Senior Performance Analyst (level I or II)

Zurich North America; New York (NY); Hybrid; USD 71,000 - 154,000; Full time

Job summary

Zurich North America seeks a Senior Performance Analyst to join their Finance Business Performance Management Team. This role emphasizes a consulting mindset, focusing on financial modeling, business insights, and collaboration for strategic decision-making. Candidates should possess strong analytical skills, effective communication, and the ability to influence company strategy through their recommendations.

Qualifications

• Experience in Accounting or Finance area essential.
• Zurich Certified Insurance Apprentice can substitute college education.
• 2-4 years experience in management consulting or strategic finance is preferred.

Responsibilities

• Partner with business leaders for financial insights and recommendations.
• Analyze performance trends and identify risks/opportunities.
• Prepare presentations and reports for executive audiences.

Skills

Analytical skills

Verbal communication

Written communication

Stakeholder engagement

Strategic problem-solving

Education

Bachelor’s Degree

High School Diploma or Equivalent

Tools

Power BI

General ledger tools

Job description

Senior Performance Analyst (level I or II)

Join to apply for the Senior Performance Analyst (level I or II) role at Zurich North America

Senior Performance Analyst (level I or II)

Join to apply for the Senior Performance Analyst (level I or II) role at Zurich North America

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Zurich North America is currently seeking a Senior Performance Analyst (Level I or II) who brings a consulting mindset and strategic orientation to financial analysis to join our Finance Business Performance Management Team. Rather than focusing on traditional accounting tasks, this role is about business partnering, building financial models, supporting decision-making, and developing insights that influence company strategy.

We are offering the flexibility to work out of our Schaumburg Headquarters, our Chicago Downtown office, or our New York City office, as well as hybrid combined with working remotely. You will collaborate with your manager to set a schedule that supports you, our customers, and the team.

Key Responsibilities as Senior Performance Analyst include:

• Partner with business leaders across departments to provide financial insights and recommendations.
• Analyze business performance trends and key financial drivers, identifying risks and opportunities.
• Support forecasting and planning processes across the company, communicating timelines, requirements and acting as point of contact.
• Conduct financial modeling and scenario analysis to support strategic initiatives and business cases.
• Prepare presentations and reports to support strategic planning and performance management to a broad range of executive audiences (e.g., North American Executive Committee, Finance Leadership team, Group Planning & Performance Management).
• Help enhance and automate FP&A tools, processes, and management insights capabilities.
  
  

This role will be filled at either the Senior Performance Analyst (Level I or II). The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position.

Basic Qualifications for the Senior Performance Analyst I:

• Bachelor’s Degree and 4 or more years of experience in the Accounting or Finance area OR
• High School Diploma or Equivalent and 6 or more years of experience in the Accounting or Finance area OR
• Zurich Certified Insurance Apprentice including Associate’s Degree and 4 or more years of experience in the Accounting or Finance area AND
• Experience with accounting and financial reporting, general ledger and reporting tools
  
  

OR

Basic Qualifications for Senior Performance Analyst II:

• 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
• Experience with planning/forecasting models and Power BI or other visualization / scorecard tools
  
  

Preferred Qualifications:

• Strong verbal and written communication skills
• Strong analytical skills and ability to process complex data, identify trends, and ensure accuracy
• Curiosity, proactivity, and interconnected thinking
• Ability to thrive in a fast-paced, evolving environment with a strong attention to detail
• Proven consulting skills, including stakeholder engagement, strategic problem-solving, and delivering actionable insights to senior leadership
• 2-4 years of experience in management consulting, corporate strategy, or a strategic finance/FP&A role
• Insurance industry experience
• CFA candidacy a plus but not required
  
  

At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The combined salary range for this position is $71,100.00 -$154,000.00. The proposed salary range for the Level I is $71,100.00 -$116,500.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Level II is $94,100.00 -$154,000.00, with short-term incentive bonus eligibility set at 15%.

As an insurance company, Zurich is subject to 18 U.S. Code

• 1033.
  
  

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more.

Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

Location(s): AM - Schaumburg, AM - Chicago, AM - New York

Remote Working: Hybrid

Schedule: Full Time

Employment Sponsorship Offered: No

Linkedin Recruiter Tag:

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Insurance and Financial Services

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