Director, FP&A at Zinnia

Greenwich, Connecticut, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, FinTechIndustries

Requirements

10+ years of progressive finance experience, ideally blending investment banking, corporate FP&A, and/or technology sector experience
Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus
Proven ability to simplify complex data into clear narratives for senior executives and Boards
Advanced modeling, forecasting, and presentation skills (Excel, PowerPoint, BI/analytics tools such as Tableau, Power BI, or Adaptive Insights)
Strong business acumen and commercial mindset, with a deep understanding of technology, software, and data-driven businesses
Collaborative leadership style with the ability to build influence across diverse stakeholders
Experience driving process automation, digital finance tools, or data-led transformation preferred
Industry knowledge in Life Insurance, Insurtech, or Fintech is a plus

Responsibilities

Strategic Business Partnering – Collaborate with senior leaders across Product, Technology, Operations, and GTM teams to guide capital allocation, growth strategy, and operational efficiency
Financial Planning & Forecasting – Lead the development of robust budgeting and forecasting models, scenario analyses, and dynamic reporting that drive strategic decisions
Data-Driven Insights – Leverage advanced analytics, business intelligence tools, and automation to deliver real-time insights on company and segment performance
Board & Executive Support – Prepare executive-level deliverables, including materials for monthly business reviews, Board meetings, and investor-facing updates
M&A & Strategic Initiatives – Provide financial leadership for inorganic growth opportunities, integrations, and high-impact initiatives
Continuous Improvement – Champion scalable financial processes, automation initiatives, and KPI dashboards that enable smarter, faster decision-making

Skills

Financial Modeling

Budgeting

Forecasting

Scenario Analysis

Predictive Analytics

Business Intelligence

Automation

Advanced Analytics

M&A Analysis

Strategic Planning

Zinnia

Insurance technology for life products

About Zinnia

Zinnia focuses on improving the life and annuity insurance market by providing a platform that simplifies the creation, management, and servicing of insurance products. The platform uses technology and data analytics to help insurance companies launch products faster and manage them more effectively. This results in a better buying experience for consumers and increased operational efficiency for insurers and financial advisors. Zinnia's platform is user-friendly, allowing consumers to easily understand and purchase life and annuity products. The company aims to enhance the relationship between customers and insurers, ensuring better protection and improved wellbeing for consumers. Unlike its competitors, Zinnia emphasizes real-time data sharing and actionable insights, which help all parties make informed decisions.

Topeka, KansasHeadquarters

2005Year Founded

$1.7MTotal Funding

SEEDCompany Stage

Data & Analytics, FintechIndustries

501-1,000Employees

Benefits

Health Insurance

Dental Insurance

Parental Leave

Profit Sharing

401(k) Company Match

Incentive Bonus Opportunity

Tuition Reimbursement

Risks

Integration challenges with Ebix's assets could disrupt operations if not managed well.

Ebix's bankruptcy proceedings may affect the terms of the asset acquisition.

Rapid expansion and onboarding of 770 new team members could strain resources.

Differentiation

Zinnia offers a comprehensive platform for life and annuity insurance products.

The company leverages advanced technology and data analytics for efficient product management.

Zinnia's recent acquisition of Ebix's assets enhances its CRM and agency management tools.

Upsides

Zinnia secured $300 million in funding from Vista Credit Partners.

The acquisition of Ebix's assets expands Zinnia's market share and service offerings.

Growing demand for personalized insurance solutions benefits Zinnia's tailored product approach.

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