Senior Manager FP&A

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:

The Senior Manager, FP&A will play a crucial role in supporting the financial planning and analysis functions and be a business partner the technology organization. This person will be collaborating with various departments to provide financial insights, drive strategic decision-making, and ensure the financial health of the organization.

WHAT YOU’LL DO:

• Planning & Forecasting: Lead annual budgeting, long-range planning, and periodic forecasting processes for assigned business units/functions.
• Business Performance: Analyze actual performance against budget, forecast, and prior periods; identify key drivers of revenue, cost, margins, and profitability.
• Business Partnering: Partner closely with business and functional leaders to provide financial guidance and support strategic and operational decision-making.
• Management Reporting: Develop clear and insightful monthly and quarterly financial reporting for senior leadership, highlighting key trends, risks, opportunities, and recommended actions.
• Financial Modeling: Build and maintain financial models to support business cases, investments, pricing decisions, headcount planning, and other strategic initiatives.
• Revenue & Margin Analysis: Develop a strong understanding of revenue drivers, customer economics, resource utilization, and gross margin performance.
• Cost Management: Partner with business leaders to drive disciplined expense and headcount management while identifying opportunities for operating leverage.
• Scenario Analysis: Perform sensitivity and scenario analysis to assess the financial impact of changing business assumptions and strategic decisions.
• Data & Analytics: Improve the quality, automation, and scalability of FP&A reporting and analytics, reducing manual processes and increasing actionable insights.
• Process Improvement & Automation: Continuously strengthen forecasting accuracy, reporting processes, financial controls, and FP&A operating rhythms through automation.

WHAT YOU’LL NEED:

• 7–8 years of relevant experience in FP&A, corporate finance, business finance, financial analytics, private Equity or investment banking experience
• CA, MBA (Finance), CFA, or equivalent finance qualification preferred.
• Strong experience in budgeting, forecasting, variance analysis, financial modeling, and manage