Finance Operations Manager

Heffernan Insurance Brokers

. Manage day-to-day Finance Operations activities across Direct Bill, Cash Receipts, Payables, and related banking functions .

Posted 11/3/2026full-timeWalnut Creek • California • United StatesMid-LevelSenior💰 $85,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Finance Operations management, including general ledger knowledge, operational workflow improvement, and M&A integrations. Strong communication and problem-solving skills are essential for effective collaboration with cross-functional teams and agency leaders.

Highest-signal resume keywords

Finance Operations ManagementGeneral Ledger KnowledgeM&A IntegrationsProblem-Solving SkillsWritten And Verbal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingOperational Workflow ImprovementAudit ComplianceCash ManagementReconciliationDiscrepancy ResolutionProcess DocumentationMulti-Entity OperationsSupervisory ExperienceAccounting

Soft Skills

CoachingTeam DevelopmentProactive CommunicationIntegrityAccountability

Certifications & Qualifications

Bachelor’s Degree In FinanceBachelor’s Degree In Accounting

Industry Keywords

FinanceAccountingFinancial OperationsM&AInsurance Industry

About the role

Key responsibilities & impact

Manage day-to-day Finance Operations activities across Direct Bill, Cash Receipts, Payables, and related banking functions
Coach and develop FinOps leads and team members
Own complex operational issues, investigate them through resolution, and escalate significant risks or decisions
Oversee and improve operational workflows for accuracy, timeliness, audit compliance, and scalability
Coordinate system and process changes with Accounting, IT, Operations, and Finance leadership
Maintain current process documentation and ensure procedures are followed
Drive standardization and efficiency across acquired agencies and operational teams
Lead Finance Operations activities for assigned M&A integrations, including transitioning acquired agencies into standardized workflows
Own year-end procedures and audit deliverables
Apply general ledger knowledge to support accurate financial reporting
Investigate and resolve discrepancies between operational subledgers and the general ledger
Resolve accounting and reconciliation issues and guide team members on financial impact
Monitor daily cash positions, identify funding or liquidity needs, and act on exceptions
Coordinate approved movement and sweeping of excess subsidiary cash
Identify and communicate operational issues affecting cash timing, reconciliations, or financial reporting
Promote a culture of excellence, integrity, and accountability
Communicate proactively with agency leaders, Operations, Accounting, and cross-functional teams

Requirements

What you’ll need

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