Lead Expense Analyst at Zurich US managing financial performance and enterprise expenses analysis. Collaborating with senior leadership to align financial objectives with business goals under a hybrid work model.
Responsibilities
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.
Requirements
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
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.
Benefits
Competitive pay and comprehensive benefits for employees and their families
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