Finance Specialist

Who We Are

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. 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.

The Finance Specialist is responsible for the day to day financial information of money in, money out, valuation and trading of investments, suspense, commissions, and taxation. The Finance Specialist will apply 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 of the Finance Specialist is to provide high quality service across all Zinnia clients by delivering accurate tax reporting information through researching and analyzing accounting and tax data, completing quality reconciliations, and providing essential reporting.

This position is for 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 offsets related to outgoing policyholder funds.
• Report issues to other internal teams or analyze and perform manual accounting based on client expected results to ensure meets general ledger file requirements.
• Perform 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 as requested.
• 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 for in-depth understanding of business requirements.
• Research discrepancies to be 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 forms for contract holder related disbursements (Series 1099, W-2, 1042 and 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 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.

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 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.