Full-Time

Finance Operations Manager

Confirmed live in the last 24 hours

Zinnia

Zinnia

201-500 employees

Insurance technology for life products

Data & Analytics
Fintech

Mid, Senior

Topeka, KS, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Customer Service

You match the following Zinnia's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree in business related field required, bachelor’s degree in accounting or finance preferred
  • Three to five years of supervisory experience including conducting employee performance evaluations and development of direct report performance goals preferred
  • Three to five years of experience working with all aspects of general ledger from reconciliations through financial statements
  • Strong analytical skills with drive to streamline and create efficient processes
  • Experience to identify possible discrepancies of administrative systems and tax reporting with ability to propose and escalate solutions
  • Experience with general ledger account reconciliations and an ability to analyze and resolve discrepancies timely
  • Demonstrated knowledge of general ledger theories and understanding of information processing systems
  • Willingness to develop industry related knowledge
  • Good interpersonal/human relations and teamwork skills
  • Ability to work independently, make decisions and effectively communicate with all levels within Zinnia
  • Flexible team player; with ability to prioritize multiple tasks
Responsibilities
  • Effectively Handle Internal and External Communication
  • Encourage ongoing excellence, quality and customer service
  • Maintain a working knowledge of significant developments and industry trends
  • Lead, coach and develop team to ensure departmental goals are obtained
  • Directly responsible for supervising team associates and monitoring daily work related to all account reconciliations to ensure client and regulatory service level agreements are being met
  • Reporting and escalating system related deficiencies and monitoring progress of items reported until resolved. Communicate and escalate items to Zinnia management, as needed.
  • Validating accuracy of work performed by Zinnia finance associates and approval of the final reconciliation process as required each month
  • Development of process efficiencies and ensure implementation of the process is completed in a timely matter
  • Conduct one on one conversation, assist with developing performance goals and perform performance evaluations of direct reports. Coaches, facilitates and develops staff within the department with the ability to develop and motivate staff
  • Ensuring customer satisfaction and strive to meet & exceed service standards
  • Developing and maintaining a solid working knowledge of the insurance industry and of all products, services and processes performed by the team
  • Adhere to company policies and US state & federal guidelines when facilitating transaction processing.
Desired Qualifications
  • Bachelor’s degree in accounting or finance preferred
  • Three to five years of supervisory experience including conducting employee performance evaluations and development of direct report performance goals preferred

Zinnia focuses on improving the life and annuity insurance market by providing a platform that simplifies the creation, management, and servicing of insurance products. The platform uses technology and data analytics to help insurance companies launch products quickly and manage them efficiently. This benefits insurers, financial advisors, and consumers by enhancing the buying experience and operational efficiency. Zinnia's platform is user-friendly, allowing consumers to easily understand and purchase life and annuity products. The company aims to modernize the insurance experience, ensuring better protection and improved wellbeing for consumers while fostering stronger relationships between customers and insurers.

Company Size

201-500

Company Stage

Seed

Total Funding

$1.7M

Headquarters

Topeka, Kansas

Founded

2005

Simplify Jobs

Simplify's Take

What believers are saying

  • Zinnia secured $300 million in funding from Vista Credit Partners.
  • The acquisition of Ebix's assets expands Zinnia's market share and service offerings.
  • Growing demand for personalized insurance solutions benefits Zinnia's tailored product approach.

What critics are saying

  • Integration challenges with Ebix's assets could disrupt operations if not managed well.
  • Ebix's bankruptcy proceedings may affect the terms of the asset acquisition.
  • Rapid expansion and onboarding of 770 new team members could strain resources.

What makes Zinnia unique

  • Zinnia offers a comprehensive platform for life and annuity insurance products.
  • The company leverages advanced technology and data analytics for efficient product management.
  • Zinnia's recent acquisition of Ebix's assets enhances its CRM and agency management tools.

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Benefits

Health Insurance

Dental Insurance

Parental Leave

Profit Sharing

401(k) Company Match

Incentive Bonus Opportunity

Tuition Reimbursement

Company News

StartUpRise
Oct 15th, 2024
[Funding News] Zinnia Secures $300 Mn Strategic Funding from Vista Credit Partners

[Funding news] Zinnia secures $300 mn strategic funding from Vista Credit Partners.

Business Wire
Apr 1st, 2024
Zinnia Closes Acquisition Of Ebix’S North American Life And Annuity Assets

GREENWICH, Conn.--(BUSINESS WIRE)--Zinnia Corporate Holdings (“Zinnia” or “the Company”), an Eldridge Industries business and leading life and annuity insurance technology services company, and Ebix, Inc. (“Ebix”), a supplier of software solutions, today announced that Zinnia’s acquisition of Ebix’s North American Life and Annuity Assets (the “LA Assets”) has closed. The deal further positions Zinnia as a partner of choice in the life and annuity industry and expands its offerings with insurance focused CRM agency management, market-leading research, quoting, illustration, order entry tools, and a comprehensive underwriting platform, which will simplify experiences for advisors and their clients. Zinnia will be welcoming over 770 new team members across 6 locations in India and the United States. The LA assets, including SmartOffice, Vital Sales Suite, Winflex, AnnuityNet, LifeSpeed, TPP (The Policy Processor), as well as products and services provided by the consulting organization will become a newly formed business line within Zinnia called Life and Annuity Exchange Solutions

Coverage
Feb 19th, 2024
Zinnia To Acquire Ebix’S Life And Annuity Software Assets

Zinnia <i class="fa fa-info-circle company-popover" data-content="h3Zinnia/h3. div. table

Business Wire
Feb 16th, 2024
Zinnia To Acquire Ebix Inc.’S Life And Annuity Software Assets, Continuing Its Mission To Deliver Solutions That Simplify Insurance And Power Industry Growth

GREENWICH, Conn.--(BUSINESS WIRE)--Zinnia Corporate Holdings (“Zinnia” or “the Company”), an Eldridge business and leading life and annuity insurance technology services company, today announced it will acquire the Life and Annuity Assets (the “L&A Assets”) of Ebix, Inc. (“Ebix”), a supplier of software solutions. The L&A assets will further position Zinnia as a partner of choice in the life and annuity industry, expanding its offerings with insurance focused CRM & agency management, market-leading research, quoting, illustration, and order entry tools, and a comprehensive underwriting platform, which will simplify experiences for advisors and their clients.“The acquisition of the Ebix Life and Annuity Assets is transformative for Zinnia,” said Michele Trogni, Zinnia Chief Executive Officer. “The complementary nature of our solutions will enable us to better serve carriers, distributors, and consumers, expanding our reach as we build the modern rails of the insurance industry. We are thrilled to welcome the Ebix L&A employees to Zinnia and look forward to what we can achieve together for our clients.”In a rapidly expanding life and annuity sector, this acquisition allows Zinnia to power growth and simplify insurance from product development through distribution and claims. Upon closing, Zinnia will expand its offerings with the addition of SmartOffice, Vital Sales Suite, Winflex, AnnuityNet, LifeSpeed, TPP (The Policy Processor), as well as products and services provided by the consulting organization.Ash Sawhney, President of Ebix Insurance Solutions North America, will join Zinnia heading up the newly formed Life and Annuity Exchange Solutions business, reporting to Trogni

II Reporter
Feb 16th, 2024
Zinnia to Acquire Ebix Inc.'s Life and Annuity Software Assets

Ash Sawhney, President of Ebix Insurance Solutions North America, will join Zinnia, leading its the newly formed Life and Annuity Exchange Solutions business, and reporting to Trogni, according to the Zinnia statement.

Skift
Dec 19th, 2023
EbixCash Says Parent Company's Bankruptcy Won't Affect Operations

Kundu said, "To get out of Chapter 11, the U.S. company has already announced the sale of an asset that pays a substantial part of the debt," referring to an agreement Ebix announced Monday to sell its North American life and annuity assets to insurance tech company Zinnia for $400 million.

India Education Diary
Dec 19th, 2023
Ebix stock in record plunge after bankruptcy filing

Ebix Inc. announced on Monday that it has reached a "stalking horse" agreement to sell its North American Life and Annuity Assets (NA L&A Assets) to Zinnia, an Eldridge business and leading life insurance and annuity technology and service company, as part of its efforts to strengthen its balance sheet and position the company for sustainable growth.

Exchange4Media
Dec 19th, 2023
Ebix's agreement with Zinnia lays out expeditious path for debt repayment

US-based supplier of on-demand software and e-commerce services Ebix on Monday said that it has reached a "stalking horse" agreement to sell its North American life and annuity assets to Zinnia, an Eldridge business and life insurance and annuity technology and service company.

Insurance News Net
Dec 18th, 2023
Ebix announces bankruptcy, plan to sell life and annuity assets to Zinnia

Ebix announces bankruptcy, plan to sell life and annuity assets to Zinnia.

Bridgetown
Jul 1st, 2023
Introducing zinnia: better TV for people living with dementia

This month, Bridgetown Music Therapy is excited to announce its new partnership with Zinnia!