Senior Accountant & AI Specialist

About the role

Branch is looking for a senior accountant who wants to change how the work gets done. The role involves core accounting tasks such as month-end close, reconciliations, investment accounting, state compliance filings, and reporting. Additionally, 20 to 30% of the role focuses on identifying and automating recurring work using AI tools.

Key Responsibilities

• 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.
• Identify, design, and implement improvements across close, reporting, compliance, and investment workflows using AI tools.
• 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 team's AI work aligned with Branch's enterprise AI direction, standards, and governance.

Skills, Knowledge, and Expertise

• 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.
• The ability to teach what you build, including the documentation and handoff that let someone else run the process.
• An 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.
• The ability to make decisions with incomplete information.
• Excellent analytical skills.
• A proven track record of managing multiple projects and prioritizing work.
• The ability to work independently and handle ambiguity.
• You will be handed outcomes rather than instructions.
• A strong written and oral communication skills.
• An instinct for identifying opportunities and creating data-supported solutions.

Why join us at Branch?

• Above-market salary - Branch is a data-driven company, so we do the math on salaries, too.
• 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 To Expect

In light of recent hiring scams across the United States, here’s what the process will look like with Branch (so you know it’s us): Please apply to open positions directly through our site. If you don’t see it here, then it shouldn’t exist on another job board. If you’re ever unsure about the legitimacy of a Branch job posting found on another site, please check the listings here to verify. If you're 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 @ourbranch.com 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 individual’s 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.