Senior Finance Performance Analyst

Zurich 56 Company Ltd; Schaumburg (IL); Hybrid; USD 87,000 - 137,000; Full time

Benefits offered by this job

Hybrid work model (3 days in office, 2

Annual bonus eligibility (15% of base)

Job summary

Zurich Cover-More is seeking a Senior Performance Analyst – Expense Management to drive expense forecasting, governance and financial analysis across our global organization. You will partner with Finance teams, cost centre owners, and leaders to deliver accurate reporting and actionable insights.

The role focuses on supporting monthly forecasts, annual plans, and long-range outlooks, with variance analysis and strong data governance.

Qualifications

• Broad FP&A and expense management experience required.
• Strong budgeting, forecasting, and variance analysis skills.
• Advanced Excel and data analysis capabilities.
• Experience with Power BI, SAP, Hyperion, Anaplan, Planview or similar.
• Excellent stakeholder management and communication.

Responsibilities

• Partner with Finance teams and business stakeholders across regions to provide expense reporting, analysis, and forecasting.
• Support monthly forecasting, annual planning, and long-range expense outlook.
• Deliver variance analysis against budget, forecast, and prior-year performance with key drivers.
• Produce dashboards and presentations for senior leaders' decision-making.
• Assist cost centre owners in understanding and managing financial performance.
• Investigate unusual trends and resolve discrepancies to ensure data quality.
• Support cost allocation methodologies and intercompany charging processes.
• Review expense allocations and shared service charging across entities and regions.
• Ensure data accuracy in reporting and forecasting processes.
• Support month-end and quarter-end expense review with governance controls.
• Drive process improvements and automation to increase efficiency and insight.
• Build strong relationships across functions, regions, and levels of seniority.

Skills

FP&A

Expense Management

Financial Analysis

Budgeting & Forecasting

Stakeholder Management

Excel

Power BI

SAP

Hyperion

Anaplan

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

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

As a Senior Performance Analyst – Expense Management, you will play a key role in supporting expense forecasting, financial performance management, reporting, and governance across our global organization. Partnering with Finance teams, cost centre owners, and business leaders, you will provide actionable insights, ensure financial accuracy, and help drive accountability, transparency, and continuous improvement in expense management processes.

• 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.

What skills and experience you'll bring on this journey

Required Qualifications

• 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.

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%.