Financial Operations Manager

Role Overview

• Lead the end to end commission process, ensuring accurate and timely reporting and payments to agents, employees, and insurance carriers.
• Partner with team members to oversee daily accounting functions including commission statement reconciliation, agency bill billing, cash and refund processing, trust accounting, and bank reconciliations.
• Supervise the financial operations team, managing daily task completion, performance, and professional development.
• Engage professionally with franchises and insurance carriers, utilizing platforms such as Atlassian Jira to manage help tickets and resolve issues.
• Demonstrate strong communication skills and confidence in addressing concerns with partners.
• Identify opportunities to optimize commission processing workflows, reduce errors, and improve turnaround times.
• Maintain and utilize systems like Applied Epic (or equivalent platforms) to track, audit, and report commission data effectively.
• Lead the month end close process for commission related accounts, ensuring timely reconciliation, accurate journal entries, and reporting to finance leadership.
• Collaborate cross-functionally with IT, Carrier Relations, and Legal teams on commission disputes, system enhancements, and process improvements, serving as the financial operations voice in cross-departmental initiatives.
• Own key operational KPIs including reconciliation and payment processing cycle times and response times to agent inquiries, with accountability for reporting on these metrics and driving continuous improvement.

Requirements

• 5+ years of experience in insurance, accounting, or data analysis, including at least 2 years in a supervisory or management role
• Strong leadership, problem-solving, organizational, and communication skills
• Ability to maintain confidentiality and use sound judgment in sensitive situations
• Willingness to implement change with a mindset for continuous process improvement
• Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience
• Insurance accounting or commissions experience (strong plus)
• Experience with insurance and accounting software, including one or more of the following: Applied Epic, AMS360, Workday, NetSuite, Atlassian Jira, Zendesk
• Proficiency in Microsoft Excel for data analysis and reporting

Benefits

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account
• Competitive Salaries
• 401K Match
• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
• Short and Long-Term Disability
• Employee Support Programs, Including Mental Health
• Tuition Reimbursement
• Matching Charitable Gift Program
• Lucrative Referral Program