Finance Manager – Commercial Strategy, Pricing

Zinnia Wealth Management

Finance Manager responsible for pricing strategies and profitability assessment at Zinnia. Collaborating with business leaders to drive revenue planning and strategic initiatives.

Posted 5/12/2026full-timeGreenwich • Connecticut • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $135,000 per yearWebsite

About the role

Key responsibilities & impact

Perform data-driven financial modeling and scenario analysis
Develop and maintain pricing models
Work closely with corporate development, sales, marketing, and tech teams
Develop and maintain revenue KPIs
Monitor industry trends and competitive pricing strategies
Analyze client and product profitability
Assist in preparing reports and presentations for senior management
Support annual budgeting and forecasting processes

Requirements

What you’ll need

4+ years of experience, including investment banking and/or financial modeling
Bachelor’s degree preferably in finance or accounting
Excellent analytical, problem-solving, and presentation skills including advanced Microsoft Office Suite skills (Excel, Word, PowerPoint)
Proven ability to work independently and collaboratively as part of a team
Strong business acumen and understanding of key drivers of business performance
Detail-oriented with the ability to manage multiple work streams and adjust priorities as needed
Strong knowledge of technology, software, and data & analytics sectors preferred, life insurance industry knowledge a plus

Benefits

Comp & perks

health/dental insurance
parental leave
401(k)
incentive/bonus opportunity
tuition reimbursement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingscenario analysispricing modelsrevenue KPIsclient profitability analysisproduct profitability analysisbudgetingforecasting

Soft Skills

analytical skillsproblem-solving skillspresentation skillsability to work independentlycollaborative skillsbusiness acumendetail-orientedability to manage multiple work streamsadjusting priorities

Certifications

Bachelor’s degree in financeBachelor’s degree in accounting