Senior Accountant & AI Specialist

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 finishwe 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 were doing insurance the way it was meant to be.

But we didnt just create the insurance weve always wanted we also created the company weve 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.

Branch is looking for a senior accountant who wants to change how the work gets done. Roughly 70 to 80 percent of this role is core accounting: month-end close reconciliations investment accounting state compliance filings and the reporting that goes with them. The remaining 20 to 30 percent is finding the recurring work that should not be manual anymore and rebuilding it with AI.

We are building a technology-first and data-driven finance organization while eliminating traditional structural inefficiencies. This role sits at the center of that. You will pair a foundation in accounting with hands-on AI experience to identify design and implement improvements across close reporting compliance and investment workflows and you will do it in a way that keeps GAAP statutory and regulatory requirements fully intact.

Building the automation is half the deliverable. The other half is teaching it. When you rebuild a process you hand it to the person who runs it every month so they can own it without you. That is how the whole team gets faster not just your corner of it.

You will work alongside a team of accountants supporting an expanding set of insurance programs each of which arrives with its own way of doing things. Making them consistent is part of the job and the work grows as the programs do. The ideal candidate is not afraid to roll their sleeves up to ensure we are achieving the industrys best outcomes all while making sure we are delivering on our promise to our members.

Branch is remote first. If you are near our Concordia Missouri office you are welcome to work hybrid from there. Fully remote is equally welcome.

Core Accounting

• Own month-end close reconciliations and recurring reporting delivered on deadline.

• Own investment accounting: journal entries investment schedules and the reconciliations behind them.

• Prepare and support state compliance filings including the forecasts and calculations that feed them.

• Support the accounting for new insurance programs as they come onto the platform standardizing how each one is handled rather than inheriting how each one was done before.

• Maintain compliance with GAAP statutory and regulatory requirements including internal controls and documentation.

AI and Automation

• Identify recurring accounting work that should not be manual and rebuild it using AI tools.

• Map current-state processes prototype AI-enabled alternatives and lead the implementation.

• Hand off every automation you build to the person who runs the process with the documentation and training they need to own it without you.

• Evaluate and pilot AI tools for the accounting and finance team and train team members to use them effectively.

• Ensure AI-enabled processes hold up under GAAP statutory and regulatory requirements with appropriate internal controls documentation and human review.

• Apply AI to investment-related accounting and reporting workflows to improve data quality analysis and turnaround time.

• Keep the accounting teams AI work aligned with Branchs enterprise AI direction standards and governance.

• 5 years of corporate accounting experience with month-end close reconciliations and compliance reporting owned independently.

• Investment accounting experience or clear evidence that you can pick it up quickly.

• A four-year degree in Accounting Finance or a related field.

• Hands-on experience applying AI to real work. Whether that came from a previous role formal training or a certification or teaching yourself matters less than having built something. You should be able to walk someone through what you built in enough detail that they could do it themselves.

• A track record of automating your own work. You found something repetitive removed it and can say what it saved.

• The ability to teach what you build including the documentation and handoff that let someone else run the process.

• Excellent understanding of AI tools and concepts and the ability to apply them to real processes.

• A proactive and creative thinker who challenges the status quo.

• Ability to make decisions with incomplete information.

• Excellent analytical skills.

• Proven track record of managing multiple projects and prioritizing work.

• Ability to work independently and handle ambiguity. You will be handed outcomes rather than instructions.

• Strong written and oral communication skills.

• An instinct for identifying opportunities and creating data-supported solutions.

• Insurance or statutory accounting experience is a plus not a requirement.

Why join us at Branch

Were all about getting back to getting each others 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 isnt just market-driven its equitable. We let experience and performance drive your success never your gender race orientation or beliefs.

• Remote-first (with perks) - Work from where youre most comfortable. Well take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if youd like to join us in an office.

• Flexible YouTime - We dont just let you control your own time off. We actually encourage you to use it. After your first year at Branch well give you $1000 toward your next vacation.

• Employee stock options - Youre not just an employee. If youre full-time youre also a part-owner. Youll have stock options so you can invest in the company youre 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 heres what the process will look like with Branch (so you know its us):

• Please apply to open positions directly through our site. If you dont see it here then it shouldnt exist on another job board. If youre ever unsure about the legitimacy of a Branch job posting found on another site please check the listings here to verify.

• If youre 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 @ 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 individuals 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.

Accommodations
Branch provides reasonable accommodations to qualified individuals with disabilities throughout the hiring process and in the role. To request one contact .

Required Experience:

Senior IC