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Branch

Using tech and the power of community to reinvent home and auto insurance as a force for good.

Senior Finance Specialist – Business Insights

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 501-1,000Since 2017H1B SponsorCompany SiteLinkedIn

Location

Arizona + 17 moreAll locations: Arizona, Florida, Illinois, Iowa, Kansas, Kentucky, Nevada, North Carolina, Ohio, Maryland, Michigan, Missouri, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Wisconsin

Posted

1 day ago

Salary

$79.1K - $113K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglishSQLTableau

Job Description

• 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

Job Requirements

  • 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

Benefits

  • 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.

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