Senior Planning & Performance Analyst

The Opportunity

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 advanced experience in financial analysis and modeling and are seeking a new challenge, we would love to hear from you.

Zurich Canada is currently looking for a Senior Planning & Performance Analyst, to serve as a key support partner within the Finance Planning & Performance Management team. This role goes beyond traditional financial reporting - it focuses on delivering insights, building financial models, and supporting decision-making that drives business performance.

Reporting to the Head of Planning & Performance Management for Zurich Canada, you will provide analyses of business unit results, enhance reporting, planning and forecasting processes, and collaborate cross-functionally to align financial objectives with business goals.

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.

What you will do

• Support the AVP, Planning & Performance Management and Head of Planning and Performance Management by preparing analytical reviews of overall and independent business unit performance, identifying trends, risks, and opportunities.
• Deliver timely and accurate monthly, quarterly, and annual performance reports and presentations with commentary and insights to a broad range of executive audiences within Canada and Group Planning & Performance Management.
• Design and maintain advanced dashboards and reporting tools for leadership visibility.
• Drive automation and process improvements to enhance reporting efficiency and accuracy. Identify and implement enhancements to planning/forecasting tools, processes, and methodologies.
• Support special projects and business initiatives, including developing financial models and scenario analysis to strengthen strategic planning and decision-making.
• Collaborate with Finance, Operations, and Business Unit Partners to align forecasts and KPIs with strategic objectives.

Job Qualifications - What you bring to the table

Required:

• Advanced proficiency in Microsoft Excel and financial modeling.
• Experience with planning tools (e.g., SAP-BPC, Anaplan) and ERP systems (SAP/BW).
• Strong analytical and problem-solving skills with the ability to synthesize complex data.
• Excellent communication and stakeholder management skills; ability to tell a compelling story with data.
• Proven ability to influence without authority and collaborate across functions.
• Detail-oriented, proactive, and comfortable working in a fast-paced environment.

Preferred:

• 5 or more years of experience in commercial P&C insurance industry.
• MBA and/or CPA designation is preferred but not required.
• Familiarity with IFRS 17 standards and insurance industry practices is an asset.
• Strong knowledge of data visualization tools (Power BI, Tableau).

Basic:

• Bachelor’s degree in finance, Business, Economics, Data Science, or related field and 5 or more years of experience in planning and performance management, or FP&A roles.
• OR
• High School Diploma or Equivalent and 7 or more years of experience in financial performance and analytics, in P&C Insurance.
• OR
• Zurich Certified Insurance Apprentice, including an associate degree with 7 or more years of experience in financial performance and analytics, in P&C Insurance.

At Zurich Canada, we are committed to pay equity. We determine compensation based on objective criteria such as skills, experience, and internal equity. The salary range for this position is $95,000 to $135,000. This range reflects the expected pay for the role across Canada and may vary depending on factors like office location, specific responsibilities, and individual qualifications. As required by local law, Zurich provides in good faith a reasonable compensation range, but starting salaries may exceed this range based on a candidate’s skills and experience.

Our Culture

• At Zurich, we are proud of our culture. We are passionate about Diversity, Inclusion, Equity and Belonging (DIEB). We want you to bring your whole self to work, and we want our employees to be reflective of the communities in which we live and work. Our DIEB initiatives are creating an environment where everyone feels welcome.
• We have a collaborative culture where diversity of thought is valued. We value your input and strive to give our employees the tools they need to make an impact.
• We care about our employees’ well-being and offer a comprehensive health/benefits plan with varying levels of coverage to suit your specific needs and a competitive total compensation package.
• We understand how important it is to rest, recharge, and do the things you love. At Zurich, all employees receive a minimum of four weeks of vacation per year to do just that.
• We also understand that employees require time off for personal reasons. Maybe you have an appointment during a workday, a cultural or religious holiday you would like to observe, or you need time off to focus on your mental health. Zurich employees receive four personal days per year to be used at their discretion.
• We are committed to continuous improvement and offer access to a comprehensive range of training and development opportunities.
• We care about our communities. Our communities are where our customers, people, and shareholders live and work. While we can be proud of the contribution to society Zurich makes through our core business of insurance, we must also give back to our communities through our talent, time and resources.
• We have won numerous awards for our workplace culture. We are proud to be one of Greater Toronto’s Top Employers and to have received Insurance Business Canada’s 5-Star Diversity, Equity and Inclusion Award.

Make a difference. Be challenged. Be inspired. Be supported. Love what you do. Work for us.

About Us

Zurich Canada is part of the Zurich Insurance Group, a multi-line insurer with approximately 55,000 employees worldwide serving customers in global and local markets. Zurich Canada has been a leading insurance provider serving mid-sized and large companies, including multinational corporations, in the Canadian commercial market for 100 years. With over 650 employees in offices across the country, Zurich offers the global strength of a top insurance provider combined with in-depth knowledge of industries and local markets. Zurich Canada aspires to be risk management professionals’ first choice as their premier partner to help meet the risk challenges of today and tomorrow. Read more at .

A future with 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 148 years of experience managing risk and supporting resilience. We are a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. Today, we serve more than 25 industries, from agriculture to technology and insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, Zurich strives to provide ongoing career development opportunities and 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 people, our customers and the communities we serve.