Senior Financial Analyst

Zurich North America; Schaumburg (IL); Hybrid; USD 95,900 - 157,000; Full time

Benefits offered by this job

Competitive pay

Bonuses and merit increases

Comprehensive benefits for employees and families

Job summary

Zurich North America is seeking a Senior Financial Analyst to design and maintain a planning and forecasting solution using Anaplan. This role is critical in implementing a scalable, driver-based planning platform to support financial forecasting across the organization.

The position is located in Schaumburg, Illinois, offering hybrid work flexibility. Candidates should have a Bachelor's Degree and extensive experience in finance, along with strong project management and communication skills.

Qualifications

• 6+ years of experience in the Accounting or Finance area.
• Familiarity with planning and forecasting systems like BPC or EPM.
• Strong verbal and written communication skills.

Responsibilities

• Design and develop Anaplan solution architecture ensuring scalability.
• Translate business requirements into functional and technical model designs.
• Support integration with upstream/downstream systems.

Skills

Financial Planning

Budgeting

Scenario Modeling

Project Management

Microsoft Office

Communication Skills

Education

Bachelor's Degree in Accounting or Finance

Zurich Certified Insurance Apprentice with Associate Degree

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 supporting a scalable, driver‑based planning platform that supports financial forecasting, scenario modeling, and performance management across the organization. The position is based in Schaumburg, Illinois or Chicago, IL, and offers 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.

Responsibilities

• 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, assumptions, outputs, and insights to non‑technical stakeholders.

Basic Qualifications

• Bachelor's 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).

Compensation and Benefits

Your pay at Zurich is based on your role, location, skills, and experience. You may also be eligible for bonuses and merit increases. 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.]

Equal Opportunity Employer

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.

Location(s): AM - Schaumburg
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered: No