WHO WE ARE:
Zinnia is simplifying how people buy, sell, and administer insurance products. Combining intuitive enterprise technology solutions and data insights, the Policygenius marketplace, and market-leading products including SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting, Zinnia is redesigning the insurance experience for shoppers, advisors, and insurers alike — and enabling more people to protect their financial futures along the way. Zinnia has over $173.7 billion in assets under administration across 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.
WHO YOU ARE:
The FP&A Finance Business Partner, Revenue will be responsible for the day-to-day financial planning and business partnering with business leaders on revenue planning and strategic initiatives at Zinnia. This includes financial modeling, analysis of key financial metrics, and executive-level presentations. The ideal candidate will have experience in investment banking, financial analysis, and modeling, as well as a deep understanding of business operations and strategy. The FP&A Finance Business Partner will report to the Head of FP&A and work with senior leaders throughout the organization.
WHAT YOU’LL DO:
- Partner with business leaders to provide financial guidance and support for strategic initiatives, including M&A transactions, capital investments, and restructuring initiatives.
- Design and maintain financial models to support decision-making related to potential acquisitions and strategic initiatives.
- Develop and maintain long-term financial plan and KPIs for Zinnia and each of its business segments.
- Lead ad hoc financial analyses requested by department leadership and support the Head of FP&A on other projects as needed.
- Work closely with finance and marketing executives to prepare financial analysis included in marketing materials for equity and bond investors.
- Build cross-functional relationships and provide strategic finance partnership to leadership across the organization.
WHAT YOU’LL NEED:
- 7+ or more years of experience, including experience in the areas of investment banking, and/or financial modeling.
- Bachelor’s degree preferably in finance or accounting
- Excellent analytical, problem-solving skills and presentation skills including advanced Microsoft Office Suite skills (Excel, Word, PowerPoint), with the ability to synthesize complex data into actionable insights.
- Proven ability to work both independently and collaboratively as part of a team. Works to build effective relationships across the company.
- Strong business acumen and understanding of key drivers of business performance.
- Detail-oriented and ability to manage multiple work streams and adjust priorities as needed in a deadline-driven environment.
- Strong knowledge of technology, software, and data & analytics sectors preferred, life insurance industry knowledge a plus.
- High attention to detail, resourceful, well-organized, and good time management.
WHAT’S IN IT FOR YOU?
Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
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