Sr Associate (FP&A)

Who We Are

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values : be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

Who You Are

Zinnia is looking for a skilled and experienced FP&A Associate who will support and be the primary provider of financial analysis, support and communications for business unit partners, while ensuring linkage to the larger Enterprise finance, accounting, compliance and continuous improvement processes. Assist the FP&A Senior Manager in driving the annual operating plan and monthly forecast process, rationalizing inputs and provided feedback, connecting finance, accounting and your business partners. Work with teams to develop and quantify annual budgets. Ensure spend is aligned with strategic and operational objectives. Develop and maintain standard financial metrics, helping your business partners set financial benchmark goals. Continuous refinement of financial drivers and key assumptions via monthly forecast process, budget versus actual reviews and key metric reviews. Provide ad-hoc financial analysis, as required, to support business decision needs. Develop strong relationship with your business partners, while maintaining an objective mind in evaluating performance as a group.

What You'll Do

• Update and Distribute Monthly & Quarterly reporting to functional teams
• Streamline, standardize and automate financial reporting across functions
• Clean up financial reporting issues by working with key individuals in HR, Accounting, AP, Procurement, IT etc. to ensure all Compensation elements as well as Purchase orders get correctly coded to the right cost string
• Provide Headcount Reporting by Function on a monthly / quarterly basis; research and resolve headcount issues.
• Collect accrual information from Functional teams
• Provide spend by vendor reporting including historical trending
• Perform variance analysis on Actual results versus Forecast, Annual Operating Plan and Prior Year as needed
• Support ad hoc projects or business requests.
• Build and load financial Forecasts, Annual Operating Plan and Strategic Plan for Functions including compensation builds and expense modeling
• Clearly and succinctly communicate results, major drivers and risks and opportunities to other members of the finance team
• Update Business Review templates and presentations for respective business review meetings
• Perform Investment and Productivity tracking by Function as well as complete other corporate requests for quarterly reporting (Capital Expenditures, Restructuring & Turnaround, Foreign Exchange, etc.)
• Bridge expenses to show major changes when comparing to prior year as well as other views
• Support financial analysis including building business cases for potential investments and calculate expected financial return metrics and future projections

What You'll Need

WHAT'S IN IT FOR YOU

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.

Show more

Show less

Skills Required

Financial Analysis, google suite , Variance Analysis, Financial Reporting, Microsoft Office Suite