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 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 Senior Manager, FP&A will play a crucial role in supporting the financial planning and analysis functions and be a business partner the technology organization. This person will be collaborating with various departments to provide financial insights, drive strategic decision-making, and ensure the financial health of the organization.
WHAT YOU’LL DO:
- Planning & Forecasting: Lead annual budgeting, long-range planning, and periodic forecasting processes for assigned business units/functions.
- Business Performance: Analyze actual performance against budget, forecast, and prior periods; identify key drivers of revenue, cost, margins, and profitability.
- Business Partnering: Partner closely with business and functional leaders to provide financial guidance and support strategic and operational decision-making.
- Management Reporting: Develop clear and insightful monthly and quarterly financial reporting for senior leadership, highlighting key trends, risks, opportunities, and recommended actions.
- Financial Modeling: Build and maintain financial models to support business cases, investments, pricing decisions, headcount planning, and other strategic initiatives.
- Revenue & Margin Analysis: Develop a strong understanding of revenue drivers, customer economics, resource utilization, and gross margin performance.
- Cost Management: Partner with business leaders to drive disciplined expense and headcount management while identifying opportunities for operating leverage.
- Scenario Analysis: Perform sensitivity and scenario analysis to assess the financial impact of changing business assumptions and strategic decisions.
- Data & Analytics: Improve the quality, automation, and scalability of FP&A reporting and analytics, reducing manual processes and increasing actionable insights.
- Process Improvement & Automation: Continuously strengthen forecasting accuracy, reporting processes, financial controls, and FP&A operating rhythms through automation.
WHAT YOU’LL NEED:
- 7–8 years of relevant experience in FP&A, corporate finance, business finance, financial analytics, private Equity or investment banking experience
- CA, MBA (Finance), CFA, or equivalent finance qualification preferred.
- Strong experience in budgeting, forecasting, variance analysis, financial modeling, and management reporting.
- Experience partnering with senior business and functional leaders.
- Strong understanding of P&L and the ability to connect operational metrics with financial outcomes.
- Advanced Excel and financial modeling skills; experience with financial planning/ERP/Power Bi/reporting tools preferred.
- Experience working in a technology, SaaS, insurance, financial services, or global services organization would be advantageous.
- Exposure to globally distributed teams and multinational organizations is preferred
WHAT’S IN IT FOR YOU?
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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Skills Required
- 7–8 years of relevant experience in FP&A, corporate finance, business finance, financial analytics, private equity, or investment banking
- Experience with budgeting, forecasting, variance analysis, financial modeling, and management reporting
- Experience partnering with senior business and functional leaders
- Strong understanding of P&L and ability to connect operational metrics with financial outcomes
- Advanced Excel and financial modeling skills
- CA, MBA in Finance, CFA, or equivalent finance qualification
- Experience with financial planning, ERP, Power BI, or reporting tools
- Experience in a technology, SaaS, insurance, financial services, or global services organization
- Exposure to globally distributed teams and multinational organizations
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).
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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.
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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.
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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
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.
