Finance Analytics Specialist

Zurich NA; Schaumburg (IL); Hybrid; USD 73,000 - 119,000; Full time

Benefits offered by this job

Bonuses

Merit increases

Comprehensive benefits

Job summary

Zurich North America seeks a Finance Analytics Specialist to join the Claims Finance team in Schaumburg, IL. You will create financial presentations and models for strategic initiatives across business units, and develop dashboards to deepen insights into claim operations.

You will also automate reporting, forecast staffing needs, and explain ULAE results while partnering with leadership to inform management decisions.

Qualifications

• Bachelor’s Degree with 4+ years in Accounting or Finance, or equivalent experience.
• Alternative: High School Diploma with 6+ years in Accounting or Finance.
• Completion of Zurich Finance Development Program with related experience.
• Zurich Certified Insurance Apprentice with related experience.

Responsibilities

• Create financial presentations and models for strategic projects across business units.
• Develop dashboards and reports to analyze claim operations and outcomes.
• Maintain and improve claims dashboards and automate reporting.
• Create claim staffing models and forecast future staffing needs.
• Explain ULAE results and improve allocation processes.
• Provide ULAE rates for planning and forecasting; collaborate with leadership.
• Communicate complex financial information to business partners across functions.
• Prepare messages, reports, and analyses for management teams.

Skills

Insurance industry experience

Project management

Microsoft Office

SQL

Power BI

Communication skills

Education

Bachelor’s Degree or higher in Finance/Accounting

High School Diploma + 6+ years in Finance/Accounting

Zurich Finance Development Program

Zurich Certified Insurance Apprentice

Job description

Zurich North America is currently seeking an intellectually curious Finance Analytics Specialist to join the Claims Finance team, located at our North American headquarters in Schaumburg, Illinois.

The Financial Consultant is responsible for the creation of key financial presentations and models for strategic projects. This role spans across all our diverse business units and lines of business.

Additional responsibilities may include:

• Providing advanced financial analysis and modeling.
• Developing dashboards and reports that provide deeper insights of claim operations and outcomes.
• Maintaining and improving existing claims dashboards and automating reporting.
• Creating claim staffing models and forecasting future staffing needs.
• Driving transparency and understanding of Unallocated Loss Adjustment Expense (ULAE) results and implementing enhancements to the ULAE allocation process when necessary.
• Supporting the planning and forecasting process through providing ULAE allocation rates and collaborating with business unit leadership to explain changes and impacts.
• Communicating complex financial information and insights to business partners across multiple functions.
• Prepare key messages, reports and financial analyses to inform management teams of expected outcomes for specific initiatives.

Basic Qualifications:

• Bachelor’s Degree and 4 or more years of experience in the Accounting or Finance area OR
• High School Diploma or Equivalent and 6 or more years of experience in the Accounting or Finance area OR
• Completion of Zurich Finance Development Program, including a Bachelor’s Degree and 2 or more years of experience in the Accounting or Finance area OR
• Zurich Certified Insurance Apprentice with 4 or more years of experience in the Accounting or Finance area

Preferred Qualifications:

• Insurance industry experience
• Project management experience
• Strong Microsoft Office experience
• Experience with SQL or related
• Data visualization experience in PBI or related
• Strong verbal and written communication skills

Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The proposed Salary range for this position is $72,500.00 - $118,700.00, with short-term incentive bonus eligibility set at 10%.

We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here.]

Why Zurich?

At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®.

Join us for a brighter future—for yourself and our customers.

Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.

Zurich complies with 18 U.S. Code

• 1033.

Location(s): AM - Schaumburg

Remote Working: Hybrid

Schedule: Full Time

Employment Sponsorship Offered: No