Senior Finance Performance Analyst

Zurich Cover-More; New York (NY); Hybrid; USD 87,000 - 137,000; Full time

Benefits offered by this job

Hybrid work model

Annual leave

Parental leave

Health plan

401(k) employer match

Job summary

Zurich Cover-More is seeking an experienced Senior FP&A professional to partner with Finance and regional heads to drive accurate expense reporting, forecasting, and performance reviews. You will own detailed variance analyses, build management dashboards, and advise cost centre owners on financial performance across the multinational group.

The role requires 6+ years in FP&A or related finance functions, strong Excel, and experience with planning/visualization tools.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 6+ years of FP&A, Expense Management, Financial Analysis, or related finance function.
• Strong experience managing budgets, forecasts, expense reporting, and financial performance reviews.
• Advanced Excel skills, including financial modelling, reconciliations, trend analysis, and large dataset management.
• Experience with planning, reporting, and visualization tools such as Power BI, SAP, Hyperion, Anaplan, Planview, or similar.
• Demonstrated ability to analyze complex financial data and translate insights into clear recommendations for stakeholders.

Responsibilities

• Partner with Finance teams and business stakeholders across regions to provide accurate expense reporting, analysis, and forecasting support.
• Support monthly forecasting, annual planning, and long-range expense outlook activities.
• Deliver detailed variance analysis against budget, forecast, and prior-year performance, identifying key drivers, risks, and opportunities.
• Produce management reports, dashboards, and presentations used by senior leaders for decision‑making.
• Act as a trusted advisor to cost centre owners by helping them understand and manage their financial performance.
• Investigate unusual trends, challenge assumptions, and resolve discrepancies to ensure high-quality financial information.
• Support the management and validation of global cost allocation methodologies and intercompany charging processes.
• Review expense allocations, recharge activities, and shared service charging arrangements across multiple entities and geographies.
• Ensure the accuracy, completeness, and integrity of financial data used in reporting and forecasting processes.
• Support month‑end and quarter‑end expense review activities while maintaining compliance with financial controls and governance requirements.
• Drive process improvements, reporting enhancements, and automation initiatives to improve efficiency and insight generation.
• Build strong working relationships with stakeholders across functions, regions, and levels of seniority to strengthen financial transparency and accountability.

Skills

Budgeting & Forecasting

Financial analysis

Stakeholder management

Attention to detail

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Professional accounting designation (CPA/CA/CMA/CGA/ACCA/CIMA) preferred

Tools

Power BI

SAP

Hyperion

Anaplan

Planview

Job description

Where will your career take you next? Let’s find out together.

At Zurich Cover-More, we’re proud to be one of the world’s leading travel insurance and assistance providers. Each year, we protect more than 20 million travellers worldwide, making sure we’re there every step of their journey with proactive care, personalised cover and specialist support. Zurich Cover-More partners with many of the world’s best-known brands, think major airlines, travel giants, top banks, credit card providers, and large retailers, to deliver more care, more cover, for all. Launched in December 2024, Zurich Cover-More is the global travel brand of Zurich Insurance Group, one of the world’s leading multi-line insurers. Our family of customer-facing brands includes trusted names like Travel Guard, Cover-More Travel Insurance, Travelex Insurance, Universal Assistance, World Travel Protection, Freely, and Blue Insurance. Together, we’re redefining what it means to travel safely and with confidence. Whether it’s a long-awaited holiday, a last-minute business trip, or an unexpected detour, we deliver in the moments that matter.

What You'll Be Doing

• Partner with Finance teams and business stakeholders across multiple regions to provide accurate expense reporting, analysis, and forecasting support.
• Support monthly forecasting, annual planning, and long-range expense outlook activities.
• Deliver detailed variance analysis against budget, forecast, and prior-year performance, identifying key drivers, risks, and opportunities.
• Produce management reports, dashboards, and presentations used by senior leaders for decision‑making.
• Act as a trusted advisor to cost centre owners by helping them understand and manage their financial performance.
• Investigate unusual trends, challenge assumptions, and resolve discrepancies to ensure high-quality financial information.
• Support the management and validation of global cost allocation methodologies and intercompany charging processes.
• Review expense allocations, recharge activities, and shared service charging arrangements across multiple entities and geographies.
• Ensure the accuracy, completeness, and integrity of financial data used in reporting and forecasting processes.
• Support month‑end and quarter‑end expense review activities while maintaining compliance with financial controls and governance requirements.
• Drive process improvements, reporting enhancements, and automation initiatives to improve efficiency and insight generation.
• Build strong working relationships with stakeholders across functions, regions, and levels of seniority to strengthen financial transparency and accountability.

Required Qualifications

What skills and experience you'll bring on this journey

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 6+ years of experience in Financial Planning & Analysis (FP&A), Expense Management, Financial Analysis, Performance Management, or a related finance function.
• Strong experience managing budgets, forecasts, expense reporting, and financial performance reviews.
• Advanced Excel skills, including financial modelling, reconciliations, trend analysis, and large dataset management.
• Experience working with planning, reporting, and visualization tools such as Power BI, SAP, Hyperion, Anaplan, Planview, or similar platforms.
• Demonstrated ability to analyze complex financial data and translate insights into clear recommendations for stakeholders.
• Strong stakeholder management, communication, and business partnering skills.
• Exceptional attention to detail with the ability to identify and resolve inconsistencies, anomalies, and data quality issues.

Preferred Qualifications

• Experience working within a multinational, matrixed, or global organization.
• Experience supporting shared services environments, cost allocation methodologies, intercompany charging, transfer pricing, or global recharge models.
• Insurance, financial services, or highly regulated industry experience.
• Experience supporting automation initiatives and process improvement projects.
• Professional accounting designation (CPA, CA, CMA, CGA, ACCA, CIMA or equivalent) preferred.

Why you’ll love working with us!

We value optimism, caring, togetherness, reliability, results-orientation, and forward-thinking.

We have more than 3000 employees worldwide. We are a global group of digital specialists, actuaries, marketers, doctors, nurses, case managers, claims specialists, finance experts, customer service and corporate services professionals. We share a global purpose to look after travellers, at every step of their journey.

Job flexibility.

We understand the importance of making sure that work fits into your life, not the other way around. Our hybrid approach ensures you can maintain work‑life balance with the flexibility of 3 days in the office and 2 days working from home.

Career growth.

This is an extremely exciting time for us at Zurich Cover-More, as we rapidly expand our business across the globe. We’re committed to helping our people thrive through a comprehensive onboarding experience, continuous professional development, and a supportive work environment that empowers growth at every stage of your career.

Take the time you need, for you and your community.

We encourage you to take the time you need when you need it. We offer regular annual and personal leave benefits along with volunteer leave and a comprehensive paid parental leave scheme.

Investing in your health and your future.

We offer a competitive high‑deductible health plan, EAP programs and access to health and well‑being activities along with 401(k) program with employer matching to help you plan for your future.

Diversity and inclusion.

We respect who you are and thoroughly embrace diversity. Wherever life has taken you, we welcome you to bring your whole self to work. Just be you – because that’s exactly who we’re looking for.

The combined salary range for this position is $87,200.00 - $136,700.00, with short-term incentive bonus eligibility set at 15%.