Financial Operations Analyst

Branch is on a mission to make insurance less expensive, 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 is open to candidates located in AL, AZ, CT, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS. MO, NE, NV, NJ, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, and WI. 

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. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers

About the role

The Financial Operations Analyst reports to the Financial Operations Manager. This person supports financial processes and reporting needs related to the month-end close, cash application, accounts receivable, statistical reporting, and billing operations.

We’re building a technology-first and data-driven digital finance organization while eliminating traditional structural inefficiencies. We are in need of a financial operations professional who will be a player in scaling complex processes to enable operational efficiency. The ideal candidate will also be tech-savvy with the ability to utilize data warehouses and different systems.

Key Responsibilities

• Support cash application process, while maintaining external vendor relationships.

• Support and perform accurate, timely financial close with accelerating deadlines.

• Develop internal controls related to accounting processes to improve efficiency and optimization.

• Incorporate automation efficiencies within the accounting department.

• Upkeep cross-department alignment within the organization around cash application, billing operations, and refund process.

• Bring an energetic and ever-learning attitude, open to gaining experience in various financial processes.

• Be a key player in the quality assurance and data ticketing process within the accounting department.

Skills, Knowledge, and Expertise

• Bachelor's degree in finance, accounting, economics, or a related field with an analytical focus.

• Excellent analytical skills and attention to detail.

• Creative, out-of-the-box thinker who refuses to accept the status quo.

• Ability to “Call the Play” with imperfect information.

• Ability to work independently and manage ambiguity.

• Strong oral and written communication skills.

• Instinctually identify opportunities and create data-supported solutions.

• Good understanding of technology and its relation to the treasury process. This includes familiarity with protocols to securely transmit data, building no-code workflows, and data creation and reporting.

Why join us at Branch? 

We’re all about getting back to getting each other’s 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 isn’t just above market, 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 and Chicago hub 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. We’ll also contribute $150 per month to a health savings account (HSA), administered by Branch.

• 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, here’s what the process will look like with Branch (so you know it’s us):

• Please apply to open positions directly through our site. If you don’t see it here, then it shouldn’t exist on another job board. If you’re ever unsure about the legitimacy of a Branch  job posting found on another site, please check the listings here to verify.

• If you're 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 @ourbranch.com 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.

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 individual’s 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.