Senior Financial Planning Strategist

1 week ago


Anoka, Minnesota, United States Zurich Insurance Company Ltd Full time

Zurich North America is seeking a Senior Financial Planning & Performance Management Consultant for our Crop Business Unit. This position is pivotal in enhancing and scrutinizing the financial outcomes for the Crop Business Unit. The consultant will provide strategic advice and insights to the leadership team and stakeholders, facilitating analysis, reporting, planning, and forecasting to aid in the formulation and implementation of the financial strategy.

This role reports directly to the Head of Crop Finance. The ideal candidate will have the flexibility to work from various locations.

Key Responsibilities:

  • Lead the development of financial plans and forecasts for the Crop sector, collaborating with leaders across the organization.
  • Evaluate significant industry drivers and trends, presenting comprehensive findings to senior management.
  • Establish performance management frameworks and enforce measurement standards across different functions.
  • Act as a strategic advisor and financial modeling specialist for critical Crop initiatives.

Basic Qualifications:

Senior Financial Planning & Performance Management Consultant I:

  • Bachelor's Degree with a minimum of 4 years of experience in Accounting or Finance
    OR
  • High School Diploma or Equivalent with at least 6 years of experience in Accounting or Finance
    OR
  • Completion of Zurich Finance Development Program, including a Bachelor's Degree and 2 years of experience in Accounting or Finance
    OR
  • Zurich Certified Insurance Apprentice with 4 years of experience in Accounting or Finance
    AND
  • Proficiency in planning/forecasting models and visualization tools such as Power BI.

OR

Senior Financial Planning & Performance Management Consultant II:

  • Bachelor's Degree with a minimum of 6 years of experience in Accounting or Finance
    OR
  • High School Diploma or Equivalent with at least 8 years of experience in Accounting or Finance
    OR
  • Zurich Certified Insurance Apprentice with an Associate Degree and 6 years of experience in Accounting or Finance
    AND
  • Experience with planning/forecasting models and visualization tools such as Power BI.

Preferred Qualifications:

  • Experience in the insurance industry, particularly in Crop.
  • Professional certifications such as CPA, CPCU, CFA, or CTP.
  • Advanced skills in Microsoft Office.
  • Excellent verbal and written communication abilities.

As part of Zurich, employees are expected to comply with any health and safety protocols in place.

A future with Zurich: At Zurich, we value your unique perspectives and experiences, fostering an environment that promotes growth and sustainable change. With over 150 years of experience in risk management, Zurich North America is a leading provider of commercial property-casualty insurance solutions. We are committed to diversity and inclusion, recognizing it as a vital asset in achieving our goals.

Zurich maintains a comprehensive benefits package for employees and their eligible dependents, along with competitive compensation.



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