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:
The Financial Reporting Staff Accountant plays a vital role in ensuring the delivery of timely, accurate, and high-quality financial data across all Zinnia clients. This position requires a strong understanding of accounting principles, data analysis, and reconciliation processes, particularly within separate accounts. The successful candidate will work closely with cross-functional teams to support client-specific financial reporting and contribute to Zinnia’s commitment to excellence in service and integrity in financial operations.
WHAT YOU’LL DO:
- Research discrepancies to be compliant with regulatory guidelines and service levels
- Perform cross-training to new associates
- Identify and initiate process improvements from daily tasks
- Effectively Handle Internal and External Communication
- Encourage ongoing excellence, quality and customer service
- Maintain a working knowledge of significant developments and industry trends
- 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
Client-Centric Financial Reporting
- Deliver accurate, timely, and transparent financial reporting for all Zinnia clients.
- Research and analyze accounting data to support financial accuracy and client confidence.
- Generate recurring and ad hoc financial reports tailored to individual client needs and regulatory requirements.
Separate Account Oversight
- Manage separate account structures, ensuring proper transaction flow, classification, and reporting integrity.
- Monitor and validate premium allocations, asset movements, and investment earnings within separate accounts.
- Coordinate with internal stakeholders to align financial reporting with contractual obligations.
Reconciliations & Discrepancy Resolution
- Perform comprehensive account reconciliations on a daily, monthly, and quarterly basis.
- Research and resolve discrepancies across financial systems to ensure compliance with regulatory guidelines and service level agreements.
- Document resolution steps and ensure appropriate audit trails are maintained.
Internal Controls & Compliance
- Support audit preparation and internal control testing related to financial reporting.
- Ensure reporting and reconciliation processes align with GAAP, internal policies, and industry regulations.
Process Improvement & Collaboration
- Recommend and implement improvements to reporting and reconciliation workflows.
- Collaborate with cross-functional teams including operations, technology and clients to enhance reporting efficiency and data reliability.
- Effectively handle internal and external communications
WHAT YOU’LL NEED:
- Bachelor’s degree in Accounting, Finance or related field
- Proficient in Microsoft Excel, experience with Oracle PeopleSoft is a plus
- Strong quantitative, research, and analytical skills.
- Proven problem solving, decision-making, and organizational skills.
- Strong oral and written communication skills.
- Willingness to develop industry related knowledge
- Ability to work independently, make decisions and effectively communicate with all levels within Zinnia
- Flexible team player; with ability to prioritize multiple tasks
WHAT’S IN IT FOR YOU?
Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, 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.
