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Business Performance Analyst, Finance or Accounting

87336

We are currently looking for a Performance Analyst to serve as a business partner for the teams within Zurich’s Middle Markets business unit, providing the insight, inspiration and financial discipline required to support delivery of strategic objectives and financial targets.

 

This Performance Analyst will work with the Middle Markets Leadership Team to analyze the financial results as well as help prepare the financial plan and forecast. An aspect of the role is Scenario modeling and providing recommendations and solutions to enable effective decision making with the aim of maximizing the performance of the business unit.

 

This individual will work to provide financial reporting and data analytics on a regular basis requiring current, Intermediate experience in Excel and PowerPoint. Additionally, the ideal candidate will be an individual that is a skilled Finance professional with a keen understanding of P&L, good communicator (both written and verbal), critical thinker with an analytical mindset, able to handle highly confidential information, who requires minimal supervision and able to lead some activities on projects where needed.

 

NOTE: this position can be based out of one of four preferred offices: Overland Park, Schaumburg, New York, or Omaha.This role will be filled at either the Business Performance Analyst Level I or Level 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.

 

This Performance Analyst will also:

 

  • Act as point of contact for all strategic initiatives for a region/segment, provide financial analysis and modeling.
  • Assist in preparation of key messages, reporting and financial analysis to brief leadership teams on projected outcome of specific initiatives.
  • Lead the production of all regular benefit tracking for key initiatives within the relevant region/segment to ensure delivery of financial targets.
  • Prepare analysis and commentary for all group project reporting requirements and be a first point of contact for all queries relating to financial projections to ensure all project deliverables are met
  • Execute the development of new reporting initiatives for the region/segment in order to provide additional, deeper insight on performance trends to facilitate enhanced decision making
  • Lead the production of profitability reporting on behalf of the region/segment, monitoring performance trends by product/ line of business to highlight any material under or over performances.
  • Develop and manage relationships with key stakeholders including business leadership and local finance teams to create smooth channels for communicating issues that may be of a sensitive nature.

 

 

Basic Qualifications Performance Analyst Level I: 

 

  • Bachelors 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
  • Completion of Zurich Finance Development Program, including a Bachelors Degree and 2 or more years of experience in the Accounting or Finance area
    OR
  • Zurich Certified Insurance Apprentice with 4 or more years of experience in the Accounting or Finance area

 

Basic Qualifications Level 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


Preferred:

  • Insurance industry experience
  • Project management experience
  • CPA, CPCU, CFA or CTP
  • Strong Microsoft Office experience
  • Strong verbal and written communication skills


As a condition of employment at Zurich, employees must adhere to our COVID-related health and safety protocols (https://www.zurichna.com/careers/faq), including, without limitation, a requirement that employees attest as to their vaccination status with a YES/NO, and upload proof of vaccination status, or negative COVID test results when allowable, to a third-party vendor. These are continuously re-evaluated and the requirements may change at any time.  
 
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.
 
As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers’ expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet 
 
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 - New York, AM - Overland Park, AM - Omaha
Remote Working: No
Schedule: Full Time
 
Linkedin Recruiter Tag: #LI-WL1 #LI-HYBRID 


Nearest Major Market: Chicago

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