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Consultant or Senior Consultant for Expense Planning & Insights


Zurich is looking for a Consultant or Senior Consultant for Expense Planning & Insights to join our Zurich North America Headquarters in Schaumburg, IL. 

This role will have the opportunity to work on key projects that use expense data to drive effective strategic and operational decision-making. The consultant will partner with one or more of our Functions to provide timely expense reporting, forecasting and insights. This is a great opportunity to sharpen problem-solving and influencing skills, while engaging with a variety of senior ZNA stakeholders.

This role will be filled at either the Consultant or Senior Consultant 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.

Key Accountabilities of the position include: 


  • Contributing to Function planning, budget, accounting, and providing expense reporting and analysis to Function leadership
  • Building scenario analyses and communicating impact of plan sensitivities
  • Serving as trusted thought partner with Finance leadership on strategic, ZNA-level projects (e.g., financial target setting, forecast driver trends, expense allocations)
  • Developing ExCo presentations, and synthesizing performance drivers and trends
  • Delivering on Group reporting requirements
  • Conducting competitive analysis to determine expense trends in the industry and marketplace

Basic Qualifications for this role are as follows:



  • Bachelor’s Degree and 4 or more years of experience in the Accounting, Finance, Strategy, or Operations areas
  • High School Diploma or Equivalent and 6 or more years of experience in the Accounting or Finance area
  • Completion of Zurich Finance Development Program, including a Bachelor’s Degree and 2 or more years of experience in the Accounting or Finance area
  • Zurich Certified Insurance Apprentice with 4 or more years of experience in the Accounting or Finance area

Preferred Qualifications: 

  • Strong verbal and written communication skills
  • Ability to solve complex problems and provide actionable solutions
  • Ability to analyze financial statements and quantitative data
  • Strong Microsoft Office experience

Senior Consultant: 

  • Bachelor’s 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
  • Experience with planning/forecasting models and Power BI or other visualization / scorecard tools
  • Project management experience

As a condition of employment at Zurich, employees must adhere to our COVID-related health and safety protocols (, including, without limitation, a requirement that employees attest as to their vaccination status with a YES/NO, and upload proof of vaccination status, or negative COVID test results when allowable, to a third-party vendor. These are continuously re-evaluated and the requirements may change at any time.  
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 click here to learn more.
As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers’ expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet 
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: No
Schedule: Full Time
Linkedin Recruiter Tag: #LI-AK1 

Nearest Major Market: Chicago

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