Finance Specialist

Zinnia is the leading technology platform for accelerating life and annuity growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products, enabling more people to protect their financial futures. We are driven by three core values: be bold, team up, deliver value.

The Finance Specialist is responsible for day‑to‑day financial information, including money in/money out, valuation and trading of investments, suspense accounts, commissions, and taxation. The specialist applies accounting, tax, 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 is to provide high‑quality service across all Zinnia clients by delivering accurate tax reporting, investigating and resolving discrepancies, completing quality reconciliations, and providing essential reporting.

This position is part of the Tax Team.

• Perform and provide reporting to clients as required.
• Complete account reconciliations, troubleshoot, analyze, research, and resolve discrepancies.
• Balance withholding tax for both federal and state in tax software daily.
• Identify withholding tax obligations related to outgoing policyholder funds and report issues to internal teams or perform manual accounting to ensure general ledger file requirements are met.
• Provide training to new associates.
• Identify and initiate process improvements.
• Maintain and update tax withholding tables in administrative systems as needed.
• Perform testing and analysis for system releases impacting tax reporting.
• Participate and support product development and conversion activities for new and existing clients.
• Facilitate communication with clients, internal customers, project managers, taxing authorities, and system vendors to understand business requirements.
• Research discrepancies to remain compliant with regulatory guidelines.
• Utilize multiple administrative systems to report data to external clients.
• Prepare tax reporting and correspond with state and federal agencies.
• Prepare disbursement-related forms (Series 1099, W‑2, 1042, Puerto Rico).

• Bachelor’s degree in a business‑related field.
• 5‑7 years of experience with tax reporting and reconciliations.
• Experience with Oracle People Soft and SOVOS Taxport is 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 is 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 the ability to prioritize multiple tasks.

Zinnia offers excellent career progression and competitive compensation. Benefits include health/dental insurance, parental leave, 401(k), incentive/bonus opportunities, tuition reimbursement, and more. Zinnia is 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.