Finance Automation & Analysis

Zurich North America is seeking an Analyst – Finance Automation & Analysis for our Schaumburg, Illinois headquarters.

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.

• 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 constantly reviewed against 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.

• Bachelor’s Degree and 4+ years of experience in Accounting or Finance, or equivalent educational/experience combinations listed below.
• Proficiency in Power BI, Alteryx, Power Automate, and/or Power Apps; experience with planning/forecasting models and visualization tools.
• Strong analytical, problem‑solving, and communication skills.
• Experience building and maintaining dashboards and reporting solutions.
• Project management experience and familiarity with insurance industry processes is a plus.
• Knowledge of AI agent build‑out and automation technologies is desirable.

Basic Qualifications – Finance Automation Analyst:

• Bachelor’s Degree and 4+ years of experience in Accounting or Finance.
• High School Diploma or Equivalent and 6+ years of experience in Accounting or Finance.
• Completion of Zurich Finance Development Program, including a Bachelor’s Degree and 2+ years of experience in Accounting or Finance.
• Zurich Certified Insurance Apprentice with 4+ years of Experience in Accounting or Finance.
• Experience with planning/forecasting models and Power BI or other visualization/scorecard tools.

Basic Qualifications – Senior Finance Automation Analyst:

• Bachelor’s Degree and 6+ years of experience in Accounting or Finance.
• High School Diploma or Equivalent and 8+ years of experience in Accounting or Finance.
• Zurich Certified Insurance Apprentice including Associate Degree and 6+ years of experience in Accounting or Finance.
• Experience with planning/forecasting models and Power BI or other visualization/scorecard tools.

Salary range: $71,100 – $154,000 (varies by level). Short‑term incentive bonus eligibility: 10–15%.

Benefits include health, dental, vision, retirement, and other comprehensive employee benefits. More details are available on request.

• Location:
  
  AM – Schaumburg, IL
• Work Model:
  Hybrid
• Schedule:
  
  Full Time
• Employment Sponsorship Offered:
  No

Zurich 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.