Lead Expense Analyst at Zurich Canada driving performance and optimizing financial management for enterprise expenses and technology investments. Collaborating with multiple teams to ensure alignment with business goals.
Responsibilities
Deliver timely and accurate monthly, quarterly, and annual expense reports and presentations with commentary and insights to a broad range of executive audiences
Partner with cost center leaders during annual business planning cycle and quarterly forecast cycles to develop operating expense budget and forecast
Partner with executive leaders including Head of Planning & Performance Management to provide data-driven insights to support operating expense optimization initiatives
Manage technology spend across CAPEX and OPEX, ensuring proper classification and alignment with asset life cycles and benefit realization while ensuring compliance with IFRS standards and group accounting policy
Manage all financial aspects of strategic project investments, including developing business case benefit models, tracking and reporting expenses against approved budgets and project KPIs, and ensuring project teams remain accountable to funding allocations
Drive automation and process improvements to enhance reporting efficiency and accuracy
Identify and implement enhancements to planning/forecasting tools, processes, and methodologies
Requirements
Advanced Microsoft Excel and financial modelling skills
Experience with ERP/Planning tools (SAP/Oracle/Anaplan) and Coupa
Deep understanding of IFRS and Group Accounting Policy for technology assets
Strong analytical and problem-solving skills with the ability to synthesize complex data
Detail-oriented, proactive, and comfortable working in a fast-paced environment
Excellent communication and stakeholder management skills
Proven ability to influence without authority and collaborate across functions
AN MBA and/or CPA designation is preferred but not mandatory
Knowledge of insurance P&C/Life business drivers impacting expense dynamics
Expertise in amortization schedules and cost‑benefit analysis for IT investments
Experience with cloud cost accounting and FinOps practices
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
Benefits
Health insurance
Comprehensive health/benefits plan with varying levels of coverage to suit specific needs
A minimum of four weeks of vacation per year
Four personal days per year to be used at discretion
Access to a comprehensive range of training and development opportunities
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