Sr Specialist- BI and Financial Analyst Support
Sr Specialist- BI and Financial Analyst Support
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Job Description
WHO WE ARE:
Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights Zinnia simplifies the experience of buying selling and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold team up deliver value and that we do. Zinnia has over $180 billion in assets under administration serves 100 carrier clients 2500 distributors and partners and over 2 million policyholders.
WHO YOU ARE:
The Senior Specialist FP&A will play a crucial role and will be responsible for providing financial planning analysis and reporting for Corporate a business or a P&L within a business. Interprets simple internal and external business challenges and recommends best practices to improve products processes or services. Stays informed of industry trends that may influence work.
WHAT YOULL DO:
Overview: We are seeking a detailoriented and analytical individual to provide support to business leaders by delivering insightful data reporting financial analysis and management information systems (MIS) reporting. This role will involve working closely with leadership teams to gather analyze and present data that drives strategic decisions financial planning and operational improvements.
Key Responsibilities:
1. Data Reporting & Analysis:
o Generate and manage routine and adhoc reports based on business financial and operational data.
o Prepare and present key business metrics performance indicators and financial analyses to senior leaders.
o Analyze data trends to identify business opportunities risks and areas for operational improvement.
o Ensure data integrity consistency and accuracy in reporting.
2. Financial Analysis & Reporting:
o Assist in preparing financial reports and forecasts including budget analysis variance reporting and costbenefit analysis.
o Analyze financial data and highlight key findings to guide decisionmaking.
o Collaborate with the finance team to track revenue expenses and other financial KPIs.
o Support in the development of financial models and forecasts to help business leaders with planning and budgeting.
3. Management Information Systems (MIS):
o Support the preparation and management of MIS reports for internal stakeholders.
o Design and automate reporting processes to improve efficiency and accuracy.
o Provide business leaders with insights from MIS data helping to optimize business operations and decisionmaking.
4. Key Performance Indicator (KPI) Monitoring:
o Assist in developing and maintaining dashboards to track KPIs across departments.
o Monitor business performance and identify areas that require attention or improvement.
o Provide regular updates and recommendations based on KPI data to improve performance and achieve business goals.
5. CrossDepartmental Coordination:
o Work closely with crossfunctional teams (finance marketing operations sales) to collect and integrate data for reporting purposes.
o Help standardize data collection processes to ensure consistency across various departments.
o Serve as a point of contact for internal stakeholders regarding datarelated queries and reporting needs.
6. Process Improvement:
o Contribute to the continuous enhancement of reporting and analysis processes.
o Identify opportunities to streamline data collection and reporting methods to enhance operational efficiency.
o Implement new reporting tools technologies or methodologies to support business goals.
7. Data Visualization & Presentation:
o Design visually appealing and userfriendly dashboards and reports to effectively communicate data findings to business leaders.
o Use advanced tools (e.g. Power BI Tableau Excel) to create reports and presentations that highlight key insights.
Qualifications:
Education: Bachelors degree in Business Administration Finance Economics Data Science or a related field. Masters degree or relevant certifications (e.g. CFA FRM etc. are a plus.
Experience:
o 24 years of experience in business analysis financial analysis or MIS reporting.
o Handson experience with data analysis financial reporting and MIS system management.
o Prior experience working with business intelligence tools (Power BI Tableau Excel etc. is highly desirable.
o Experience in preparing financial models reports and data presentations for senior leadership teams.
Skills:
Technical Proficiency:
o Strong proficiency in Microsoft Excel (advanced formulas pivot tables charts etc. and experience with BI tools like Power BI or Tableau.
o Understanding of database systems SQL and financial modeling.
o Familiarity with financial reporting and performance management tools.
Analytical Skills:
o Strong analytical skills with the ability to interpret and present data in a clear actionable format.
o Ability to work with large datasets and generate meaningful insights.
Attention to Detail:
o High level of accuracy and attention to detail when working with financial and business data.
Communication Skills:
o Strong verbal and written communication skills with the ability to present complex data clearly to nontechnical stakeholders.
o Ability to prepare concise compelling reports and presentations for leadership teams.
ProblemSolving & DecisionMaking:
o Ability to analyze business problems propose solutions and deliver insights that drive strategic decisions.
Collaboration:
o Ability to work in a crossfunctional team environment collaborating with colleagues across departments.
Key Attributes:
Proactive: Demonstrates initiative to take on tasks and identify areas for improvement.
Curious & DetailOriented: Eager to dive deep into data and provide actionable insights.
Time Management: Ability to prioritize tasks handle multiple requests and meet deadlines in a fastpaced environment.
Benefits:
Competitive salary and benefits package
Professional development opportunities and career advancement
Collaborative and dynamic work environment
WHATS IN IT FOR YOU
Were 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 cuttingedge technologies deeper data insights and enhanced services to transform how insurance is done. Visit our website at 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
Required Experience:
Senior IC
Employment Type
Full Time
