Responsible for all aspects of accounting, including accounts payable, accounts receivable, billing, general ledger entries, bank reconciliation, credit card expense report reconciliation, cash applications, collections, and payroll.
Lead the development and publishing of Branch financial reports, and subsidiary entities including GAAP reporting, Statutory reporting, and Investor Reporting.
Provide strategic financial guidance to the executive team, aligning financial objectives with business strategy.
Identify opportunities for cost savings and revenue enhancement.
Develop and implement financial policies, procedures, and best practices to ensure efficient and accurate financial operations.
Prepare and present timely and accurate financial reports, including income statements, balance sheets, cash flow statements, and other financial performance metrics to regulators, dept of insurance, BOD, investors, and executive team.
Main point of contact for accounting vendors including: statutory accountants, external bookkeeping services, external tax accountants, and financial statement auditors.
Develop and oversee cross-departmental relationships to provide excellent support to the entire business as Branch continues to experience fast-paced growth.
Continuously evaluate and enhance accounting processes and systems to improve efficiency, accuracy, and productivity.
Oversee a growing team of analysts and managers who manage accounting and finance operations within bookkeeping, controllership, AP/AR processing, expense processing and financial reporting.
Implement best practices and automation where applicable.

Requirements

Bachelor's degree in Accounting, Finance, or a related field required. CPA required.
5-8 years in accounting leadership roles within the P & C insurance industry required.
Proficiency in financial software, Netsuite, and ERP systems required.
Strong knowledge of accounting principles, financial regulations, and compliance standards.
Comfortable operating in a startup environment with a strong sense of ownership and accountability.
Excellent leadership and team management skills.
Exceptional analytical and problem-solving abilities.
Excellent communication skills, with the ability to articulate financial insights to both technical and non-technical stakeholders.
Detail-oriented mindset, with a commitment to accuracy and precision in financial analysis and reporting.

Benefits

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 isn't just market-driven, it's equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
Remote-first (with perks) - Work from where you're most comfortable. We'll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if you'd like to join us in an office.
Flexible YouTime - We don't just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we'll give you $1000 toward your next vacation.
Employee stock options - You're not just an employee. If you're full-time, you're also a part-owner. You'll have stock options so you can invest in the company you're 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

accounts payableaccounts receivablebillinggeneral ledgerbank reconciliationfinancial reportingGAAP reportingfinancial analysiscost savingsrevenue enhancement

Soft Skills

leadershipteam managementanalytical skillsproblem-solvingcommunicationdetail-orientedstrategic guidancecross-departmental collaborationownershipaccountability

Certifications

Bachelor's degree in AccountingBachelor's degree in FinanceCPA