Financial Analyst I

2 - 6 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As the leading technology platform for accelerating life and annuities growth, Zinnia simplifies the experience of buying, selling, and administering insurance products, ultimately enabling more people to protect their financial futures. With over $180 billion in assets under administration, serving 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders, our success is driven by a commitment to three core values: be bold, team up, deliver value and that we do. As a part of our team, you will be responsible for communicating with customers for collections and follow-up for overdue outstanding balances and adjustments, processing AR adjustments and customer refunds, managing Month End activities, preparing reports to monitor process health and taking corrective actions, performing UAT testing for transition projects and system upgrades, maintaining a high degree of satisfaction with internal customers, and promoting a culture of continuous process improvement. To excel in this role, you should possess strong written and verbal communication skills, experience in communicating with North American customers for collections and support, ability to build positive relationships with global personnel, a strong customer service focus, a high sense of urgency, a cheerful outlook under pressure, a Bachelor's degree in accounting/finance, 2 to 3 years of relevant experience, knowledge and experience working with NetSuite, proficiency in Microsoft Excel and reporting, and a good understanding of accounting concepts. This position offers you the opportunity to work in a dynamic multinational environment, contribute to global team efforts, and grow professionally while ensuring compliance with Corporate and Local credit policies and other compliance requirements. You will be expected to work in the US Shift (Eastern Time Zone) from 4:00 PM IST to 1:00 AM IST on all working days (Monday to Friday).,

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