Financial Operations Manager

Key Responsibilities 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. Identify opportunities to optimize commission processing workflows, reduce errors, and improve turnaround times. Maintain and utilize systems like Applied Epic (or equivalent) 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. 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. Required Experience 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 Experience Insurance accounting or commission experience (strong plus). Experience with insurance and accounting software, including one or more of: Applied Epic, AMS360, Workday, NetSuite, Atlassian Jira, Zendesk. Proficiency in Microsoft Excel for data analysis and reporting. Work Environment Hybrid office/remote work environment; 3 days in office, 5% travel required. All necessary computer equipment will be provided. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level is low to moderate depending on office and remote work location. Physical Demands Frequent standing, walking, talking, hearing, and sitting for extended periods; use of hands to handle tasks. Occasional lifting or moving of up to 15 pounds. Specific vision abilities required include close, distance, color, peripheral, depth perception, and focus adjustment. Base Salary Range $97,600 - $122,000 EEO Statement We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Disability Statement We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. If you require reasonable accommodations to participate in the application process, please contact our HR department at View email address on click.appcast.io. #J-18808-Ljbffr PEAK6