Director, FP&A

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:

As a Director, FP&A at Zinnia, you’ll serve as a strategic finance leader, enabling data-driven decision-making that directly influences company growth. You’ll partner with executives across the business to deliver forward-looking insights, build scalable models, and translate complex data into actionable strategies. This is a high-visibility role that combines traditional FP&A excellence with modern tech-enabled finance practices, including automation, predictive analytics, and strategic business partnering.

WHAT YOU’LL DO:

• 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.

WHAT YOU’LL NEED:

• 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.

BONUS POINTS:

• Industry knowledge in Life Insurance, Insurtech, or Fintech is a plus

WHAT’S IN IT FOR YOU?

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $225,000 - $250,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual’s skills, education, experience, training, and geographic location and may be above or below the stated amounts. 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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