Manager, Financial Planning & Analysis

Overview

Heffernan Insurance Brokers is seeking a Manager of Financial Planning & Analysis to join our growing Finance team. This role is ideal for a strong analytical leader who enjoys building scalable processes and operating in a fast‑paced, growth‑oriented environment where adaptability and personal ownership are critical to success.

• Budgeting & Forecasting:
  • Lead the annual budget cycle, ensuring deliverables are executive‑ready and completed within established timelines.
  • Ensure accuracy, completeness, and consistency across branch and consolidated budgets.
  • Analyze variances and identify key drivers impacting financial performance.
  • Partner with business stakeholders to develop realistic, data‑driven financial plans.
  • Prepare monthly financial reporting packages for executive leadership.
  • Develop clear, actionable business insights and executive‑ready presentations.
  • Build and maintain dashboards and reporting tools to support decision‑making.
  • Support incentive compensation modeling and performance analysis.
  • Conduct variance analysis and respond to internal and external audit data requests.
  • Ensure compliance with GAAP, internal controls, and Finance policies.
  • Proactively identify risks or gaps in data and resolve them prior to executive review.
• Business Partnership:
  • Serve as a trusted finance partner to branch managers and operational leaders.
  • Collaborate cross‑functionally with Accounting, HR, and other departments.
  • Support special projects, scenario modeling, and ad‑hoc analysis as needed.
  • Participate in finance leadership discussions and contribute to strategic initiatives.
• Process Improvement:
  • Leverage Workday and other systems to streamline reporting and improve data integrity.
  • Document and standardize financial processes.
  • Identify opportunities to enhance efficiency and scalability.
  • Support ongoing system enhancements and reporting improvements.
• Financial Reporting & Analysis:
  • Prepare monthly financial reporting packages for executive leadership.
  • Develop clear, actionable business insights and executive‑ready presentations.
  • Build and maintain dashboards and reporting tools to support decision‑making.
  • Support incentive compensation modeling and performance analysis.
  • Conduct variance analysis and respond to internal and external audit data requests.
  • Ensure compliance with GAAP, internal controls, and Finance policies.
  • Proactively identify risks or gaps in data and resolve them prior to executive review.

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Minimum 5 years of experience in FP&A, corporate finance or related analytical roles.
• Strong financial modeling and analytical skills.
• Advanced Excel proficiency; experience with financial systems (Workday preferred).
• Experience preparing executive‑level reporting materials.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast‑paced environment.
• Strong attention to detail and ability to meet tight deadlines.
• Demonstrated ability to take full ownership of deliverables and operate with minimal supervision.
• Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits).

The base salary range for this position is $ to $. The offer will depend on the geographic region, job‑related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details are available at

• 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…