Finance Operations Manager

Heffernan Insurance Brokers•Walnut Creek, CA

17h

About The Position

The Finance Operations Manager is responsible for day-to-day management and execution of assigned Finance Operations functions across HNIB. In a fast-paced, high-growth environment with significant M&A activity, the Manager owns core Finance Operations workstreams, complex operational issues, agency integrations, and process improvements. The role requires hands-on management, strong problem-solving and general ledger knowledge, and excellent communication. The Manager is accountable for accurate and timely execution of assigned processes, independently resolving issues, and collaborating with Operations and Agency Principals to integrate and streamline acquired agencies while maintaining financial integrity. The Manager oversees Finance Operations activities across Direct Bill, Cash Receipts, Payables, and related banking functions; coaches and develops team leads and members; and drives operational workflow improvements, standardization, documentation, audit compliance, and scalable processes. The role coordinates system and process changes across Accounting, IT, Operations, and Finance leadership, and serves as the primary Finance Operations liaison to Operations for assigned M&A integrations. The position applies general ledger knowledge to ensure operational activity is accurately reflected in financial reporting, resolves discrepancies between operational subledgers and the general ledger, monitors cash positions across HNIB and its subsidiaries, and coordinates approved cash movements. The Manager also owns year-end procedures and Finance Operations audit deliverables, communicates proactively across teams, and models the organization’s values of communication, respect, integrity, accountability, community impact, and valuing differences.

Requirements

Bachelor’s degree required, preferably in Finance, Accounting, or a related business discipline.
5–7 years of experience in finance, accounting, or financial operations.
1–3 years of supervisory or management experience.
Strong general ledger knowledge.
Strong problem-solving skills.
Strong written and verbal communication skills.

Nice To Haves

Experience with M&A integrations.
Experience with multi-entity operations.
Experience in the insurance industry.

Responsibilities

Manage assigned day-to-day Finance Operations activities across Direct Bill, Cash Receipts, Payables, and related banking functions, ensuring timely and accurate execution.
Coach and develop Finance Operations leads and team members, maintaining engagement and motivation while fostering growth, accountability, and operational knowledge.
Own complex operational issues in assigned areas, investigate them through resolution, and escalate significant risks or decisions as appropriate.
Foster collaboration, clear accountability, and follow-through while balancing consistent procedures with evolving business needs.
Oversee and improve operational workflows for accuracy, timeliness, audit compliance, and scalability.
Coordinate system and process changes affecting assigned Finance Operations activities with Accounting, IT, Operations, and Finance leadership.
Maintain current process documentation and ensure procedures are followed as processes evolve.
Drive standardization and efficiency across acquired agencies and operational teams by identifying gaps and implementing practical solutions.
Serve as the primary Finance Operations liaison to Operations for assigned M&A integrations; transition newly acquired agencies into standardized workflows and coordinate implementation with Accounting and agency teams.
Own year-end procedures and Finance Operations audit deliverables, ensuring timely completion and resolution of outstanding issues.
Ensure assigned Finance Operations activity is accurately reflected in financial reporting using strong general ledger knowledge.
Investigate and resolve discrepancies between operational subledgers and the general ledger in coordination with Accounting counterparts.
Resolve accounting and reconciliation issues arising from operational transactions and guide team members on their financial impact.
Monitor daily cash positions across HNIB and subsidiaries, identify funding or liquidity needs, and communicate and act on exceptions promptly.
Coordinate approved movement and sweeping of excess subsidiary cash, ensuring transactions are accurate, timely, and properly recorded.
Identify, investigate, and communicate operational issues affecting cash timing, reconciliations, or financial reporting, and drive corrective action.
Communicate clearly, directly, and proactively with agency leaders, Operations, Accounting, and other cross-functional teams, following through on issues and commitments.
Model the finance team’s values and promote a culture of excellence, integrity, and accountability.