Columbus, Ohio , United States Remote (Country) $79.1K – $113K

Branch Financial, LLC is hiring a Senior Finance Specialist, Business Insights

About the Role

This position is responsible for analyzing financial data to generate strategic insights that guide organizational performance and planning. The specialist will work closely with leadership to interpret trends, forecast outcomes, and communicate findings effectively.

Responsibilities

  • Analyze financial performance metrics across business units
  • Develop and maintain forecasting models and scenario analyses
  • Identify trends and variances in financial data
  • Prepare executive-level reports and dashboards
  • Support budgeting and planning cycles with data-driven insights
  • Collaborate with department leaders to understand financial goals
  • Translate complex financial information into clear summaries
  • Evaluate the financial impact of operational initiatives
  • Monitor key performance indicators and report on progress
  • Conduct ad hoc financial analyses as needed
  • Ensure data accuracy and integrity in reporting systems
  • Optimize financial processes using automation tools
  • Align financial insights with strategic business objectives
  • Assist in the development of long-term financial strategies
  • Participate in cross-functional projects involving finance
  • Maintain documentation for financial models and assumptions
  • Improve reporting efficiency through system enhancements
  • Track revenue, costs, and profitability by segment
  • Provide analytical support during audits or reviews
  • Stay current with industry trends affecting financial performance

Nice to Have

  • Master’s degree in finance, business, or analytics
  • Certification such as CPA, CFA, or CMA
  • Experience in fintech or financial services
  • Advanced skills in SQL or Python
  • Familiarity with cloud-based data platforms
  • Experience with machine learning applications in finance
  • Background in regulatory financial reporting
  • International finance or multi-currency experience
  • Prior work in startup or high-growth environment

Compensation

Competitive salary and benefits package

Work Arrangement

Hybrid work model with flexible scheduling

Team

Collaborative finance and analytics team environment

Why This Role Matters

  • The insights generated directly influence executive decisions and strategic direction.
  • This role bridges finance and operations to drive measurable business outcomes.
  • You will help shape how financial data is used across the organization.

Growth Opportunities

  • Opportunities to lead analytics initiatives across departments.
  • Pathway to senior finance leadership roles.
  • Access to professional development and training programs.

Available for qualified candidates

About company
Branch Financial, LLC
Branch innovates using data, tech, and automation to make insurance more accessible and simplify the insurance process from start to finish, passing savings to members.
All jobs at Branch Financial, LLC Visit website
Job Details
Department Finance
Category other
Posted 2 months ago