Senior Specialist, FP&A Financial Modeling

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 actively prioritizing candidates located in OH but remains open to hiring qualified individuals from a wide range of states, including AL, AZ, CT, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NC, ND, 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 Senior Specialist, FP&A, and Capital Management role

The Senior Specialist, FP&A and Capital Management plays a crucial role in supporting the FP&A team lead in executing various financial planning and analysis activities. Reporting to the team lead, this role collaborates closely with cross-functional teams and provides valuable insights to drive informed decision-making. The individual contributor should possess strong collaboration, communication, and technical skills to contribute effectively to the FP&A function.

Key Responsibilities

• Contribute to FP&A team work in executing financial planning and analysis activities, including budgeting, forecasting, and financial modeling.

• Collaborate with cross-functional teams to gather relevant financial data and insights for accurate analysis and reporting.

• Prepare and analyze financial reports, highlighting key findings, trends, and areas of improvement.

• Support the development and maintenance of financial models, tools, and templates to enhance budgeting, forecasting, and scenario planning processes.

• Participate in the preparation of financial presentations and reports for internal stakeholders, including senior management and department heads.

• Conduct variance analysis and assist in identifying areas for cost optimization and process improvement.

• Assist in the coordination and consolidation of financial data from multiple sources to support accurate and timely reporting.

• Collaborate with accounting and finance teams to ensure accurate and consistent financial data and reporting.

• Stay updated on industry trends, best practices, and emerging technologies relevant to financial planning and analysis.

• Maintain clear and effective communication with team members and stakeholders, providing timely updates and addressing inquiries.

Skills, Knowledge, and Expertise

• Bachelor's degree in finance, accounting, or a related field.

• 5-7 years of experience in financial planning and analysis or a similar role.

• 2 years of experience with reinsurance and/or capital management required.

• Strong understanding of financial principles, budgeting, forecasting, and financial modeling techniques.

• Familiarity and understanding of financial statements, preferably statutory accounting.

• Mastery in MS Excel and financial planning software. Familiarity with data visualization tools is a plus.

• Excellent analytical and problem-solving skills, with attention to detail.

• Effective communication skills, both written and verbal, with the ability to present financial information clearly and concisely.

• Collaborative mindset, with the ability to work effectively in cross-functional teams.

• Self-motivated and proactive, with the ability to prioritize tasks and meet deadlines.

• Strong organizational skills and ability to handle multiple responsibilities simultaneously.

• Knowledge of accounting principles and financial systems required.

• Expertise in insurance statutory accounting principles.

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 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.