Lead Financial Planning & Performance Management Consultant Level I or II

Zurich Insurance Group
US - Minnesota - Anoka
November 1, 2024

Zurich North America is currently looking for a Lead Financial Planning & Performance Management Consultant for our Crop Business Unit. This role is responsible for driving and challenging the financial performance for the Crop Business Unit. This role provides strategic consultation and insights to business unit leadership and partners to deliver analysis, reporting, planning and forecasting to support the development and execution of the financial strategy.

This role reports to the Head of Crop Finance and our preference is for the individual to be based out of our Anoka, MN or Schaumburg, IL office.

Key Accountabilities:

Drive creation of Crop's financial plans and forecasts, in partnership with leaders across the Crop Organization
Analyze key industry drivers and trends, and present findings to senior leadership
Define performance management frameworks and implement measurement standards across functions
Serve as a strategic thought partner and financial modeling expert for key Crop initiatives

This role will be filled at either the Lead Planning & Performance Management Consultant I or 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.

Basic Qualifications:

Lead Financial Planning & Performance Management Consultant I:

Bachelors 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 Bachelors 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

Lead Financial Planning & Performance Management Consultant II:

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
AND
Experience with planning/forecasting models and Power BI or other visualization / scorecard tools

Preferred Qualifications:

Insurance industry experience (Crop preferred)
CPA, CPCU, CFA or CTP
Strong Microsoft Office experience
Strong verbal and written communication skills

As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time (***/careers/faq).

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more.

As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

Location(s): AM - Anoka, AM - Schaumburg
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered: No

Linkedin Recruiter Tag: #LI-SD1 #LI-ASSOCIATE #LI-HYBRID

Read the full job description and apply online on the recuiter's web-site

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