Associate Director, Financial Reporting

WHO WE ARE: Zinnia is simplifying how people buy, sell, and administer insurance products. Combining intuitive enterprise technology solutions and data insights, the Policygenius marketplace, and market-leading products including SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting, Zinnia is redesigning the insurance experience for shoppers, advisors, and insurers alike - and enabling more people to protect their financial futures along the way. Zinnia has over $173.7 billion in assets under administration across 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: . Zinnia is seeking a detail-oriented and experienced Associate Director of Financial Reporting to oversee the preparation, analysis, and accuracy of financial statements, consolidations, and related reporting. This role will be critical in ensuring timely and compliant financial reporting, supporting leadership and investors with insightful financial data, and managing audit-related activities. The ideal candidate will have strong accounting expertise, analytical skills, and the ability to collaborate across multiple departments. WHAT YOU'LL DO: Prepare month-end, quarter-end, and year-end financial statements, including the statement of cash flows, for leadership reviews. Address comments and feedback promptly to ensure timely and accurate reporting. Partner with the FP&A team to prepare and review period-end investor and leadership reporting packages, ensuring all data is accurate and aligned with internal expectations. Perform financial data reconciliations across various systems to ensure accurate financial reporting. Identify discrepancies and resolve issues promptly. Oversee financial consolidations and intercompany eliminations to ensure accurate financial statements and alignment across the organization. Maintain and update the equity roll-forward and capitalization table for investor submissions in a timely manner, ensuring all data is accurate and up-to-date. Collaborate with various departments and process owners to collect the necessary information for the preparation of financial statement footnotes. Facilitate leadership reviews and address feedback to finalize the footnotes. Track open audit request items and ensure that all requested documentation is provided in a timely manner for the completion of the audit. Participate in process walkthrough meetings and other audit-related activities. Prepare the annual GAAP checklist to ensure financial reporting compliance. Identify any discrepancies or updates needed and work to address them. Prepare acquisition-related financial statement footnotes as necessary, ensuring proper documentation and presentation of financial data related to any company acquisitions. Review profit and loss (P&L) coding to ensure the proper presentation of costs and expenses in financial statements. Conduct year-end going concern analysis and prepare a supporting memorandum to ensure appropriate disclosures and assessments are made. Assist with internal ad-hoc financial reporting requests as needed, providing timely and accurate information for decision-making. WHAT YOU'LL NEED: Bachelor's degree in Accounting, Finance, or a related field. An advanced degree is a plus. Certified Public Accountant (CPA) with Big 4 public accounting experience preferred. Experience with Workiva or similar financial reporting tools is a plus. 8-10 years of experience in public and/or private accounting, with a focus on financial reporting and consolidations. NetSuite experience is preferred Strong understanding of GAAP and financial reporting requirements. Advanced proficiency in Microsoft Excel, with the ability to perform complex financial modeling and data analysis. Excellent analytical, problem-solving, and organizational skills. Ability to work independently as well as collaboratively within a team environment. Experience with managing audit processes and preparing documentation for external auditors. Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment. 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 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 found here.

Created: 2024-11-10