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Senior Financial Planning Consultant
2 months ago
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 offer strategic advice and insights to the leadership team and partners, facilitating analysis, reporting, planning, and forecasting to aid in the formulation and implementation of the financial strategy.
This role will report directly to the Head of Crop Finance. The preferred work locations are Anoka, MN or Schaumburg, IL.
Key Responsibilities:
- Lead the development of financial plans and forecasts for the Crop sector, collaborating with leaders throughout the organization.
- Examine significant industry drivers and trends, presenting insights to senior management.
- Establish performance management frameworks and enforce measurement standards across various functions.
- Act as a strategic advisor and expert in financial modeling for critical Crop initiatives.
Basic Qualifications:
Senior Financial Planning & Performance Management Consultant I:
- Bachelor's Degree with 4+ years of experience in Accounting or Finance
OR - High School Diploma or Equivalent with 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 tools like Power BI or other visualization/scorecard tools.
OR
Senior Financial Planning & Performance Management Consultant II:
- Bachelor's Degree with 6+ years of experience in Accounting or Finance
OR - High School Diploma or Equivalent with 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 tools like Power BI or other visualization/scorecard tools.
Preferred Qualifications:
- Experience in the insurance sector (Crop experience preferred).
- 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 related to COVID-19 that may be in effect.
A future with Zurich: What opportunities await when you join Zurich? Now is the time to advance and make a meaningful impact. At Zurich, we encourage you to share your unique perspectives, experiences, and ideas to foster growth and drive sustainable change together. As a leading global organization, Zurich North America boasts over 150 years of experience in risk management and resilience support. Today, we are a prominent provider of commercial property-casualty insurance solutions and a broad array of risk management products and services for businesses and individuals.
Zurich serves over 25 industries, from agriculture to technology, and insures 90% of the Fortune 500. Our growth strategy extends beyond our business; as an employer, we are committed to providing ongoing career development opportunities and cultivating an environment where diverse voices are valued, behaviors are inclusive, actions promote equity, and our workforce feels a sense of belonging.
Zurich maintains a comprehensive employee benefits package for staff and eligible dependents, along with competitive compensation.
Zurich recognizes the diversity of our workforce as a valuable asset. We recruit talented individuals from various backgrounds with unique perspectives that are genuinely welcomed here. Together, diversity and inclusion bring us closer to our shared goal: exceeding customer expectations. Zurich does not discriminate based on age, race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status.
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance.
