Senior Finance Specialist, Business Insights

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 role

The Business Insights Senior Finance Specialist uses data and analytics to drive profitable policy and premium growth at Branch. Partnering closely with the Distribution, Marketing, Underwriting, and Product teams, this role uncovers trends, evaluates performance, identifies growth opportunities, and supports strategic initiatives. The ideal candidate combines strong analytical skills with business acumen and clear communication to turn complex data into actionable recommendations.

Key Responsibilities

• Analyze sales and policy performance across key dimensions including distribution channels, agent performance, and customer segments

• Perform deep-dive analysis to evaluate the impact of strategic initiatives, distribution changes, and market conditions

• Develop and maintain forecasting and performance models to support planning and strategic initiatives

• Develop scalable reports and dashboards to monitor key performance indicators (KPIs)

• Translate complex data into clear recommendations that influence strategy and drive results

• Stay informed on emerging analytics techniques, tools, and industry best practices

Skills, Knowledge, and Expertise

[Please reference career phasing portal for skills, knowledge, and expertise. If changes are needed please consult with your HRBP to adjust framework skills.]

• Bachelor’s degree in Finance, Economics, Statistics, Data Science, or another quantitative field. Master's degree or professional certification (e.g., CFA, CPA) preferred

• 5+ years of experience in business analytics, financial analysis, or business intelligence, preferably within insurance or financial services

• Strong analytical and quantitative skills with experience working with large datasets, identifying key business drivers, and translating analysis into actionable insights and recommendations

• Proficiency in SQL, advanced Excel, and Google Sheets for data analysis

• Experience using business intelligence and visualization tools (e.g., Sigma, Tableau, Power BI) to build scalable reports and dashboards for stakeholders

• Experience developing forecasting models, performing trend and performance analysis, and supporting business planning or strategic initiatives through data-driven analysis

• Excellent communication and collaboration skills, with the ability to present complex findings clearly, influence cross-functional stakeholders, and manage multiple priorities

• Strong problem-solving skills and attention to detail, with a commitment to delivering high-quality work in a fast-paced environment

• Ability to work both independently and collaboratively in a cross-functional team setting

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.