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Director, Technical Accounting

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 an experienced and highly skilled Director of Technical Accounting to lead our technical accounting function and ensure compliance with relevant accounting standards and regulations. This role is critical in overseeing complex transactions, revenue recognition, and acquisition accounting, while also providing technical accounting expertise across the organization. The ideal candidate will have a strong background in accounting, excellent analytical skills, and the ability to work in a fast-paced environment.

WHAT YOU’LL DO:  

  • Review significant and/or unusual transactions to determine the appropriate accounting treatment. Provide clear and concise guidance to stakeholders.
  • Collaborate with revenue accounting team to review new revenue contracts to ensure proper revenue recognition in accordance with ASC 606. Prepare thorough accounting analysis and memorandums to support the revenue recognition approach.
  • Conduct in-depth technical accounting research and provide consulting to cross-functional teams on a wide range of technical accounting matters, including revenue recognition, leases, and financial instruments.
  • Perform acquisition accounting analysis and work closely with external valuation firms to identify and assess intangible assets. Review and document the reasonableness of various valuation methodologies.
  • Perform the annual goodwill impairment analysis, ensuring all necessary documentation is prepared and aligned with accounting standards.
  • Stay updated on new accounting standards and pronouncements. Evaluate their impact on the organization, and ensure that updates are adequately accounted for and disclosed.
  • Organize and lead technical accounting learning sessions for junior accounting personnel to foster their professional development.
  • Participate in internal and external audit process walkthroughs. Manage and coordinate requests related to internal control narratives, risk control matrices, and tests of controls.
  • Assist with year-end audits by managing audit request lists, reviewing, and providing the requested information, and coordinating with external auditors as necessary.
  • Provide technical accounting guidance for internal ad-hoc requests, collaborating with finance, legal, and operations teams as needed.

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.
  • A minimum of 10 years of experience in public and/or private accounting, with expertise in technical accounting and acquisition accounting.
  • Strong understanding of ASC 606 revenue recognition standards and experience with acquisition accounting.
  • Proven ability to perform detailed technical accounting research and provide sound advice on complex transactions.
  • Excellent analytical, problem-solving, and organizational skills.
  • Strong communication skills and the ability to work both independently and collaboratively with cross-functional teams.
  • Experience managing audits and interacting with external auditors.
  • Ability to manage multiple priorities and 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 website at www.zinnia.com 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. 

 

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