Manager - Financial Reporting

Posted 9 Days Ago
Be an Early Applicant
2 Locations
In-Office
Expert/Leader
Insurance • Software
The Role
Prepare and review month-, quarter-, and year-end financial statements, cash flows, consolidations, intercompany eliminations, equity rollforwards, and audit documentation. Partner with FP&A and leadership on investor reporting, coordinate financial statement footnotes, monitor audit requests, maintain GAAP checklists, review P&L coding, and prepare going concern and acquisition analyses. The role also supports reconciliations and ad hoc reporting.
Summary Generated by Built In

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.

WHAT YOU’LL DO:

  • Prepare month/quarter/year-end financial statements, including cash flows for leadership reviews. Timely address comments received.
  • Partner with FP&A in preparing and reviewing period end investor/leadership reporting.
  • Perform financial data reconciliations in various systems internally utilizing to ensure accurate financial reporting.
  • Perform consolidations and intercompany eliminations.
  • Maintain and timely update equity rollforward and capitalization table for investor submissions.
  • Collaborate with various process owners and departments to collect information needed for financial statement footnotes.
  • Facilitate leadership review of the financial statements and timely address comments received.
  • Responsible for tracking open audit request items and timely providing requested items for audit completion.
  • Prepare annual GAAP checklist.
  • Participate in process walkthrough meetings for the audit.
  • Obtain details and prepare acquisition footnote where applicable.
  • Review P&L coding to ensure proper presentation of related costs.
  • Prepare year-end going concern analysis and memo.
  • Assist with internal ad-hoc reporting/requests.

WHAT YOU’LL NEED:

  • Bachelor’s degree, advanced degree a plus.
  • CPA with Big 4 experience.
  • 8-10 years of public and/or private accounting experience.
  • Excellent analytical, problem-solving, and organizational skills.
  • Ability to work independently and in a team environment.
  • Advanced proficiency in Microsoft Excel.

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


#LI-SC1


Skills Required

  • Bachelor's degree
  • CPA certification
  • Big Four accounting experience
  • 8-10 years of public and/or private accounting experience
  • Excellent analytical, problem-solving, and organizational skills
  • Ability to work independently and in a team environment
  • Advanced proficiency in Microsoft Excel
  • Advanced degree

Zinnia (zinnia.com) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Zinnia (zinnia.com) and has not been reviewed or approved by Zinnia (zinnia.com).

  • Leave & Time Off Breadth Flexible or 'unlimited' PTO is described for many salaried roles, with additional volunteer time, holidays, and wellness days noted. Feedback suggests time off is broadly seen as a solid component of the package.
  • Parental & Family Support Paid parental leave is explicitly included in role descriptions, and anecdotes cite substantial leave durations. Feedback suggests family leave is a meaningful part of total rewards in the U.S. footprint.
  • Retirement Support A 401(k) is standard with indications of company matching and, in some cases, profit sharing alongside bonus eligibility. Feedback suggests retirement programs contribute materially to overall compensation.

Zinnia (zinnia.com) Insights

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The Company
HQ: Greenwich, CT
1,258 Employees
Year Founded: 2005

What We Do

Zinnia is Where Complexity Ends and Simplicity Begins. By merging decades of industry expertise with advanced technology, Zinnia seeks to transform the life and annuity experience from end-to-end. We will empower our clients to innovate and launch products faster, to buy, sell, manage, and service products more effectively, and to better serve their customers.

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