Senior Finance Analyst

ABOUT BRANCH

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 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 has a preference for candidates in Ohio, but is open to candidates located in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI. 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.

About the Senior Claims Finance Analyst

The Senior Finance Analyst plays a crucial role on the Branch Finance team, focusing on reporting and analytics for the claims organization. This position is responsible for monthly and quarterly reporting duties, providing valuable insights into the efficiency metrics and financial performance of the claims department. This role collaborates closely with the claims team to gather data, conduct analysis, and contribute to data-driven decision-making processes.

Key Responsibilities

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

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

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

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

• Assist in developing financial models and tools to enhance claims analysis and forecasting capabilities.

• Stay informed on industry best practices and regulatory changes to continuously improve reporting processes.

Skills, Knowledge, and Expertise

• Bachelor’s degree in Finance, Accounting, Economics, Statistics, or another quantitative field. Advanced degree or professional certification are a plus.

• 2-4 years of experience in financial analysis, data analytics, or a similar role.

• Experience in the insurance industry with a focus on claims finance or related functions are a plus.

• Proficiency in Excel, SQL, and data visualization tools for financial analysis and reporting.

• Understanding of P&L reporting, including expense analysis, revenue analysis, and profitability assessment.

• Detail-oriented mindset with a commitment to accuracy in reporting and analysis for monthly and quarterly reporting deliverables.

• Excellent communication skills, with the ability to present complex information to both technical and non-technical stakeholders.

• Ability to work collaboratively in cross-functional teams and establish strong working relationships.

• Self-motivated with the ability to manage multiple priorities and meet monthly and quarterly reporting timelines.

• Strong analytical skills with the ability to work independently and navigate ambiguity.

• Instinctually identify opportunities and create data-supported solutions.

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 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.

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 http://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.