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 I is responsible for the day to day financial information of money in, money out, valuation and trading of investments, suspense, commissions, and taxation. The Financial Reporting Staff Accountant will apply accounting and finance principles to daily tasks, projects, and implementations in accordance with internal procedures, client guidelines, state and federal agencies, FINRA, and SEC regulations. The focus of the Financial Reporting Staff Accountant is to provide high quality service across all Zinnia clients by delivering accurate financial information through researching and analyzing accounting and commission data, completing quality reconciliations, and providing essential reporting.
This position is for the Treasury team.
WHAT YOU’LL DO:
- 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.
- Adhere to company policies and US state & federal guidelines when facilitating transaction processing.
- Prepare cash reconciliations to the general ledger daily
- 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
- Utilize multiple administrative systems to report data to external clients
WHAT YOU’LL NEED:
- Bachelor’s degree in business related field required, bachelor’s degree in accounting or finance preferred
- 1-3 years of experience with month-end closing considered an asset
- Experience with Oracle PeopleSoft considered an asset
- Strong to Advanced Microsoft Excel skills.
- Strong quantitative, research, and analytical skills.
- Proven problem solving, decision-making, and organizational skills.
- Strong oral and written communication skills.
- Commercial banking experience considered an asset
- Willingness to develop industry related knowledge
- Good interpersonal/human relations and teamwork skills
- 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, 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.
