Finance Operations Manager

Key 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.

• 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.

Skills, Knowledge and Expertise

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

• 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.

Why Choose Heffernan?

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.