Teams at Branch Insurance

Leads FP&A, product finance, and business insights teams; owns annual planning, forecasting, long-range financial modeling, budgeting, variance analysis, and strategic finance. Partners with executives and cross-functional leaders on investment decisions, unit economics, reporting, fundraising, and regulatory financial oversight. Manages and develops a team of 10, improves planning systems and processes, and prepares board, investor, and shareholder materials.

Own the end-to-end statutory financial reporting process for a property and casualty insurer, including quarterly and annual NAIC filings, RBC analysis and forecasting. Analyze financial outcomes, maintain reporting processes, develop internal control testing frameworks, support audits and reconciliations, and collaborate with Finance, Compliance, Legal, Insurance, actuarial, reinsurance, and Data teams on regulatory and reporting needs.

Leads insurance financial reporting, including statutory statements, quarterly and annual NAIC filings, RBC analysis, and forecasting. Maintains financial processes, controls, audit-ready documentation, cash reconciliation procedures, and internal control testing. Analyzes financial results and collaborates with Finance, Compliance, Legal, Insurance, actuarial, reinsurance, and Data Office teams to support accurate reporting, regulatory compliance, state expansion, and improved financial transparency.