Back to jobs

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 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.

 

Notice for California residents: Information about how we collect and use your personal information can be found here.

 

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf


Select...
Select...
How did you initially hear about this job? *
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Zinnia’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.