Senior Financial Analyst

Zurich; Chicago (IL); Hybrid; USD 96,000 - 157,000; Full time

Job summary

Zurich North America is seeking a Senior Financial Analyst to design, develop, and maintain a planning and forecasting solution in Anaplan. Hybrid work from Schaumburg, IL or Chicago, with remote flexibility, supporting financial forecasting, scenario modeling, and performance management.

Responsibilities include modeling architecture, translating requirements, building dashboards, integrating with finance systems, and presenting insights to stakeholders.

Qualifications

• Bachelor’s degree with 6+ years in Accounting or Finance.
• Translate business needs into functional models.
• Strong communication and MS Office skills.

Responsibilities

• Design and develop Anaplan architecture for scalable models.
• Translate business needs into functional models.
• Build Anaplan models, modules, dashboards, calculations.
• Support data integration with finance systems.
• Present insights and trends to stakeholders.
• Assist deployments, UAT testing, and documentation.
• Collaborate with Finance on planning and forecasting.
• Explain model design and outputs to non-technical audiences.

Skills

Anaplan

Forecasting

Project management

Microsoft Office

Communication

Planning systems

Education

Bachelor's in Accounting or Finance

High School Diploma or equivalent

Zurich Apprentice/Associate Degree

Tools

MS Excel

Job description

Senior Financial Analyst – Zurich North America

Zurich North America is currently looking for a Senior Financial Analyst to support the design, development, and ongoing maintenance of a planning & forecasting solution in Anaplan. This role will play a critical part in implementing and future support of a scalable, driver-based planning platform supporting financial forecasting, scenario modeling, and performance management across the organization. While this position will be based out of our Schaumburg, Illinois or our office in Chicago, IL, we are offering the flexibility to work both in the office and remotely. You will collaborate with your manager to set a schedule that supports you, your customers, and the team.

The Senior Financial Analyst responsibilities include:

• Design and develop Anaplan solution architecture ensuring scalability, performance, and maintainability
• Translate business requirements into functional and technical model designs
• Design and develop Anaplan models, modules, dashboards, and calculations aligned with business requirements
• Support integration with upstream/downstream systems (e.g., data hubs, finance systems)
• Communicate analytical insights, trends and patterns to various stakeholders
• Support model deployments, testing (UAT), and documentation of solutions
• Partner with Finance and business stakeholders to support planning, forecasting, and scenario modeling processes
• Communicate model design, model assumptions, outputs, and insights to non‑technical stakeholders

Basic Qualifications:

• Bachelors Degree and 6 or more years of experience in the Accounting or Finance area
• High School Diploma or Equivalent and 8 or more years of experience in the Accounting or Finance area
• Zurich Certified Insurance Apprentice including Associate Degree and 6 or more years of experience in the Accounting or Finance area

Preferred Qualifications:

• Experience in finance, including support for financial planning, budgeting, and rolling forecast processes
• Project management experience
• Strong Microsoft Office experience
• Strong verbal and written communication skills
• Familiarity with other planning and forecasting systems (e.g. BPC, EPM, or similar tools)

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 pay range shown is a national average and may vary by location. The proposed Salary range for this position is $95,900.00 - $157,000.00, with short-term incentive bonus eligibility set at 15%.

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