Senior Manager FP&A

The role

You will lead budgeting, forecasting and long-range planning for assigned business units. You will also partner with business and functional leaders to provide financial guidance and insight.

What you will do

• Lead annual budgeting, long-range planning and periodic forecasting for assigned business units or functions
• Analyze actual performance against budget, forecast and prior periods; identify key drivers of revenue, cost, margins and profitability
• Partner closely with business and functional leaders on financial guidance and strategic decisions
• Develop monthly and quarterly management reporting for senior leadership, highlighting trends, risks, opportunities and recommended actions
• Build and maintain financial models for business cases, investments, pricing, headcount planning and strategic initiatives
• Develop understanding of revenue drivers, customer economics, resource utilization and gross margin performance
• Partner with business leaders on expense and headcount management and operating leverage
• Perform sensitivity and scenario analysis on the financial impact of changing assumptions and decisions
• Improve quality, automation and scalability of FP&A reporting and analytics
• Strengthen forecasting accuracy, reporting processes, financial controls and FP&A operating rhythms through automation

Required qualifications

• 7–8 years of relevant experience in FP&A, corporate finance, business finance, financial analytics, private equity or investment banking
• Strong experience in budgeting, forecasting, variance analysis, financial modeling and management reporting
• Experience partnering with senior business and functional leaders
• Strong understanding of P&L and connecting operational metrics with financial outcomes
• Advanced Excel and financial modeling skills

Nice to have

• CA, MBA (Finance), CFA, or equivalent finance qualification
• Experience with financial planning, ERP, Power BI or reporting tools
• Experience in a technology, SaaS, insurance, financial services or global services organization
• Exposure to globally distributed teams and multinational organizations

Before you apply

• Apply through the online application in the careers section of the company website

About the company

Zinnia is a technology platform for life and annuities, simplifying how insurance products are bought, sold and administered. It reports over $173.7 billion in assets under administration, 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders.