Manager, Financial Planning & Analysis

Heffernan•Walnut Creek, CA

15h•$130,000 - $170,000

About The Position

Heffernan Insurance Brokers is seeking a Manager of Financial Planning & Analysis to join our growing Finance team. This role is ideal for a strong analytical leader who enjoys building scalable processes and operating in a fast-paced, growth-oriented environment where adaptability and personal ownership are critical to success. The Manager of FP&A will play a key role in leading the company’s budgeting, forecasting, and financial reporting processes while partnering closely with operational teams. This position offers meaningful exposure to senior leaders and the opportunity to help shape the evolution of the Finance function. We are looking for someone who brings strong financial acumen, intellectual curiosity, and a hands-on ownership-driven approach to problem solving in a collaborative environment with the ability to independently drive work to completion and operate confidently in executive-facing settings.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field.
Minimum 5 years of experience in FP&A, corporate finance or related analytical roles.
Strong financial modeling and analytical skills.
Advanced Excel proficiency; experience with financial systems (Workday preferred).
Experience preparing executive-level reporting materials.
Excellent written and verbal communication skills.
Ability to manage multiple priorities in a fast-paced environment.
Strong attention to detail and ability to meet tight deadlines.
Demonstrated ability to take full ownership of deliverables and operate with minimal supervision.
Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits).

Responsibilities

Budgeting & Forecasting: Lead the annual budget cycle, ensuring deliverables are executive-ready and completed within established timelines.
Ensure accuracy, completeness, and consistency across branch and consolidated budgets.
Analyze variances and identify key drivers impacting financial performance.
Partner with business stakeholders to develop realistic, data-driven financial plans.
Financial Reporting & Analysis: Prepare monthly financial reporting packages for executive leadership.
Develop clear, actionable business insights and executive-ready presentations.
Build and maintain dashboards and reporting tools to support decision-making.
Support incentive compensation modeling and performance analysis.
Conduct variance analysis and respond to internal and external audit data requests.
Ensure compliance with GAAP, internal controls, and Finance policies.
Proactively identify risks or gaps in data and resolve them prior to executive review.
Business Partnership: Serve as a trusted finance partner to branch managers and operational leaders.
Collaborate cross-functionally with Accounting, HR, and other departments.
Support special projects, scenario modeling, and ad hoc analysis as needed.
Participate in finance leadership discussions and contribute to strategic initiatives.
Process Improvement: Leverage Workday and other systems to streamline reporting and improve data integrity.
Document and standardize financial processes.
Identify opportunities to enhance efficiency and scalability.
Support ongoing system enhancements and reporting improvements.