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 Finance Director, Revenue will be responsible for the day-to-day financial planning and business partnering with business leaders on revenue planning and strategic initiatives at Zinnia as we transition our underlying business model to SaaS revenue. This role will focus on pricing strategies, cost analysis, and profitability assessment to support data-driven decision-making. The ideal candidate will have a strong background in software/tech revenue drivers, financial modeling, pricing and cost analysis, and industry research.
The Finance Director will report to the Head of Finance and work with senior leaders throughout the organization.
WHAT YOU’LL DO:
- Perform data-driven financial modeling and scenario analysis to support product and client pricing decisions.
- Develop and maintain pricing models to ensure competitive and profitable pricing strategies. Analyze pricing strategies and profitability across product lines, customer segments.
- Work closely with corporate development, sales, marketing, and technology teams to assess total cost of ownership, which supports pricing for Zinnia’s products and solutions.
- Develop and maintain revenue KPIs for Zinnia and each of its business segments.
- Monitor industry trends and competitive pricing strategies.
- Analyze client and product profitability to optimize pricing structures.
- Assist in preparing reports and presentations for senior management.
- Support annual budgeting and forecasting processes with pricing and cost insights.
- Build cross-functional relationships and provide strategic finance partnership to leadership across the organization.
WHAT YOU’LL NEED:
- 10+ or more years of experience, including experience in the areas of investment banking, and/or financial modeling.
- Bachelor’s degree preferably in finance or accounting
- Excellent analytical, problem-solving skills and presentation skills including advanced Microsoft Office Suite skills (Excel, Word, PowerPoint), with the ability to synthesize complex data into actionable insights.
- Proven ability to work both independently and collaboratively as part of a team. Works to build effective relationships across the company.
- Strong business acumen and understanding of key drivers of business performance.
- Detail-oriented and ability to manage multiple work streams and adjust priorities as needed in a deadline-driven environment.
- Strong knowledge of technology, software, and data & analytics sectors preferred, life insurance industry knowledge a plus.
- High attention to detail, resourceful, well-organized, and good time management.
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. The expected salary range for this position is $200,000 - $250,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual’s skills, education, experience, training, and geographic location and may be above or below the stated amounts.
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.Notice for California residents: Information about how we collect and use your personal information can be foundhere.#LI-MW1
