Business Operational Specialist III

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:
Business Operational Analysts provide functional support and advice to the Core Process Owners, Managers and/or Operations Leads on business processes and systems issues in both BAU mode and development of new processes and support to improve client experience.

Analysts are execution-driven liaisons between operations and other areas such as Information Technology, Finance, Licensing and Commissions, and other Shared Services. Analysts are responsible for bringing thought leadership to facilitate the flow and execution of ideas between departments.

WHAT YOU'LL DO:

• Design and document flows and procedures for Finance Operations led initiatives.
• Collect data to evaluate operational efficiency of service operations associates and provide continual input and communications to the improvement of operational programs.
• Complete research and provide analysis as needed to support Management in decision making.
• Contribute to process of building Cost/Benefit analysis related to operational efficiency projects.
• Assist with building staffing estimates for new initiatives, projects or processes.
• Participate in special projects to design, provide and evaluate system enhancements, regulatory updates, new product implementations and conversions.
• Maintain or create guidelines that are used to ensure consistent, repeatable processes need to support the overall well-being of the department(s).
• Provide support on Finance-related projects, especially as part of broader initiatives to improve client experience.
• Perform testing and analysis for system releases impacting tax and other financial reporting.
• Support onboarding programs, courses, workshops and implementation.
• Build effective working relationships throughout the organization.
• Develop solutions by describing requirements in a work-flowchart and diagram; studying system capabilities; analyzing alternative solutions; preparing system specifications.

WHAT YOU'LL NEED:

• Bachelor's degree required. 5 years of specific job-related experience may be substituted with 5+ years' experience within the financial industry, training or education.
• At least 3 years of experience working with aspects of general ledger from reconciliations through financial statements.
• Experience with Oracle PeopleSoft and SOVOS Taxport is a plus.
• Experience in identifying process improvements and working with other teams to implement those improvements.
• Commitment to continuous improvement and courage to challenge the status quo.
• Flexibility in work schedule to address work/project assignments and needs of internal and external customers/clients.
• Knowledge of general ledger theories and understanding of information processing systems.
• Innovative ability to look outside the small picture to ensure that the big picture is addressed to design solutions, implement and effectively communicate.
• Excellent written and oral communication.
• Strong interpersonal skills and professional maturity and confidence in communicating results with peers and various levels of management.
• Ability to support a fast paced work environment that requires the ability to support multiple tasks/projects.
• Ability to travel (Less than 10%)
• Effective demonstrated facilitation skills.
• Possesses organizational skills to multi-task and meet deadlines.
• Talent to learn new processes quickly and the ability to present content in a simplified manner.
• Ability to work quickly, efficiently, and accurately, working independently and with team members, associates, management and clients.
• Positive attitude to meet goals and objectives of department/company

BONUS POINTS:

• Demonstrated proficiency in multiple functional and/or performance areas preferred.
• Performance areas may include annuity administration, distribution administration, life insurance administration, delivery services, new business and customer service.
• Experience in technical training for technology areas such as business analysis or programming.

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. 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.

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