Senior Finance Specialist, Business Insights

Branch Financial, LLC • Columbus, OH

2d • Remote

About The Position

The Business Insights Senior Finance Specialist uses data and analytics to drive profitable policy and premium growth at Branch. Partnering closely with the Distribution, Marketing, Underwriting, and Product teams, this role uncovers trends, evaluates performance, identifies growth opportunities, and supports strategic initiatives. The ideal candidate combines strong analytical skills with business acumen and clear communication to turn complex data into actionable recommendations.

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

Responsibilities

• 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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level