VP, Finance

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 Role

Branch is seeking a Vice President, Finance to lead how we plan for, measure, and understand the financial health of our business. Reporting to the Chief Financial Officer, you will lead three teams: financial planning and analysis, product finance, and business insights. Together, these teams give leaders across Branch the numbers and insight they need to make good decisions across all of our departments.

This is a senior leadership role. You will run the company's planning process from start to finish, own our long-term financial model, and be a trusted partner to the CFO, the executive team, and the leaders of the organization. You will turn company strategy into clear financial plans, bring a strong point of view on where we should invest, and build a team of managers who can grow with the company.

Key Responsibilities

- Set the direction for the FP&A, product finance, and business insights teams, and make sure their work fits together and supports company goals.

- Run the company's annual plan and long-range financial model from start to finish, including how the process works, what goes into it, and the timeline, with final approval from the CFO.

- Oversee forecasting, budget tracking, and variance analysis across all departments, including claims, production, and underwriting, and explain clearly what is driving results and what needs attention.

- Present financial results, forecasts, and recommendations to the executive and leadership teams, and give input that shapes company strategy and major investment decisions.

- Lead strategic finance work, including business cases, unit economics, growth and pricing analysis, and scenario planning for key decisions.

- Oversee business insights, setting standards for reporting, metrics, and data quality so leaders across the company work from one trusted set of numbers.

- Create and roll out company-wide planning and budgeting practices, including how department leaders own and manage their budgets.

- Spot trends and risks in our results and in the market that could affect our plans, and recommend changes early.

- Partner closely with Accounting, Actuarial, Product, Sales, Claims, and Data leaders to connect financial plans to how the business actually runs.

- Manage a team of 10 and develop managers and their teams, including hiring, performance, coaching, and building future leaders.

- Improve planning and reporting tools and processes so the teams can scale as Branch grows.

- Prepare board materials, investor presentations, and shareholder reporting in collaboration with the CFO.

- Provide oversight for regulatory, statutory, and compliance financial reporting required for operating entities with the support of the Accounting Department.

- Partner with the CFO and executive leadership in fundraising efforts.

Skills, Knowledge, and Expertise

- 12+ years of experience in FP&A, strategic finance, or related finance roles, including 5+ years leading managers.

- Experience in a startup or fast-growing organization, with the ability to lead change management as the business grows and scales.

- Proven track record owning planning and forecasting for a business in property & casualty insurance, insurtech, or other highly regulated environments.

- Deep knowledge of financial modeling, budgeting, forecasting, and unit economics.

- Experience leading or working closely with a business intelligence or data team, and a clear understanding of how good data and reporting lead to better decisions.

- Ability to turn complex numbers into a clear story and clear recommendations for executives.

- Strong judgment and the ability to influence senior leaders, including holding a firm position with clear reasoning when final decisions sit with others.

- Experience building, coaching, and growing teams of managers.

- Comfortable working through ambiguity in a fast-growing company.

- Advanced skills in Google Sheets, financial planning tools, and BI or reporting tools.

- Bachelor's degree in finance, accounting, economics, or a related field. MBA a plus.

- Strong understanding of insurance financial metrics, including loss ratios, expense ratios, and combined ratios.

- Experience supporting board-level financial reporting, investor relations, and capital and treasury management.

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.