Heffernan Insurance Brokers

Independent insurance brokerage with employee ownership

Finance Operations Manager

TreasuryUpdated on Nov 13

Full-timeWalnut Creek, CA, USA$85k - $95k /yrHybrid

About the Job

Requirements

A bachelor's degree is required; a degree in Finance, Accounting, or a related business discipline is preferred.
Five to seven years of experience in finance, accounting, or financial operations, including one to three years of supervisory or management experience.
Strong general ledger knowledge, problem-solving skills, and written and verbal communication skills.

Responsibilities

Manage assigned day-to-day Finance Operations activities across Direct Bill, Cash Receipts, Payables, and related banking functions, with accountability for timely and accurate execution.
Coach and develop FinOps leads and team members, keeping the team engaged and motivated while adjusting responsibilities to foster growth, accountability, and operational knowledge.
Take ownership of complex operational issues within assigned areas, drive investigations through resolution, and escalate significant risks or decisions as appropriate.
Foster a collaborative environment with clear accountability and follow-through, balancing consistent procedures with the evolving needs of the business.
Oversee and improve operational workflows, ensuring accuracy, timeliness, and audit compliance while adapting to shifting priorities and building scalable processes as the organization grows.
Coordinate directly with Accounting, IT, Operations, and Finance leadership to execute system and process changes impacting assigned Finance Operations activities.
Maintain clear, current process documentation for assigned Finance Operations functions and ensure procedures are followed as processes evolve.
Drive standardization and efficiency across acquired agencies and operational teams, identifying gaps and implementing practical solutions.
Serve as the primary Finance Operations liaison to Operations for assigned M&A integrations; own the transition of newly acquired agencies into standardized workflows, resolve integration issues, and coordinate with Accounting and agency teams through implementation.
Own year-end procedures and audit deliverables for Finance Operations, ensuring timely completion and resolution of outstanding issues.
Apply strong general ledger knowledge to ensure assigned Finance Operations activity is accurately reflected in financial reporting.
Own the investigation and resolution of discrepancies between operational subledgers and the general ledger, coordinating with Accounting counterparts as needed.
Resolve accounting and reconciliation issues arising from operational transactions and guide team members on their financial impact.
Monitor daily cash positions across HNIB and its subsidiaries, identify funding or liquidity needs, and promptly communicate and act on exceptions.
Coordinate approved movement and sweeping of excess subsidiary cash, ensuring transactions are accurate, timely, and properly recorded.
Proactively identify, investigate, and communicate operational issues affecting cash timing, reconciliations, or financial reporting; drive corrective action.
Communicate clearly, directly, and proactively with agency leaders, Operations, Accounting, and other cross-functional teams; own follow-through on issues and commitments.

Desired Qualifications

Experience with M&A integrations, multi-entity operations, or the insurance industry is a plus.

Job Summary:

The Finance Operations Manager is responsible for the day-to-day management and execution of assigned Finance Operations functions across HNIB. Operating in a fast-paced, high-growth environment with significant M&A activity, this role takes ownership of core FinOps workstreams, complex operational issues, agency integrations, and process improvements that support the organization’s continued growth.

The position requires hands-on management, strong problem-solving skills, knowledge of the general ledger, and excellent communication skills. The Manager is accountable for the accurate and timely execution of assigned processes, the independent resolution of issues, and close collaboration with Operations and Agency Principals to integrate and streamline newly acquired agencies while maintaining financial integrity.

Responsibilities include, but are not limited to:
Leadership and Team Development

Manage assigned day-to-day Finance Operations activities across Direct Bill, Cash Receipts, Payables, and related banking functions, with accountability for timely and accurate execution.
Coach and develop FinOps leads and team members, keeping the team engaged and motivated while adjusting responsibilities to foster growth, accountability, and operational knowledge.
Take ownership of complex operational issues within assigned areas, drive investigations through resolution, and escalate significant risks or decisions as appropriate.
Foster a collaborative environment with clear accountability and follow-through, balancing consistent procedures with the evolving needs of the business.

Operations, Process & Systems

Oversee and improve operational workflows, ensuring accuracy, timeliness, and audit compliance while adapting to shifting priorities and building scalable processes as the organization grows.
Coordinate directly with Accounting, IT, Operations, and Finance leadership to execute system and process changes impacting assigned Finance Operations activities.
Maintain clear, current process documentation for assigned Finance Operations functions and ensure procedures are followed as processes evolve.
Drive standardization and efficiency across acquired agencies and operational teams, identifying gaps and implementing practical solutions.
Serve as the primary Finance Operations liaison to Operations for assigned M&A integrations; own the transition of newly acquired agencies into standardized workflows, resolve integration issues, and coordinate with Accounting and agency teams through implementation.
Own year-end procedures and audit deliverables for Finance Operations, ensuring timely completion and resolution of outstanding issues.

General Ledger & Cash Management

Apply strong general ledger knowledge to ensure assigned Finance Operations activity is accurately reflected in financial reporting.
Own the investigation and resolution of discrepancies between operational subledgers and the general ledger, coordinating with Accounting counterparts as needed.
Resolve accounting and reconciliation issues arising from operational transactions and guide team members on their financial impact.
Monitor daily cash positions across HNIB and its subsidiaries, identify funding or liquidity needs, and promptly communicate and act on exceptions.
Coordinate approved movement and sweeping of excess subsidiary cash, ensuring transactions are accurate, timely, and properly recorded.
Proactively identify, investigate, and communicate operational issues affecting cash timing, reconciliations, or financial reporting; drive corrective action.

Team Player and Role Model:

Be a role model for the finance team, embodying the organization's values and promoting a culture of excellence, integrity, and accountability.
Communicate clearly, directly, and proactively with agency leaders, Operations, Accounting, and other cross-functional teams; own follow-through on issues and commitments.

Education

Bachelor’s degree required, preferably in Finance, Accounting, or a related business discipline.

Experience

5–7 years of experience in finance, accounting, or financial operations, including 1–3 years of supervisory or management experience.
Strong general ledger knowledge, problem-solving skills, and written and verbal communication skills.
Experience with M&A integrations, multi-entity operations, or the insurance industry is a plus.

About the Company

Heffernan Insurance Brokers

Independent insurance brokerage with employee ownership

Heffernan Insurance Brokers is a large independent U.S. insurance broker headquartered in Walnut Creek, California, offering business and personal insurance, employee benefits, and financial services. Its model centers on employee ownership, with staff having a stake in the firm to align interests and support long-term client relationships. Growth comes from steady organic expansion complemented by acquiring smaller, culturally aligned independent brokerages across the country, expanding geographic reach and deepening expertise in niches such as construction, nonprofits, and technology. By combining local market knowledge with scale and a focus on specific client segments, the goal is to be a leading nationwide independent broker with strong service and sustained, stable growth.

Company size: 501-1,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Walnut Creek, CA
Founded: 1988

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