Financial Analyst

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 Financial Analyst – Invoicing is responsible for preparation and sending of Invoices for North America clients. The role includes collating the inputs from various stakeholders on a timely basis for invoice preparation and sending invoices to internal client for approvals. The role includes communicating with the internal customers for collections and follow-up for overdue outstanding and for adjustments if any. Challenge the status quo and arrive at process strengthening projects/recommendations, support analyzing and building audit and metrics report, conduct root cause analysis and recommend controls, perform UAT ensuring smooth transition of various projects run at Organization level. The successful candidate will become part of the Accounts Receivable team and will interact with internal customers from the accounting and finance teams.

WHAT YOU'LL DO:

• Review of Open Air application for the below mentioned activities
• Open Charges for Invoicing.
• Follow-up with Delivery Lead and Client Account Manager for the Over-cap and Hold Charges for invoicing and or write off.
• Review the rate and update the same with the most recent COLI working.
• Preparation of yearly COLI working, sending it to finance for approval and seeking acknowledgement from client for their acceptance.
• Completion of all related tasks and activities.
• Responsible for preparing invoices (Project and TPA Services)
• Responsible for reviewing pass-through documents.
• Responsible for working of printing cost and posting of its journal entry in NetSuite.
• Responsible for SLA credit working and posting of its journal entry in NetSuite.
• Sending AR Summary to the Management Group on a weekly basis.
• Manage Month End activities in line with checklist.
• Maintain a high degree of satisfaction with internal customers through innovative solutions to consistently improve key performance indicators.
• Maintain frequent communication with the accounting team, collections team, and other internal customers to foster collaboration.
• Promote a culture of continuous process improvement using lean tools and standard work.
• Ensure compliance with Corporate and Local credit policies and other compliance requirements such as trade compliance, Sarbanes Oxley, etc.
• Must come to the office on 3 business days (Monday or Friday Compulsory).

WHAT YOU'LL NEED:

• Strong written and verbal communication skills.
• Has experience been communicating (email communication and taking calls with customers) with the North American Customers for collections and its related support.
• Ability to build a positive rapport with personnel throughout the global organization.
• Strong customer service focus, with a drive to ensure that we exceed the expectations of our customers.
• Demonstrate a high sense of urgency.
• Exhibit a cheerful outlook and keep poise under pressure.
• Bachelor's degree in accounting/finance.
• Minimum of 2 to 3 years of relevant experience with experience in a multinational environment and/or global team preferred.
• Knowledge and experience working with NetSuite preferred.
• Good hold on Microsoft excels and Reporting.
• Good understanding of accounting concepts

WHAT'S IN IT FOR YOU?

Zinnia offers excellent career progression and competitive compensation. 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 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.