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Zurich Insurance · 1 month ago

Finance Automation & Analysis

Schaumburg, IL

Full-time

Hybrid

Mid, Senior Level

$71K/yr - $154K/yr

4+ years exp

Zurich North America is seeking an Analyst for their Finance Automation & Analysis team. The role involves building and maintaining Power BI dashboards, implementing process improvements, and leveraging advanced analytics to provide financial insights and support strategic initiatives.

Financial ServicesInsuranceProductivity Tools

Comp. & Benefits

No H1B

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 managementVerbal communicationWritten communication

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

Comprehensive employee benefits package

Company

Zurich Insurance

Glassdoor4.2

Zurich Insurance Group (Zurich) is a leading global multi-line insurer founded more than 150 years ago, which has grown into a business serving more than 75 million customers in more than 200 countries and territories, while delivering industry-leading total shareholder returns.

Founded in 1872

Zürich, Zurich, CHE

10001+ employees