FP&A and Financial Modeling Lead

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 has a preference for candidates in Ohio, but 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 FP&A and Financial Modeling Lead 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. This role covers both in-depth financial modeling as well as typical FP&A responsibilities such as managing budgets and producing and analysing key reporting materials meant to go to investors and others.

Scope of Responsibility

• Develop and maintain corporate financial model, update monthly results, and modify forecast assumptions and inputs for multi-year forecasting using advanced financial modeling, scenario planning, and data analysis skills.  

• Proficiency with 3 Statement Financial Forecasting (Income Statement, Balance Sheet and Cash Flow Statements).

• Develop an in-depth understanding of key business drivers and communicate how these drivers impact the financial performance and inputs into the corporate operating model.

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

• Assist in coordinating and consolidating 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.

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

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

• Maintain open and effective communication with team members and stakeholders, ensuring timely updates and prompt responses to inquiries..

Typical Qualifications

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

• 5-7 years of experience in financial planning and analysis or a similar role in a P&C insurance context

• 2 years of experience conducting financial modeling in the fields of reinsurance, insurance, or investment banking.

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

• Strong understanding of financial statements, preferably GAAP and statutory accounting.

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

• STAT and GAAP accounting expertise.

• 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.

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