Senior Financial Analyst

Talentify; Schaumburg (IL); Hybrid; USD 96,000 - 157,000; Full time

Benefits offered by this job

Total Rewards benefits

Hybrid work arrangement

Job summary

Zurich North America is seeking a Senior Financial Analyst to design, develop, and maintain an Anaplan planning and forecasting solution supporting financial forecasting, scenario modeling, and performance management. Role can be based in Schaumburg, IL or Chicago, IL with hybrid/remote flexibility.

You will translate business requirements into models, build dashboards, and ensure data integration with finance systems. Strong communication and project management skills are essential.

Qualifications

• Bachelor's degree in finance or accounting with 6+ years of experience OR a high school diploma with 8+ years in finance/accounting
• Zurich Certified Insurance Apprentice including Associate Degree and 6+ years in finance/accounting
• Experience in planning and forecasting systems, including BPC/EPM or similar tools

Responsibilities

• Design and develop Anaplan solution architecture for scalable planning and forecasting
• Translate business requirements into functional and technical model designs
• Build Anaplan models, modules, dashboards, and calculations aligned with business needs
• Support integration with upstream/downstream systems (data hubs, finance systems)
• Communicate insights, trends and patterns to stakeholders
• Support model deployments, testing (UAT), and documentation
• Partner with finance and stakeholders to support planning, forecasting, and scenario modeling
• Explain model design, assumptions, outputs and insights to non-technical stakeholders

Skills

Analytical thinking

Communication skills

Project management

Financial planning

Education

Bachelor's degree in Finance/Accounting

High School Diploma or equivalent

Zurich Certified Insurance Apprentice incl. Associate Degree

Tools

Anaplan

BPC

EPM

Job description

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
  OR
• High School Diploma or Equivalent and 8 or more years of experience in the Accounting or Finance area
  OR
• 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.

Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.

Location(s): AM - Schaumburg
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-GR1 #LI-ASSOCIATE #LI-HYBRID