Lead Expense Analyst

Select how often (in days) to receive an alert:

130191

Are you looking for a caring, collaborative, values-driven workplace with inspiring teammates and leaders? Do you have the ambition and desire to be the best and thrive at the world's most impactful global insurance provider? Look no further than Zurich Canada.

If you have experience in expense management and financial analysis and are seeking a new challenge, we would love to hear from you.

Zurich Canada is currently looking for a Lead Expense Analyst to work within the Planning & Performance Management team, and to play a pivotal role in shaping how we manage enterprise expenses and technology investments. This isn’t just about tracking numbers — it’s about driving performance. You’ll deliver actionable insights, build dynamic financial models, and uncover efficiencies that make a real impact.

Reporting to the Head of Planning & Performance Management for Zurich Canada, you’ll lead planning, forecasting, and analysis of operational expenditures (OPEX) and technology capital (CAPEX, amortization, and more), while ensuring IFRS compliant accounting treatment. In this highly visible role, you’ll collaborate with Finance, HR, IT/Operations, and senior leadership to align financial objectives with business goals and influence decisions at the highest level.

This is a unique opportunity to build your knowledge and experience for the future in a supportive environment where your voice matters. This posting is for an existing vacancy.

Zurich Canada uses artificial intelligence–enabled tools to support certain aspects of the recruitment process, including the initial review and screening of applications. Artificial intelligence is not the sole basis for candidate shortlisting or selection. All hiring decisions are reviewed and made by qualified hiring professionals.

Zurich follows a hybrid work model requiring three days per week of in-person presence, which may include time in the office or market-facing engagements.

• 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.

Required:

• 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.

Preferred:

• 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 Fin Ops practices.

• 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…