Sr Specialist Business finops FTE

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, enabling more people to protect their financial futures. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

The Sr Specialist, Business Finops will play a crucial role, responsible for providing financial planning, analysis and reporting for Corporate, a business, or a P&L within a business. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work.

• Reconciling financial records: reconcile payments as indicated on remittance documents and reconcile accounts.
• Managing Tax reporting process: manage daily withholding balancing and ensure tax reconciliations are balanced.
• Ensure accurate and timely tax reporting for annuity products including policyholder premiums, annuity payouts, interest and investment income, and return of principal.
• Oversee preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099‑R).
• Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions.
• Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations.
• Address and resolve issues related to the taxability of death benefits and ensure proper tax reporting for beneficiaries.
• Identify and resolve discrepancies or issues in tax treatment and reporting.
• Drive process improvements and system enhancements to improve accuracy and efficiency.
• Ensure adherence to internal controls and regulatory compliance.
• Maintain proper documentation and keep procedures up to date.

Graduation in any stream, Commerce Graduate preferred. 5+ years of working experience in the life insurance domain with a focus on quality, attention to detail, accuracy, and accountability. In-depth knowledge of overall accounting functions. Experience in General Ledger Accounting Function, reconciliations, AP, AR. Experience in setting up the federal, state and local tax withholding amounts of employees, involving compliance with US federal and state tax laws.

Ability to develop a good understanding of Client Finance processes, policies and systems. Familiar with US accounting functions (billings, payments, and receivables) and prior experience working for these US accounting functions. Working knowledge of accounting package ERP, People Soft or alike.

We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals dedicated to delivering cutting‑edge technologies, deeper data insights, and enhanced services to transform how insurance is done.

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.