Senior Financial Analyst

US National Accounts Finance team, strives to drive business performance across the Strategic business units(SBUs) and lines of businesses.

We partner with the SBUs enabling them to serve our customers better, create positive impact and define and execute business strategy tied with financial plans.

We also support our Shared service units (SSUs) to run efficient and effective operations.

As the Senior Financial Analyst in the team, you will collaborate with SBU teams, their finance and technical directors and other cross-functional teams to analyze financial data, identify trends, and provide actionable recommendations that contribute to profitable business growth.

You will prepare comprehensive financial reports, including variance analysis and performance metrics, to provide insights into business performance and assist in the development and enhancement of financial models to support strategic initiatives and scenario planning.

You will also participate in the month-end / quarter-end closing processes, ensuring accuracy and compliance with our standards and requirements and contribute to the improvement of financial processes and systems to enhance efficiency and accuracy.

You will be joining a vibrant, diverse, dynamic, and agile team that gives you great opportunities to make an impact, learn and grow and be purpose driven.

Important to your success let’s grow together :

• Strong communication skills and ability to tell a story with numbers. Having a strategic, creative, and problem-solving mindset.
• Excellent analytical skills with the ability to translate complex data into actionable insights.
• Experience working with raw data and large data sets.
• Detail-oriented, proactive, and able to meet deadlines in a fast-paced work environment.
• Digital skill sets analytics, visualization, modelling and planning tools. Experience or expertise to actuarial, general ledger areas is a plus.
• Minimum 6 years of previous experience in a similar role working in Insurance industry.
• Degree in Finance, Accounting, or a related field with MBA, CA, CFA, CPA, or CIMA qualifications.

What would a day in your new professional life look like. It would change at different times of the year, and you would be doing one or more of the following :

• Ideation, strategic and planning discussions with your teammates and Head of Finance for US NA.
• Develop written communications (e.g., PowerPoint, MD&A) that convey a cohesive story, including development of analysis and commentary, to a broad range of executive audiences.
• Participate in projects and initiatives, drive ideas and have some fun and satisfaction in the process.
• Lead / Support the preparation of key messages, financial analysis to brief executive leadership teams on actual and projected financial results
• Communicating timelines, requirements and acting as the first point of contact for forecasting and planning activities for your SBU or Market basket.
• Coordinate the collection, consolidation, and review of planning inputs from the business units.
• Prepare analysis and commentary for all reporting requirements and be a first point of contact for all queries relating to financial projections to ensure forecasting and planning deliverables are met.
• Conduct recurring and ad hoc analyses to help Finance leadership understand performance drivers for over / under-performance against the forecast and / or Plan.

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
• 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 any COVID-related health and safety protocols in place at that time ().