Financial Operations Manager

• 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.

Your Experience.

Required

• 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

Preferred

• 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

Work Environment.

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
• This position will be a hybrid office/remote work environment. All computer equipment necessary for the role will be provided to the employee
• This role requires 5% travel, Hybrid 3 days in office. The noise level is low to moderate depending on staff levels in the office and, when working remotely, noise level will be dependent on the employee’s chosen work location

Physical Demands.

• While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear; sit for extended periods of time; use hands to finger, handle, or feel and reach with hands and arms
• The employee must occasionally lift and/or move up to 15 pounds
• Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.