies in the data and chase them down before they reach the report.

Analysis and Improvement

• Conduct detailed analysis of expense components and revenue-generating activities to support accurate timely financial reporting.

• Identify trends and patterns in claims data to support decision-making and process improvement.

• Assist in developing financial models and tools that improve claims analysis and forecasting.

• Run continuous improvement on the recurring deliverables including automating manual steps so errors do not recur.

Collaboration

• Work closely with the claims accounting actuarial and data analytics teams to gather data on cycle time processing efficiency and other KPIs.

• Present complex information clearly to both technical and non-technical stakeholders.

• Stay informed on industry practices and regulatory changes that affect reporting.

• 2 to 4 years as a financial analyst data analyst or in a similar role. General analytical experience. Insurance experience is not required.

• A track record of owning a recurring reporting process end to end. You have taken a monthly or quarterly deliverable from raw data to finished report met the deadlines and managed expectations. You can walk through exactly what you built and what you owned.

• Proficiency in Excel and SQL. You can construct and manipulate tables build a model and navigate data without hand-holding. Familiarity with data visualization tools is a plus.

• A detail-oriented mindset. The reporting is large and easy to get wrong and accuracy is the job.

• Ownership and initiative. You move work forward proactively and take responsibility for the quality of what you ship.

• Strong problem-solving. You can take an open-ended data or business question and reason through it working independently and navigating ambiguity.

• Clear communication. You can present a finding in a few sentences a non-analyst will understand and you work well across cross-functional teams.

• Bachelors degree in Finance Accounting Economics Statistics or another quantitative field. An advanced degree or professional certification is a plus.

• Insurance experience with a focus on claims finance is a plus. A strong analyst from banking another financial institution or a different industry is welcome if you bring curiosity and a willingness to learn the domain.

Why join us at Branch

Were all about getting back to getting each others back - that means Branchers too. So we provide benefits that let you work and live to your fullest.

• Above-market salary - Branch is a data-driven company so we do the math on salaries too. If you get an offer from Branch you can expect compensation that hits above the mark.

• Pay equity and transparency - Our pay isnt just market-driven its equitable. We let experience and performance drive your success never your gender race orientation or beliefs.

• Remote-first (with perks) - Work from where youre most comfortable. Well take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if youd like to join us in an office.

• Flexible YouTime - We dont just let you control your own time off. We actually encourage you to use it. After your first year at Branch well give you $1000 toward your next vacation.

• Employee stock options - Youre not just an employee. If youre full-time youre also a part-owner. Youll have stock options so you can invest in the company youre helping to grow.

• Medical vision dental - Get all the coverage you need for a healthy happy life.

• 401k and contribution matching - Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.

What to expect

In light of recent hiring scams across the United States heres what the process will look like with Branch (so you know its us):

• Please apply to open positions directly through our site. If you dont see it here then it shouldnt exist on another job board. If youre ever unsure about the legitimacy of a Branch job posting found on another site please check the listings here to verify.

• If youre selected to move onto the next phase of the hiring process a member of our Branch talent team will reach out to you directly from the email domain @ to guide you through our process.

• The process will include a number of interviews which will all happen either over the phone or on video calls.

• We will never ask for personal payment or require you to purchase equipment during our interview process. Always be sure to protect your personal information.

Use of AI in Our Hiring Process

We use artificial intelligence to support our recruiters and hiring managers. AI helps us analyze applications and surface signals against the roles requirements.

AI does not make hiring decisions every hiring decision is made by a person.

By submitting your application you acknowledge that AI tools may be used to support the review of your materials. To request an alternative review process or a reasonable accommodation contact

Equal Employment Opportunity Employer

At Branch we are deeply committed to community. Branch is an Equal Employment Opportunity employer. All qualified applicants and/or employees will receive consideration for employment without regard to the individuals age race color religion or creed national origin or ancestry sex (including pregnancy) sexual orientation gender gender identity physical or mental disability veteran status genetic information ethnicity citizenship or any other characteristic protected by law.

Required Experience:

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