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Finance Automation & Analysis

128327

Zurich North America is seeking an Analyst – Finance Automation & Analysis for our Schaumburg, Illinois headquarters. At Zurich North America we acknowledge that work life-balance and flexibility are a priority when it comes to choosing your next career move. Designed with our employees' needs in mind, our hybrid work model emphasizes flexibility, allowing employees to conduct individual work in their preferred location, while facilitating in-person connections and collaborative activities when meaningful and valuable. While the model provides flexibility and autonomy, occasional circumstances requiring in-office attendance should be expected.

As a member of our Finance Automation and Analytics Team, you’ll build and maintain enterprise Power BI dashboards, identify and implement process improvement opportunities, and leverage advanced analytics—including AI-powered solutions—to deliver actionable financial insights. You’ll help develop innovative reporting tools and data-driven models to support Finance Business Partners in tracking KPIs and advancing strategic initiatives across all Market Facing Units and Functions.

Success in this role requires strong expertise in Power BI, Alteryx, Power Automate, Power Apps, and a keen interest in applying AI and automation to continuously improve financial processes.

Additional responsibilities include:

+ 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.

This role will be filled at either the Finance Automation Analyst I or Finance Automation Analyst II level. 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.

Basic Qualifications - Finance Automation Analyst:

+ Bachelor’s Degree and 4 or more years of experience in the Accounting or Finance areaOR

+ High School Diploma or Equivalent and 6 or more years of experience in the Accounting or Finance areaOR

+ Completion of Zurich Finance Development Program, including a Bachelor’s Degree and 2 or more years of experience in the Accounting or Finance areaOR

+ Zurich Certified Insurance Apprentice with 4 or more years of experience in the Accounting or Finance areaAND

+ Experience with planning/forecasting models and Power BI or other visualization / scorecard tools

OR

Basic Qualifications - Senior Finance Automation Analyst:

+ Bachelor’s Degree and 6 or more years of experience in the Accounting or Finance areaOR

+ High School Diploma or Equivalent and 8 or more years of experience in the Accounting or Finance areaOR

+ Zurich Certified Insurance Apprentice including Associate Degree and 6 or more years of experience in the Accounting or Finance areaAND

+ Experience with planning/forecasting models and Power BI or other visualization / scorecard tools

Preferred Qualifications:

+ 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

At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please clickhere (https://www.zurichna.com/careers/benefits) . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education.The combined salary range for this position is $71,100.00 - $154,000.00. The proposed salary range for the Finance Automation Analyst is $71,100.00 - $116,500.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Senior Finance Automation Analyst is $94,100.00 - $154,000.00, with short-term incentive bonus eligibility set at 15%.

As an insurance company, Zurich is subject to 18 U.S. Code § 1033.

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 clickhere (https://www.zurichna.com/careers) to learn more.

Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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

Remote Working: Hybrid

Schedule: Full Time

Employment Sponsorship Offered: No

Linkedin Recruiter Tag: #LI-GR1 #LI-ASSOCIATE #LI-HYBRID

EOE Disability / Veterans