Head of Expense Strategy and Performance Management jobs in United States
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Zurich North America · 5 days ago

Head of Expense Strategy and Performance Management

Zurich North America is seeking a Head of Enterprise Expense Strategy & Performance Management to lead financial stewardship and optimization of direct expenses. This high-impact leadership role involves shaping the expense strategy in alignment with growth objectives and partnering with various leaders to ensure expense investments meet strategic priorities.

CommercialFinancial ServicesInsurance
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Comp. & Benefits
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Hiring Manager
Greg Rayser
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Responsibilities

Own the enterprise-wide direct expense strategy, ensuring alignment with financial plan, portfolio priorities, and growth objectives
Translate strategic priorities into clear expense guardrails, targets, and investment trade-offs. Bring forward insights to continuously improve efficiency, productivity, and return on investment
Monitor expense trends, benchmarks, and best practices across the insurance industry and broader financial services market
Lead, coach, and develop a high-performing team of financial analysts partnering with Business Units and Functions
Foster a culture of accountability, insight-driven decision-making, and enterprise thinking
Oversee expense planning, budgeting, forecasting, and variance analysis across the enterprise
Ensure consistent governance, data quality, and transparency of expense information and reporting
Assess the effectiveness of existing expense management policies and frameworks and recommend enhancements to strengthen discipline, flexibility, and strategic alignment
Act as a trusted advisor to Business, Functional, and Finance leadership on expense decisions, trade-offs, and optimization opportunities
Support the Executive Committee in delivering plan commitments and achieving enterprise expense targets

Qualification

Financial AnalysisExpense PlanningPerformance ManagementStrategic Problem-SolvingStakeholder ManagementPeople ManagementTeam DevelopmentExecutive PresenceCommunication SkillsOrganizational SkillsCollaboration

Required

Bachelors Degree and 10 or more years of experience in the Financial Analysis or Reporting area
Experience providing strategic financial insight and consultation to business leadership
People management experience

Preferred

Proven experience managing and analyzing expense planning, forecasting and performance management across a large, diversified enterprise
Advanced financial analysis, strategic problem-solving, and decision-support capabilities
Strong executive presence with the ability to influence without authority
Insurance or financial services industry experience with strong commercial acumen
Track record of driving change, transformation, and improved financial discipline
Experience building inclusive, collaborative, and high-performing teams
Exceptional communication, stakeholder management, and organizational skills

Benefits

Competitive pay
Comprehensive benefits for employees and their families
Short-term incentive bonus eligibility set at 25%

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