Senior FP&A Analyst

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

Benefits offered by this job

Bonus eligibility 15%

Hybrid schedule

Job summary

Zurich in North America seeks a Senior FP&A Analyst to join the Resilience Solutions US Finance team in Schaumburg. This hybrid role partners with the Head of Finance to deliver timely financial insights, support budgeting, forecasting, and performance analysis, and tell a compelling financial story to senior leaders.

You will build strong analyses, develop messages and reports, and contribute to planning, forecasting, and ad hoc projects.

Qualifications

• Bachelor's degree in Finance or Accounting with 6+ years in Accounting or Finance.
• High School Diploma with 8+ years in Accounting or Finance.
• Zurich Certified Insurance Apprentice with associate degree and 6+ years in Finance.

Responsibilities

• Communicate complex financial information and insights to business partners across functions.
• Prepare key messages, reports and analyses to deliver insights to management.
• Support planning and forecasting, explain changes and impacts with leadership.
• Provide advanced financial analysis and modeling.
• Monitor progress relative to business/operational plans.

Skills

Excel

PowerPoint

P&L

Education

Bachelor's Degree in Finance or Accounting

High School Diploma or Equivalent

Zurich Certified Insurance Apprentice including associate degree

Tools

Power BI

SAP

BPC

Job description

We are currently seeking an inquisitive Senior FP&A Analyst to join the Zurich Resilience Solutions (ZRS) US Finance team. This role plays a critical part in delivering timely, accurate, and actionable financial insights that support strategic decision-making and drive business performance.

The individual will work with the Head of Finance and ZRS leadership team to provide support and advice to help deliver on strategic priorities. This position reports to the Head of Finance.

This role has a hybrid schedule with 3 days a week presence in the Schaumburg Headquarters.

As a key financial partner, you will collaborate across segments and leadership to ensure alignment of financial goals with business objectives. This role will support budgeting, forecasting and performance analysis. In addition, it will support ad hoc requests, projects and cross-train with other members of the team.

The ideal candidate will have intermediate experience in Excel and PowerPoint and a strong understanding of finance and a P&L statement. Other skills include good communication (both written and verbal) and critical thinking with an analytical mindset.

In this role you will be responsible for:

• Communicating complex financial information and insights to business partners across multiple functions.
• Prepare key messages, reports and financial analyses to deliver insights to management teams.
• Supporting the planning and forecasting process and collaborating with business unit leadership to explain changes and impacts.
• Providing advanced financial analysis and modeling.
• Monitor/review business progress relative to business/operational plans.
• Evaluate key projects/initiatives to determine if key deliverables are being met.
• Identifying gaps in analysis and additional analyses that should be conducted.
• Apply industry knowledge to own work and bring knowledge to bear with other analysts.
• Developing written communications that convey analyses and insights in a cohesive story.
• Defining data requirements and identifying appropriate sources.
• Build rapport with stakeholders/senior executives and tell a compelling story of results
• Participating in training and development of new hires.

Senior Performance Analyst 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:

• Insurance industry experience
• Bachelors Degree in Finance or Accounting
• Knowledgeable of P&L
• Project management experience
• CPA, CPCU, CFA or CTP
• Strong Microsoft Office experience
• Strong verbal and written communication skills
• Experience using Power BI, SAP, and BPC
• Experience navigating co-pilot successfully

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 proposed salary range for the Senior Performance Analyst 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