Senior Expense Management Analyst

Are you looking for a caring, collaborative, values-driven workplace with inspiring teammates and leaders? Do you have the ambition and desire to be the best and thrive at the world's most impactful global insurance provider? Look no further than Zurich US.

If you have experience in expense management and financial analysis and are seeking a new challenge, we would love to hear from you.

Zurich US is currently looking for a Lead Expense Analyst to work within the Planning & Performance Management team, and to play a pivotal role in shaping how we manage enterprise expenses and investments. This isn’t just about tracking numbers — it’s about driving performance. You’ll deliver actionable insights, build dynamic financial models, and uncover efficiencies that make a real impact.

Reporting to the Director, Expense Management for Zurich US, you’ll lead planning, forecasting, and analysis of operational (OPEX) and capital (CAPEX, amortization, and more) expenditures, while ensuring IFRS compliant accounting treatment. In this highly visible role, you’ll collaborate with senior leadership across Business, Operations, Finance and HR to align financial objectives with business goals and influence decisions at the highest level.

This is a unique opportunity to build your knowledge and experience for the future in a supportive environment where your voice matters. This posting is for an existing vacancy.

Zurich follows a hybrid work model requiring three days per week of in-person presence.

What you will do:

• Deliver timely, executive‑ready monthly, quarterly and annual expense reports and presentations with clear insights and commentary.
• Communicate financial insights clearly and confidently to senior leaders to inform decisions and align on strategic priorities.
• Build and run a performance‑management framework to track progress against financial goals, including OIE/NWP and ROI metrics.
• Lead and support operating, strategic and profitability reviews for the business unit; surface actions and ensure follow‑through.
• Manage investment spend across CAPEX and OPEX, align with asset lifecycles and ensure correct classification and compliance.
• Perform detailed financial analysis to identify trends, risks and opportunities; translate analysis into actionable recommendations.
• Define data requirements and perform complex analyses to support cross‑functional initiatives, projects and ad hoc requests.
• Partner with peers to provide data‑driven insights for operating expense optimisation and to unlock efficiencies.

Job Qualifications - What you bring to the table

Basic Qualifications:

• Bachelors 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

Preferred Qualifications: 

• AN MBA and/or CPA designation is preferred but not mandatory.
• Knowledge of insurance (P&C/Life business) expense drivers and unit economics.
• Expertise in analytics, cost‑benefit analysis and automation of non‑value‑add tasks.
• Advanced Excel and financial modelling skills; proven analytical problem solving and the ability to synthesise complex data.
• Experience with ERP/planning tools (SAP/Oracle/Anaplan) and Coupa; comfortable driving tool and process enhancements.
• Strong understanding of IFRS standards and investment accounting (CAPEX/OPEX/amortization).
• Excellent communication and stakeholder management; ability to influence without authority and collaborate across functions.
• Detail oriented, proactive and able to manage multiple priorities in a fast paced environment.

We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here.]

Why Zurich?

At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®.

Join us for a brighter future—for yourself and our customers.

Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.

Zurich complies with 18 U.S. Code § 1033.

Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.

Location(s): AM - Schaumburg, AM - Chicago, AM - New York
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered: No  
 
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