Finance Automation & Analysis jobs in United States
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Zurich North America · 14 hours ago

Finance Automation & Analysis

Zurich North America is seeking an Analyst – Finance Automation & Analysis for their Schaumburg, Illinois headquarters. The role involves building and maintaining enterprise Power BI dashboards, identifying process improvement opportunities, and leveraging advanced analytics to deliver actionable financial insights.

CommercialFinancial ServicesInsurance
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Comp. & Benefits
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Hiring Manager
Greg Rayser
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Responsibilities

Lead and support finance automation and process improvement initiatives leveraging Alteryx, AI agents, Power BI, power Automate, etc. to drive efficiency and accuracy across teams
Develop and implement innovative reporting solutions to provide deeper insights into performance trends and enhance strategic decision-making
Prepare and deliver clear, data-driven financial analyses and key messages to brief leadership teams on projected outcomes and business impacts of strategic initiatives
Monitor and track benefits for key initiatives, ensuring financial targets are met and providing transparent reporting on progress
Establish, document, and maintain a robust governance framework to ensure business initiatives are consistently subject to high standards of financial review and challenge
Collaborate with cross-functional teams, including data scientists and IT, to integrate automation and AI solutions into financial workflows for improved insight and decision support
Continuously seek out opportunities to optimize processes, stay current with emerging technologies, and champion a culture of innovation within the Finance organization

Qualification

Power BIAlteryxPower AutomateAI solutionsPower AppsPlanning/forecasting modelsInsurance industry experienceProject managementCommunication skills

Required

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
Completion of Zurich Finance Development Program, including a Bachelor's 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 AND
Experience with planning/forecasting models and Power BI or other visualization / scorecard tools
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 AND
Experience with planning/forecasting models and Power BI or other visualization / scorecard tools

Preferred

Strong Power BI, Alteryx, Power Automate, and/or Power Apps knowledge and experience
AI Agent build out experience in partnership with technology a plus
Experience building and maintaining dashboards
Project management experience
Insurance industry experience
Strong verbal and written communication skills

Benefits

Short-term incentive bonuses
Merit increases

Company

Zurich North America

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Zurich American Insurance is an international commercial property-casualty insurance provider. It is a sub-organization of Zurich Insurance Group.

Funding

Current Stage
Late Stage

Leadership Team

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James Bracken
Chief Financial Officer
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Ann Chai
Chief Risk Officer
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Company data provided by crunchbase