Zinnia · 7 hours ago
Finance Specialist
Alpharetta, GA
Full-time
Onsite
Senior Level
5+ years expZinnia is the leading technology platform for accelerating life and annuities growth. The Finance Specialist is responsible for the day-to-day financial information, ensuring accurate tax reporting and compliance with regulatory guidelines while providing high-quality service to clients.
ConsultingInsuranceInsurTechLife InsuranceSaaS
Hiring Manager
Jen Woodman
Responsibilities
Perform and provide reporting to clients as required
Complete account reconciliations, troubleshoots, analyzes, researches, and resolves discrepancies
Balance withholding tax for both federal and state in tax software daily
Identify withholding tax offages related to outgoing policyholder funds. Report issues to other internal teams or analyze and perform manual accounting based on client expected results to ensure meets general ledger file requirements
Perform training to new associates
Identify and initiate process improvements
Maintain and update tax withholding tables in administrative systems as needed
Perform testing and analysis for system releases impacting tax reporting as requested
Participate and support product development and conversion activities for new and existing clients
Facilitate communication with clients, internal customers, project managers, taxing authorities and system vendors for in-depth understanding of business requirements
Research discrepancies to be compliant with regulatory guidelines
Utilize multiple administrative systems to report data to external clients
Prepare tax reporting and correspond with state and federal agencies
Prepare forms for contract holder related disbursements (Series 1099, W-2, 1042 and Puerto Rico)
Qualification
Required
Bachelor's degree in business related field required
5-7 years of experience with tax reporting and reconciliations
Strong to Advanced Microsoft Excel skills
Strong quantitative, research, and analytical skills
Proven problem solving, decision-making, and organizational skills
Strong oral and written communication skills
Ability to work independently, make decisions and effectively communicate with all levels within Zinnia
Flexible team player; with ability to prioritize multiple tasks
Preferred
Experience with Oracle PeopleSoft and SOVOS Taxport considered an asset
Commercial banking experience considered an asset
Willingness to develop industry related knowledge
Good interpersonal/human relations and teamwork skills
Benefits
Health/dental insurance
Parental leave
401(k)
Incentive/bonus opportunity
Tuition reimbursement
Company
Zinnia
Zinnia provides insurance software solutions.
1001-5000 employees
H1B Sponsorship
Zinnia has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (52)
2024 (44)
2023 (24)
2022 (28)
2021 (14)
2020 (17)
Funding
Current Stage
Late StageTotal Funding
$300MKey Investors
Vista Equity Partners
2024-10-15Debt Financing· $300M
Leadership Team
George Esposito
CEO
Ash Sawhney
Head of Life and Annuity Exchange Solutions
Recent News
Hypepotamus
2025-12-24
2025-11-18
2025-09-26
Company data provided by crunchbase