Finance Analyst

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 Finance Analyst plays a key role in supporting the Finance team through data analysis, reporting, and dashboard development focused on the Mutuals insurance portfolio. Reporting to the Finance Manager, this role collaborates closely with cross-functional teams to analyze exposure, production, profitability, and loss metrics and provide insights that support data-driven decision-making. The individual contributor should possess strong analytical, communication, and technical skills to effectively support the team’s reporting and analysis needs.

Key Responsibilities

• Support the Finance team in analyzing the performance and profitability of the Mutuals insurance portfolio through data analysis, reporting, and dashboard development.

• Develop and maintain dashboards and reporting tools using data visualization software to monitor exposure, production, profitability, and loss metrics across the business.

• Assist in the preparation and delivery of accurate and timely recurring reports that provide insights into portfolio performance and operational trends.

• Analyze insurance data to identify patterns, trends, and drivers impacting business performance, and communicate insights to support data-driven decision making.

• Conduct ad-hoc analysis and investigative reporting to support business initiatives, answer key performance questions, and provide insights to leadership.

• Collaborate with cross-functional teams including the finance, product, and data teams to gather relevant data and ensure consistent and reliable reporting.

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, accounting, or a related field.

• 1-3 years of experience in financial analysis, data analytics, or a similar role.

• Strong analytical skills and proficiency in financial analysis tools, such as Excel and data visualization software, for monthly and quarterly reporting.

• Basic knowledge of SQL for querying and analyzing data is a plus.

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

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

• Ability to work collaboratively in cross-functional teams and establish strong working relationships to meet monthly and quarterly reporting deadlines.

• Self motivating with a proven track record of prioritizing work and managing multiple projects, in addition to daily workload.

• Ability to work independently and manage ambiguity.

• Strong oral and written communication skills.

• 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 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.