Finance Automation & Analysis

Zurich North America • Schaumburg, IL

3d • Hybrid

About The Position

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.

Requirements

• Basic Qualifications - Finance Automation Analyst: Bachelor’s Degree and 4 or more years of experience in the Accounting or Finance area OR High School Diploma or Equivalent and 6 or more years of experience in the Accounting or Finance area OR Completion of Zurich Finance Development Program, including a Bachelor’s Degree and 2 or more years of experience in the Accounting or Finance area OR Zurich Certified Insurance Apprentice with 4 or more years of experience in the Accounting or Finance area AND 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 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 AND Experience with planning/forecasting models and Power BI or other visualization / scorecard tools

Nice To Haves

• 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

Responsibilities

• 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.

Benefits

• Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation.
• Additional rewards may encompass short-term incentive bonuses and merit increases.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees